Nasdaq - Delayed Quote USD
Thornburg Global Opportunities R5 (THOFX)
38.28
+0.20
+(0.53%)
As of 8:06:24 AM EST. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.78% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| THOFX | Category Average | THOFX | Category Average | THOFX | Category Average | |
| Alpha | 0.52 | -0.01 | 0.89 | -0.01 | -0.81 | -0 |
| BETA | 0.89 | 0.01 | 0.99 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.57 | 0.01 | 1 | 0.01 | 0.77 | 0.01 |
| R-squared | 79.54 | 0.95 | 85.51 | 0.93 | 81.39 | 0.91 |
| Standard Deviation | 16.32 | 0.18 | 18.74 | 0.15 | 16.6 | 0.15 |
| Sharpe Ratio | 0.17 | 0.01 | 0.5 | 0.01 | 0.44 | 0.01 |
| Treynor Ratio | 1.64 | 0.12 | 8.14 | 0.12 | 6.22 | 0.09 |
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