Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIVRX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND – CLASS R5) | 11.65% | 24.52% | 20.97% | 6.61% | 9.09% | 6.56% | 5.68% | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIVRX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND – CLASS R5) | 02/03/2005 | 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 24.52 | 20.97 | 6.61 | 9.09 | 6.56 | 5.68 | … | … | 11.65 | 34.15 | 11.55 | 16.00 | -16.77 | -4.20 | 19.22 | 29.02 | -19.88 | 25.42 | -2.53 | 6.81 | -5.63 | 15.63 | 15.74 | -13.05 | 14.08 | 31.90 | -42.66 | 16.76 | 21.40 | 17.00 |
| Sharpe Ratio | NA | 1.79 | 1.36 | 0.25 | 0.45 | NA | NA | … | … | 1.68 | 2.21 | 0.70 | 1.08 | -0.87 | -0.25 | 0.65 | 2.72 | -1.40 | 2.98 | -0.18 | 0.47 | -0.53 | 1.36 | 1.20 | -0.56 | 0.85 | 1.36 | -1.27 | 0.79 | 1.48 | 2.04 |
| Standard Deviation(%) | NA | 12.32 | 12.91 | 15.60 | 16.35 | NA | NA | … | … | 15.29 | 14.20 | 11.36 | 11.48 | 21.00 | 16.79 | 29.09 | 10.13 | 15.21 | 8.36 | 15.48 | 14.55 | 10.70 | 11.49 | 13.22 | 23.23 | 16.45 | 23.35 | 34.18 | 17.35 | 12.22 | 8.12 |
| Draw Down(%) | NA | 10.33 | 12.01 | 40.94 | 40.94 | NA | NA | … | … | 10.33 | 12.01 | 9.55 | 10.72 | 31.08 | 18.12 | 31.03 | 6.68 | 27.98 | 2.82 | 13.56 | 14.67 | 10.45 | 11.23 | 14.40 | 26.70 | 14.11 | 23.85 | 49.99 | 15.05 | 14.67 | 5.84 |
| Yield(%) | 0.00 | 3.87 | 4.97 | 2.76 | 4.62 | 4.35 | 3.82 | … | … | 0.00 | 4.66 | 7.24 | 2.64 | 1.62 | 1.37 | 0.40 | 7.78 | 1.33 | 18.08 | 1.86 | 16.63 | 9.16 | 1.24 | 1.31 | 1.23 | 1.02 | 1.19 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIVRX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND – CLASS R5) |
-13.66%
Feb 2006 – Feb 2009 |
-6.16%
Oct 2007 – Oct 2012 |
0.55%
Oct 2007 – Oct 2017 |
-0.56%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIVRX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND – CLASS R5) |
25.39%
Sep 2022 – Sep 2025 |
14.98%
Feb 2009 – Feb 2014 |
9.98%
Feb 2016 – Feb 2026 |
7.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart