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Thornburg Global Opportunities Fund (THOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.86+0.41 (+1.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.99%
5-year average return11.76%
Number of years up13
Number of years down4
Best 1-yr total return (25 Apr 2024)46.66%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return46.66%
Worst 3-yr total return0.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTHOIXCategory
YTD8.37%12.08%
1-month6.11%0.64%
3-month8.37%6.49%
1-year20.88%38.01%
3-year6.76%12.74%
5-year12.79%12.82%
10-year9.14%9.05%
Last bull market38.09%18.82%
Last bear market-12.98%-20.53%

Annual total return (%) history

Year
THOIXCategory
2024
N/AN/A
2023
16.25%N/A
2022
-10.08%N/A
2021
14.75%N/A
2020
22.66%12.96%
2019
28.76%25.26%
2018
-20.67%-10.06%
2017
22.03%22.28%
2016
4.03%6.93%
2015
1.46%-0.92%
2014
18.91%3.67%
2013
28.75%24.08%
2012
22.19%14.39%
2011
-7.27%-7.19%
2010
15.86%14.49%
2009
46.66%34.45%
2008
-47.85%-41.13%
2007
32.52%12.16%
2006
N/A19.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.37%N/AN/AN/A
20234.21%2.83%-0.76%9.30%
2022-2.49%-12.98%-7.86%15.02%
20216.82%5.91%-2.03%3.53%
2020-24.78%21.84%11.38%20.16%
201912.47%0.72%-0.75%14.52%
2018-5.46%0.66%-0.86%-15.92%
20177.22%6.64%3.67%2.94%
2016-2.20%-5.27%6.23%5.70%
20156.72%0.30%-9.35%4.56%
20143.98%9.64%-1.90%6.32%
20138.00%0.33%9.47%8.54%
201213.13%-8.86%12.39%5.45%
20116.54%3.79%-21.52%6.86%
20109.20%-11.89%9.19%10.28%
2009-14.18%36.27%21.45%3.25%
2008-10.43%-0.89%-19.89%-26.67%
20078.00%14.57%9.57%-2.25%
200616.92%N/AN/AN/A

Rank in category (by total return)

YTD31
1-month1
3-month31
1-year50
3-year43
5-year5

Load adjusted returns

1-year20.88%
3-year6.76%
5-year12.79%
10-year9.14%