Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THOVX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS R4) | 13.94% | 38.68% | 25.58% | 10.11% | 10.59% | 10.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THOVX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS R4) | 02/12/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 38.68 | 25.58 | 10.11 | 10.59 | 10.05 | NA | … | … | 13.94 | 40.49 | 12.60 | 15.78 | -12.70 | 1.31 | 14.83 | 28.28 | -21.01 | 21.50 | 3.61 | 0.99 | 18.46 | 28.21 | 21.66 | -7.68 | 14.45 | 46.18 | -43.21 |
| Sharpe Ratio | NA | 3.36 | 1.79 | 0.49 | 0.51 | NA | NA | … | … | 2.59 | 2.64 | 0.83 | 0.94 | -0.70 | 0.07 | 0.44 | 1.95 | -1.48 | 2.71 | 0.20 | 0.06 | 1.61 | 2.57 | 1.56 | -0.31 | 0.76 | 1.91 | -1.30 |
| Standard Deviation(%) | NA | 10.98 | 12.56 | 15.53 | 17.38 | NA | NA | … | … | 12.68 | 14.30 | 10.86 | 12.99 | 20.29 | 17.77 | 33.10 | 13.76 | 15.22 | 7.72 | 17.38 | 14.81 | 11.47 | 10.96 | 13.95 | 24.65 | 18.87 | 24.11 | 36.90 |
| Draw Down(%) | NA | 8.63 | 13.74 | 31.41 | 35.12 | NA | NA | … | … | 8.63 | 13.74 | 7.46 | 11.56 | 24.90 | 16.58 | 34.98 | 11.16 | 28.21 | 4.19 | 14.64 | 15.55 | 9.98 | 8.01 | 14.85 | 26.70 | 17.51 | 30.34 | 54.81 |
| Yield(%) | 0.00 | 7.08 | 6.86 | 3.67 | 3.44 | 3.65 | 2.93 | … | … | 0.00 | 8.18 | 5.72 | 5.81 | 0.90 | 1.26 | 0.00 | 1.99 | 1.55 | 0.36 | 0.50 | 0.31 | 0.17 | 0.78 | 0.84 | 1.71 | 1.05 | 4.20 | 2.53 |
Data as of 06/04/2026, Common starting date is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THOVX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS R4) |
-4.56%
Mar 2017 – Mar 2020 |
-1.78%
Mar 2015 – Mar 2020 |
5.00%
Oct 2013 – Oct 2023 |
4.92%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THOVX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS R4) |
29.17%
Feb 2009 – Feb 2012 |
25.76%
Feb 2009 – Feb 2014 |
14.75%
Feb 2009 – Feb 2019 |
12.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart