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Thornburg Global Opportunities Fund (THOCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.93+0.22 (+0.63%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.88%
5-year average return10.64%
Number of years up13
Number of years down4
Best 1-yr total return (2 May 2024)44.84%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return44.84%
Worst 3-yr total return-0.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTHOCXCategory
YTD7.70%12.08%
1-month-0.32%0.64%
3-month8.38%6.49%
1-year18.28%38.01%
3-year3.89%12.74%
5-year10.39%12.82%
10-year7.67%9.05%
Last bull market23.71%18.82%
Last bear market-13.20%-20.53%

Annual total return (%) history

Year
THOCXCategory
2024
N/AN/A
2023
14.93%N/A
2022
-11.02%N/A
2021
13.55%N/A
2020
21.45%12.96%
2019
27.42%25.26%
2018
-21.51%-10.06%
2017
20.69%22.28%
2016
2.88%6.93%
2015
0.32%-0.92%
2014
17.57%3.67%
2013
27.22%24.08%
2012
20.64%14.39%
2011
-8.48%-7.19%
2010
14.34%14.49%
2009
44.84%34.45%
2008
-48.54%-41.13%
2007
30.84%12.16%
2006
N/A19.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.04%N/AN/AN/A
20233.90%2.57%-1.06%9.00%
2022-2.75%-13.20%-8.13%14.75%
20216.56%5.61%-2.28%3.25%
2020-24.94%21.56%11.09%19.81%
201912.18%0.45%-1.01%14.23%
2018-5.68%0.38%-1.10%-16.18%
20176.97%6.36%3.36%2.63%
2016-2.47%-5.52%5.97%5.35%
20156.41%0.04%-9.61%4.26%
20143.72%9.34%-2.23%6.03%
20137.77%0.00%9.12%8.18%
201212.88%-9.14%11.99%5.04%
20116.16%3.56%-21.76%6.40%
20108.79%-12.15%8.84%9.92%
2009-14.45%35.76%21.12%2.97%
2008-10.68%-1.25%-20.17%-26.92%
20077.64%14.19%9.24%-2.55%
200616.56%N/AN/AN/A

Rank in category (by total return)

YTD7
1-month2
3-month4
1-year21
3-year52
5-year13

Load adjusted returns

1-year17.28%
3-year3.89%
5-year10.39%
10-year7.67%