Nasdaq - Delayed Quote USD

Thornburg Global Opportunities C (THOCX)

39.14
+0.16
+(0.41%)
As of 8:07:17 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 14.14%
5y Average Return 15.88%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (May 20, 2025) 27.42%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 27.42%
Worst 3Y Total Return -0.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
THOCX
Category
YTD
7.00%
12.08%
1-Month
0.05%
0.64%
3-Month
0.74%
6.49%
1-Year
11.01%
38.01%
3-Year
10.14%
12.74%
5-Year
14.86%
12.82%
10-Year
6.96%
9.05%
Last Bull Market
5.16%
18.82%
Last Bear Market
-13.20%
-20.53%

Annual Total Return (%) History

Year
THOCX
Category
2025
--
--
2024
11.74%
--
2023
14.93%
--
2022
-11.02%
--
2021
13.55%
--
2020
21.45%
12.96%
2019
27.42%
25.26%
2018
-21.51%
-10.06%

2017
20.69%
22.28%
2016
2.88%
6.93%
2015
0.32%
-0.92%
2014
17.57%
3.67%
2013
27.22%
24.08%
2012
20.64%
14.39%
2011
-8.48%
-7.19%
2010
14.34%
14.49%
2009
44.84%
34.45%
2008
-48.54%
-41.13%
2007
30.84%
12.16%
2006
--
19.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 6.94% -- -- --
2024 8.04% 3.35% 4.83% -4.54%
2023 3.90% 2.57% -1.06% 9.00%
2022 -2.75% -13.20% -8.13% 14.75%
2021 6.56% 5.61% -2.28% 3.25%
2020 -24.94% 21.56% 11.09% 19.81%
2019 12.18% 0.45% -1.01% 14.23%
2018 -5.68% 0.38% -1.10% -16.18%
2017 6.97% 6.36% 3.36% 2.63%
2016 -2.47% -5.52% 5.97% 5.35%

2015 6.41% 0.04% -9.61% 4.26%
2014 3.72% 9.34% -2.23% 6.03%
2013 7.77% 0.00% 9.12% 8.18%
2012 12.88% -9.14% 11.99% 5.04%
2011 6.16% 3.56% -21.76% 6.40%
2010 8.79% -12.15% 8.84% 9.92%
2009 -14.45% 35.76% 21.12% 2.97%
2008 -10.68% -1.25% -20.17% -26.92%
2007 7.64% 14.19% 9.24% -2.55%
2006 16.56% -- -- --

Rank in Category (By Total Return)

YTD 4
1-Month 72
3-Month 11
1-Year 36
3-Year 36
5-Year 6

Load Adjusted Returns

1-Year 10.01%
3-Year 10.14%
5-Year 14.86%
10-Year 6.96%

Performance & Risk

YTD Return 14.14%
5y Average Return 15.88%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Thornburg
Net Assets 1.23B
YTD Return 7.00%
Yield 1.54%
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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