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Thornburg International Value R5 (TIVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.66+0.15 (+0.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.08%
5-year average return7.68%
Number of years up12
Number of years down6
Best 1-yr total return (24 Apr 2024)31.90%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return31.90%
Worst 3-yr total return-0.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTIVRXCategory
YTD7.72%9.07%
1-month4.22%-1.09%
3-month7.72%5.12%
1-year15.67%33.76%
3-year2.41%8.50%
5-year8.90%10.08%
10-year6.24%5.80%
Last bull market25.31%14.90%
Last bear market-11.91%-23.70%

Annual total return (%) history

Year
TIVRXCategory
2024
N/AN/A
2023
15.99%N/A
2022
-16.73%N/A
2021
7.57%N/A
2020
22.67%9.30%
2019
29.03%21.59%
2018
-19.85%-14.59%
2017
25.38%25.12%
2016
-2.44%0.79%
2015
6.59%-1.59%
2014
-5.63%-4.98%
2013
15.63%19.44%
2012
15.74%18.29%
2011
-13.05%-13.97%
2010
14.08%10.24%
2009
31.90%31.24%
2008
-41.70%-43.99%
2007
28.13%12.71%
2006
26.05%24.77%
2005
N/A14.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.72%N/AN/AN/A
20238.02%2.73%-4.29%9.21%
2022-10.81%-11.91%-10.69%18.66%
20214.19%4.26%-4.02%3.17%
2020-19.48%18.52%11.71%15.07%
201915.68%4.39%-1.50%8.48%
2018-2.34%-4.62%-0.38%-13.63%
20176.94%8.94%3.89%3.59%
2016-4.29%-2.93%6.65%-1.54%
20157.52%5.00%-8.45%3.14%
2014-4.65%2.18%-1.43%-1.73%
20132.46%-1.51%9.84%4.31%
201211.19%-6.89%6.09%5.37%
20114.35%1.16%-20.87%4.09%
20101.87%-9.18%14.28%7.89%
2009-10.51%22.81%15.51%3.90%
2008-10.64%-2.52%-17.02%-19.34%
20073.14%12.36%10.30%0.24%
20069.91%0.10%3.77%10.41%
20051.64%10.85%4.86%N/A

Rank in category (by total return)

YTD8
1-month8
3-month8
1-year22
3-year62
5-year8

Load adjusted returns

1-year15.67%
3-year2.41%
5-year8.90%
10-year6.24%