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Nasdaq - Delayed Quote USD
Thornburg Global Opportunities R3 (THORX)
35.03
-2.07
(-5.58%)
At close: 8:02:16 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.24% |
| 5y Average Return | 18.57% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 3, 2025) | 28.11% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 28.11% |
| Worst 3Y Total Return | -0.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
THORX
Category
- YTD
- 7.11%
- 12.08%
- 1-Month
- -1.06%
- 0.64%
- 3-Month
- 7.11%
- 6.49%
- 1-Year
- 11.35%
- 38.01%
- 3-Year
- 8.62%
- 12.74%
- 5-Year
- 18.28%
- 12.82%
- 10-Year
- 7.66%
- 9.05%
- Last Bull Market
- 5.58%
- 18.82%
- Last Bear Market
- -13.09%
- -20.53%
Annual Total Return (%) History
Year
THORX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 7.11% | -- | -- | -- |
| 2024 | 8.26% | 3.50% | 5.01% | -4.35% |
| 2023 | 4.08% | 2.72% | -0.89% | 9.19% |
| 2022 | -2.62% | -13.09% | -8.00% | 14.91% |
| 2021 | 6.71% | 5.76% | -2.17% | 3.42% |
| 2020 | -24.86% | 21.70% | 11.24% | 19.99% |
| 2019 | 12.36% | 0.58% | -0.87% | 14.35% |
| 2018 | -5.56% | 0.51% | -0.94% | -16.05% |
| 2017 | 7.08% | 6.52% | 3.55% | 2.76% |
| 2016 | -2.34% | -5.40% | 6.13% | 5.55% |
| 2015 | 6.60% | 0.15% | -9.44% | 4.42% |
| 2014 | 3.88% | 9.52% | -2.08% | 6.20% |
| 2013 | 7.89% | 0.22% | 9.27% | 8.39% |
| 2012 | 13.07% | -8.99% | 12.28% | 5.26% |
| 2011 | 6.38% | 3.67% | -21.59% | 6.64% |
| 2010 | 9.08% | -12.01% | 9.07% | 10.13% |
| 2009 | -14.33% | 36.02% | 21.31% | 3.14% |
| 2008 | -1.07% | -19.99% | -26.70% | -- |
Rank in Category (By Total Return)
| YTD | 3 |
| 1-Month | 9 |
| 3-Month | 3 |
| 1-Year | 6 |
| 3-Year | 9 |
| 5-Year | 3 |
Load Adjusted Returns
| 1-Year | 11.35% |
| 3-Year | 8.62% |
| 5-Year | 18.28% |
| 10-Year | 7.66% |
Performance & Risk
| YTD Return | 4.24% |
| 5y Average Return | 18.57% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Thornburg |
| Net Assets | 1.27B |
| YTD Return | 7.11% |
| Yield | 2.29% |
| 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 in pursuing its goal, including smaller companies with market capitalizations of less than $500 million.
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