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Thornburg Investment Trust - Thornburg Better World International Fund (TBWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.84-0.05 (-0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.50%
5-year average return9.72%
Number of years up6
Number of years down2
Best 1-yr total return (20 Jun 2024)25.85%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return25.85%
Worst 3-yr total return3.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTBWAXCategory
YTD6.51%9.07%
1-month4.28%-1.09%
3-month3.74%5.12%
1-year11.12%33.76%
3-year0.64%8.50%
5-year11.18%10.08%
10-year0.00%5.80%
Last bull market15.12%14.90%
Last bear market-14.07%-23.70%

Annual total return (%) history

Year
TBWAXCategory
2024
N/AN/A
2023
12.14%N/A
2022
-18.48%N/A
2021
20.39%N/A
2020
25.85%9.30%
2019
23.73%21.59%
2018
-14.28%-14.59%
2017
21.88%25.12%
2016
6.76%0.79%
2015
N/A-1.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.61%N/AN/AN/A
20237.61%3.84%-5.46%6.15%
2022-7.89%-14.07%-9.16%13.39%
20219.01%13.19%-2.68%0.25%
2020-19.58%22.85%11.62%14.11%
20199.96%4.09%-2.80%11.21%
2018-1.70%0.14%0.07%-12.99%
20175.08%5.30%2.98%6.96%
20160.24%-0.96%12.82%-4.69%
20154.10%N/AN/AN/A

Rank in category (by total return)

YTD60
1-month59
3-month85
1-year94
3-year66
5-year4

Load adjusted returns

1-year6.12%
3-year-0.90%
5-year10.16%
10-yearN/A