Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THORX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS R3) | 23.04% | 20.58% | 15.41% | 9.00% | 6.03% | 9.05% | NA | 6.94% |
Data as of 07/25/2025, AR inception is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THORX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS R3) | 02/12/2008 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.00 | 20.58 | 15.41 | 9.00 | 6.03 | 9.05 | NA | 6.94 | 23.04 | 9.63 | 11.45 | -12.79 | 1.15 | 14.50 | 28.09 | -21.07 | 21.37 | 3.49 | 0.95 | 18.31 | 28.07 | 21.62 | -7.78 | 14.23 | 45.80 | -43.18 |
| Sharpe Ratio | NA | 1.15 | 0.82 | 0.43 | 0.25 | NA | NA | 0.30 | 2.47 | 0.27 | 0.53 | -0.70 | 0.06 | 0.43 | 1.94 | -1.48 | 2.69 | 0.19 | 0.06 | 1.59 | 2.56 | 1.56 | -0.32 | 0.75 | 1.90 | -1.30 |
| Standard Deviation(%) | NA | 15.16 | 14.71 | 16.36 | 17.95 | NA | NA | 19.33 | 16.89 | 11.20 | 13.68 | 20.28 | 17.81 | 33.07 | 13.78 | 15.20 | 7.74 | 17.40 | 14.82 | 11.47 | 10.94 | 13.97 | 24.64 | 18.87 | 24.10 | 36.95 |
| Draw Down(%) | NA | 13.74 | 13.74 | 31.54 | 35.36 | NA | NA | 61.69 | 13.74 | 8.37 | 11.56 | 24.97 | 16.67 | 35.00 | 11.20 | 28.25 | 4.19 | 14.68 | 15.57 | 10.01 | 7.97 | 14.89 | 26.73 | 17.52 | 30.41 | 54.85 |
| Yield(%) | 0.00 | 2.41 | 1.91 | 1.40 | 1.21 | 1.89 | 1.36 | 1.60 | 0.00 | 2.69 | 1.81 | 0.77 | 1.13 | 0.00 | 1.95 | 1.45 | 0.30 | 0.39 | 0.20 | 0.00 | 0.68 | 1.03 | 1.66 | 1.03 | 3.78 | 2.45 |
Data as of 07/25/2025, AR inception is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THORX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS R3) |
-4.71%
Mar 2017 - Mar 2020 |
-1.91%
Mar 2015 - Mar 2020 |
4.67%
Apr 2015 - Apr 2025 |
4.79%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THORX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS R3) |
28.99%
Feb 2009 - Feb 2012 |
25.59%
Feb 2009 - Feb 2014 |
14.63%
Feb 2009 - Feb 2019 |
11.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart