Nasdaq - Delayed Quote • USD
Thornburg Investment Trust - Thornburg Better World International Fund (TBWCX)
At close: September 6 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.88% |
| 5y Average Return | 10.50% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Sep 5, 2024) | 25.23% |
| Worst 1Y Total Return (Sep 5, 2024) | -- |
| Best 3Y Total Return | 25.23% |
| Worst 3Y Total Return | 2.45% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TBWCX
Category
- YTD
- 13.01%
- 9.07%
- 1-Month
- 2.88%
- -1.09%
- 3-Month
- 6.47%
- 5.12%
- 1-Year
- 14.22%
- 33.76%
- 3-Year
- -0.77%
- 8.50%
- 5-Year
- 11.37%
- 10.08%
- 10-Year
- 0.00%
- 5.80%
- Last Bull Market
- 14.75%
- 14.90%
- Last Bear Market
- -14.23%
- -23.70%
Annual Total Return (%) History
Year
TBWCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.44% | 1.46% | -- | -- |
| 2023 | 7.41% | 3.70% | -5.69% | 5.93% |
| 2022 | -8.02% | -14.23% | -9.34% | 13.20% |
| 2021 | 8.77% | 12.96% | -2.90% | 0.05% |
| 2020 | -19.63% | 22.66% | 11.50% | 13.93% |
| 2019 | 9.75% | 3.89% | -2.90% | 11.00% |
| 2018 | -1.78% | 0.00% | -0.07% | -13.06% |
| 2017 | 4.99% | 5.15% | 2.79% | 6.80% |
| 2016 | 0.08% | -1.13% | 12.73% | -4.86% |
| 2015 | 3.94% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 25 |
| 1-Month | 63 |
| 3-Month | 7 |
| 1-Year | 91 |
| 3-Year | 93 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 13.22% |
| 3-Year | -0.77% |
| 5-Year | 11.37% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 10.88% |
| 5y Average Return | 10.50% |
| Rank in Category (ytd) | 25 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Blend |
| Fund Family | Thornburg |
| Net Assets | 581.24M |
| YTD Return | 13.01% |
| Yield | 0.34% |
| Morningstar Rating | |
| Inception Date | Sep 30, 2015 |
Fund Summary
The fund invests primarily in a broad range of foreign equity securities or depositary receipts of foreign equity securities. The advisor combines fundamental research on issuers with analysis of significant ESG characteristics, which Thornburg defines as those ESG factors that may materially affect an issuer’s risk and return profile and the issuer’s long-term investment performance. It may invest in any stock or other equity security which Thornburg believes may assist the fund in pursuing its goal, including common stocks, preferred stocks and publicly traded real estate investment trusts.
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