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Thornburg Global Opportunities A (THOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.49-0.09 (-0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.48%
5-year average return14.20%
Number of years up13
Number of years down4
Best 1-yr total return (19 May 2024)45.98%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return45.98%
Worst 3-yr total return-0.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTHOAXCategory
YTD7.98%12.08%
1-month-0.25%0.64%
3-month8.59%6.49%
1-year19.30%38.01%
3-year4.71%12.74%
5-year11.25%12.82%
10-year8.49%9.05%
Last bull market24.18%18.82%
Last bear market-13.04%-20.53%

Annual total return (%) history

Year
THOAXCategory
2024
N/AN/A
2023
15.91%N/A
2022
-10.35%N/A
2021
14.42%N/A
2020
22.32%12.96%
2019
28.38%25.26%
2018
-20.92%-10.06%
2017
21.64%22.28%
2016
3.64%6.93%
2015
1.12%-0.92%
2014
18.44%3.67%
2013
28.18%24.08%
2012
21.57%14.39%
2011
-7.79%-7.19%
2010
15.33%14.49%
2009
45.98%34.45%
2008
-48.17%-41.13%
2007
31.92%12.16%
2006
N/A19.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.25%N/AN/AN/A
20234.13%2.75%-0.85%9.26%
2022-2.58%-13.04%-7.93%14.94%
20216.75%5.82%-2.09%3.45%
2020-24.82%21.72%11.31%20.08%
201912.37%0.65%-0.83%14.45%
2018-5.54%0.57%-0.89%-16.00%
20177.14%6.57%3.58%2.85%
2016-2.28%-5.36%6.16%5.57%
20156.66%0.19%-9.42%4.47%
20143.89%9.57%-2.06%6.23%
20137.95%0.17%9.37%8.39%
201213.02%-8.96%12.23%5.28%
20116.36%3.68%-21.63%6.71%
20109.07%-12.00%9.07%10.16%
2009-14.32%36.18%21.30%3.14%
2008-10.52%-1.06%-20.02%-26.80%
20077.88%14.48%9.38%-2.34%
200616.78%N/AN/AN/A

Rank in category (by total return)

YTD6
1-month2
3-month4
1-year15
3-year32
5-year4

Load adjusted returns

1-year13.93%
3-year3.12%
5-year10.23%
10-year7.99%