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Thornburg Global Opportunities R5 (THOFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.21+0.18 (+0.47%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.78%
5-year average return14.01%
Number of years up12
Number of years down3
Best 1-yr total return (13 May 2024)46.74%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return46.74%
Worst 3-yr total return0.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTHOFXCategory
YTD8.12%12.08%
1-month-0.22%0.64%
3-month8.69%6.49%
1-year19.64%38.01%
3-year5.03%12.74%
5-year11.57%12.82%
10-year8.84%9.05%
Last bull market24.31%18.82%
Last bear market-12.97%-20.53%

Annual total return (%) history

Year
THOFXCategory
2024
N/AN/A
2023
16.25%N/A
2022
-10.07%N/A
2021
14.73%N/A
2020
22.68%12.96%
2019
28.78%25.26%
2018
-20.67%-10.06%
2017
21.96%22.28%
2016
4.06%6.93%
2015
1.44%-0.92%
2014
18.93%3.67%
2013
28.73%24.08%
2012
22.17%14.39%
2011
-7.26%-7.19%
2010
15.78%14.49%
2009
46.74%34.45%
2008
N/A-41.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.35%N/AN/AN/A
20234.21%2.86%-0.78%9.31%
2022-2.49%-12.97%-7.88%15.03%
20216.81%5.91%-2.03%3.53%
2020-24.78%21.87%11.37%20.17%
201912.51%0.72%-0.75%14.50%
2018-5.45%0.63%-0.82%-15.93%
20177.21%6.66%3.66%2.89%
2016-2.19%-5.26%6.25%5.70%
20156.72%0.30%-9.34%4.54%
20144.03%9.63%-1.91%6.32%
20138.05%0.33%9.45%8.48%
201213.19%-8.92%12.38%5.45%
20116.54%3.86%-21.56%6.85%
20109.19%-11.94%9.21%10.27%
2009-14.17%36.23%21.55%3.25%
2008-0.94%-19.83%-26.65%N/A

Rank in category (by total return)

YTD6
1-month1
3-month3
1-year13
3-year26
5-year2

Load adjusted returns

1-year19.64%
3-year5.03%
5-year11.57%
10-year8.84%