Nasdaq - Delayed Quote USD

Thornburg Global Opportunities R5 (THOFX)

38.28
+0.20
+(0.53%)
As of 8:06:24 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.80%
5y Average Return 11.60%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Jan 24, 2025) 28.78%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 28.78%
Worst 3Y Total Return 0.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
THOFX
Category
YTD
13.04%
12.08%
1-Month
-1.25%
0.64%
3-Month
-4.26%
6.49%
1-Year
13.04%
38.01%
3-Year
5.72%
12.74%
5-Year
10.71%
12.82%
10-Year
8.14%
9.05%
Last Bull Market
5.88%
18.82%
Last Bear Market
-12.97%
-20.53%

Annual Total Return (%) History

Year
THOFX
Category
2024
13.04%
--
2023
16.25%
--
2022
-10.07%
--
2021
14.73%
--
2020
22.68%
12.96%
2019
28.78%
25.26%
2018
-20.67%
-10.06%
2017
21.96%
22.28%

2016
4.06%
6.93%
2015
1.44%
-0.92%
2014
18.93%
3.67%
2013
28.73%
24.08%
2012
22.17%
14.39%
2011
-7.26%
-7.19%
2010
15.78%
14.49%
2009
46.74%
34.45%
2008
--
-41.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.35% 3.65% 5.12% -4.26%
2023 4.21% 2.86% -0.78% 9.31%
2022 -2.49% -12.97% -7.88% 15.03%
2021 6.81% 5.91% -2.03% 3.53%
2020 -24.78% 21.87% 11.37% 20.17%
2019 12.51% 0.72% -0.75% 14.50%
2018 -5.45% 0.63% -0.82% -15.93%
2017 7.21% 6.66% 3.66% 2.89%
2016 -2.19% -5.26% 6.25% 5.70%
2015 6.72% 0.30% -9.34% 4.54%

2014 4.03% 9.63% -1.91% 6.32%
2013 8.05% 0.33% 9.45% 8.48%
2012 13.19% -8.92% 12.38% 5.45%
2011 6.54% 3.86% -21.56% 6.85%
2010 9.19% -11.94% 9.21% 10.27%
2009 -14.17% 36.23% 21.55% 3.25%
2008 -0.94% -19.83% -26.65% --

Rank in Category (By Total Return)

YTD 59
1-Month 5
3-Month 83
1-Year 59
3-Year 27
5-Year 15

Load Adjusted Returns

1-Year 13.04%
3-Year 5.72%
5-Year 10.71%
10-Year 8.14%

Performance & Risk

YTD Return 4.80%
5y Average Return 11.60%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Thornburg
Net Assets 1.2B
YTD Return 13.04%
Yield 2.92%
Morningstar Rating
Inception Date Feb 01, 2008

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 invests in pursuing its goal, including smaller companies with market capitalizations of less than $500 million.

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