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Thornburg Global Opportunities Fund (THORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.23+0.40 (+1.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.63%
5-year average return11.18%
Number of years up12
Number of years down3
Best 1-yr total return (24 Apr 2024)45.79%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return45.79%
Worst 3-yr total return-0.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTHORXCategory
YTD8.26%12.08%
1-month6.06%0.64%
3-month8.26%6.49%
1-year20.34%38.01%
3-year6.24%12.74%
5-year12.23%12.82%
10-year8.59%9.05%
Last bull market37.50%18.82%
Last bear market-13.09%-20.53%

Annual total return (%) history

Year
THORXCategory
2024
N/AN/A
2023
15.69%N/A
2022
-10.52%N/A
2021
14.18%N/A
2020
22.05%12.96%
2019
28.11%25.26%
2018
-21.07%-10.06%
2017
21.37%22.28%
2016
3.49%6.93%
2015
0.95%-0.92%
2014
18.31%3.67%
2013
28.07%24.08%
2012
21.62%14.39%
2011
-7.78%-7.19%
2010
15.29%14.49%
2009
45.79%34.45%
2008
N/A-41.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.26%N/AN/AN/A
20234.08%2.72%-0.89%9.19%
2022-2.62%-13.09%-8.00%14.91%
20216.71%5.76%-2.17%3.42%
2020-24.86%21.70%11.24%19.99%
201912.36%0.58%-0.87%14.35%
2018-5.56%0.51%-0.94%-16.05%
20177.08%6.52%3.55%2.76%
2016-2.34%-5.40%6.13%5.55%
20156.60%0.15%-9.44%4.42%
20143.88%9.52%-2.08%6.20%
20137.89%0.22%9.27%8.39%
201213.07%-8.99%12.28%5.26%
20116.38%3.67%-21.59%6.64%
20109.08%-12.01%9.07%10.13%
2009-14.33%36.02%21.31%3.14%
2008-1.07%-19.99%-26.70%N/A

Rank in category (by total return)

YTD37
1-month1
3-month37
1-year53
3-year54
5-year10

Load adjusted returns

1-year20.34%
3-year6.24%
5-year12.23%
10-year8.59%