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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.11%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
THORXCategory AverageTHORXCategory AverageTHORXCategory Average
Alpha 1.94 -0.01 3.49 -0.01 -0.83 -0
BETA 0.91 0.01 0.94 0.01 1 0.01
Mean Annual Return 0.8 0.01 1.52 0.01 0.73 0.01
R-squared 79.66 0.95 83.36 0.93 80.64 0.91
Standard Deviation 16.56 0.18 16.29 0.15 16.54 0.15
Sharpe Ratio 0.31 0.01 0.94 0.01 0.41 0.01
Treynor Ratio 4.41 0.12 16.46 0.12 5.68 0.09

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