Nasdaq - Delayed Quote USD

Thornburg Global Opportunities A (THOAX)

39.16
+0.21
+(0.54%)
At close: 8:01:31 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 8.72%
5y Average Return 11.57%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Feb 12, 2025) 28.38%
Worst 1Y Total Return (Feb 12, 2025) --
Best 3Y Total Return 28.38%
Worst 3Y Total Return -0.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
THOAX
Category
YTD
6.27%
12.08%
1-Month
6.27%
0.64%
3-Month
4.57%
6.49%
1-Year
20.42%
38.01%
3-Year
7.73%
12.74%
5-Year
12.48%
12.82%
10-Year
8.55%
9.05%
Last Bull Market
5.70%
18.82%
Last Bear Market
-13.04%
-20.53%

Annual Total Return (%) History

Year
THOAX
Category
2024
12.67%
--
2023
15.91%
--
2022
-10.35%
--
2021
14.42%
--
2020
22.32%
12.96%
2019
28.38%
25.26%
2018
-20.92%
-10.06%
2017
21.64%
22.28%

2016
3.64%
6.93%
2015
1.12%
-0.92%
2014
18.44%
3.67%
2013
28.18%
24.08%
2012
21.57%
14.39%
2011
-7.79%
-7.19%
2010
15.33%
14.49%
2009
45.98%
34.45%
2008
-48.17%
-41.13%
2007
31.92%
12.16%
2006
--
19.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.25% 3.56% 5.06% -4.33%
2023 4.13% 2.75% -0.85% 9.26%
2022 -2.58% -13.04% -7.93% 14.94%
2021 6.75% 5.82% -2.09% 3.45%
2020 -24.82% 21.72% 11.31% 20.08%
2019 12.37% 0.65% -0.83% 14.45%
2018 -5.54% 0.57% -0.89% -16.00%
2017 7.14% 6.57% 3.58% 2.85%
2016 -2.28% -5.36% 6.16% 5.57%
2015 6.66% 0.19% -9.42% 4.47%

2014 3.89% 9.57% -2.06% 6.23%
2013 7.95% 0.17% 9.37% 8.39%
2012 13.02% -8.96% 12.23% 5.28%
2011 6.36% 3.68% -21.63% 6.71%
2010 9.07% -12.00% 9.07% 10.16%
2009 -14.32% 36.18% 21.30% 3.14%
2008 -10.52% -1.06% -20.02% -26.80%
2007 7.88% 14.48% 9.38% -2.34%
2006 16.78% -- -- --

Rank in Category (By Total Return)

YTD 2
1-Month 2
3-Month 31
1-Year 21
3-Year 42
5-Year 7

Load Adjusted Returns

1-Year 15.00%
3-Year 6.09%
5-Year 11.45%
10-Year 8.05%

Performance & Risk

YTD Return 8.72%
5y Average Return 11.57%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Thornburg
Net Assets 1.26B
YTD Return 6.27%
Yield 2.47%
Morningstar Rating
Inception Date Jul 28, 2006

Fund Summary

The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. ("Thornburg"), believes may assist the fund in pursuing its goal, including smaller companies with market capitalizations of less than $500 million.

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