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Nasdaq - Delayed Quote USD

Thornburg Investment Trust - Thornburg Better World International Fund (TBWAX)

18.80
-0.13
(-0.69%)
At close: March 28 at 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.20%
5y Average Return 14.11%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Mar 28, 2025) 25.85%
Worst 1Y Total Return (Mar 28, 2025) --
Best 3Y Total Return 25.85%
Worst 3Y Total Return -0.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TBWAX
Category
YTD
4.42%
9.07%
1-Month
-0.21%
-1.09%
3-Month
1.68%
5.12%
1-Year
8.36%
33.76%
3-Year
3.11%
8.50%
5-Year
10.88%
10.08%
10-Year
0.00%
5.80%
Last Bull Market
7.12%
14.90%
Last Bear Market
-14.07%
-23.70%

Annual Total Return (%) History

Year
TBWAX
Category
2024
6.53%
--
2023
12.14%
--
2022
-18.48%
--
2021
20.39%
--
2020
25.85%
9.30%
2019
23.73%
21.59%
2018
-14.28%
-14.59%
2017
21.88%
25.12%

2016
6.76%
0.79%
2015
--
-1.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.61% 1.64% 7.45% -6.76%
2023 7.61% 3.84% -5.46% 6.15%
2022 -7.89% -14.07% -9.16% 13.39%
2021 9.01% 13.19% -2.68% 0.25%
2020 -19.58% 22.85% 11.62% 14.11%
2019 9.96% 4.09% -2.80% 11.21%
2018 -1.70% 0.14% 0.07% -12.99%
2017 5.08% 5.30% 2.98% 6.96%
2016 0.24% -0.96% 12.82% -4.69%
2015 4.10% -- -- --

Rank in Category (By Total Return)

YTD 94
1-Month 99
3-Month 91
1-Year 73
3-Year 90
5-Year 5

Load Adjusted Returns

1-Year 3.48%
3-Year 1.54%
5-Year 9.87%
10-Year --

Performance & Risk

YTD Return 5.20%
5y Average Return 14.11%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Thornburg
Net Assets 481.15M
YTD Return 4.42%
Yield 0.77%
Morningstar Rating
Inception Date Sep 30, 2015

Fund Summary

The fund pursues its investment goal by investing primarily in a broad range of foreign equity securities or depositary receipts of foreign equity securities. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in issuers that the fund’s investment advisor, Thornburg Investment Management, Inc. (‘Thornburg’), has determined exhibit one or more significant and positive environmental, social and governance (“ESG”) characteristics.

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