Nasdaq - Delayed Quote USD

Thornburg Global Opportunities R6 (THOGX)

38.77 0.00 (0.00%)
At close: 6:26:09 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 17.16%
5y Average Return 12.52%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Dec 10, 2024) 28.94%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 28.94%
Worst 3Y Total Return 6.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
THOGX
Category
YTD
14.62%
12.08%
1-Month
-0.30%
0.64%
3-Month
-0.22%
6.49%
1-Year
22.60%
38.01%
3-Year
7.97%
12.74%
5-Year
12.25%
12.82%
10-Year
8.31%
9.05%
Last Bull Market
24.44%
18.82%
Last Bear Market
-12.91%
-20.53%

Annual Total Return (%) History

Year
THOGX
Category
2024
--
--
2023
16.40%
--
2022
-9.95%
--
2021
14.91%
--
2020
22.83%
12.96%
2019
28.94%
25.26%
2018
-20.57%
-10.06%
2017
--
22.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.42% 3.67% 5.16% --
2023 4.23% 2.88% -0.72% 9.34%
2022 -2.48% -12.91% -7.86% 15.07%
2021 6.86% 5.95% -2.00% 3.58%
2020 -24.74% 21.86% 11.45% 20.17%
2019 12.53% 0.76% -0.72% 14.55%
2018 -5.44% 0.69% -0.79% -15.91%
2017 3.72% 2.95% -- --

Rank in Category (By Total Return)

YTD 65
1-Month 98
3-Month 88
1-Year 55
3-Year 33
5-Year 12

Load Adjusted Returns

1-Year 22.60%
3-Year 7.97%
5-Year 12.25%
10-Year 8.31%

Performance & Risk

YTD Return 17.16%
5y Average Return 12.52%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Thornburg
Net Assets 1.23B
YTD Return 14.62%
Yield 2.00%
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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