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THOFX: THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS R5 (MUTUAL FUND)
Basic Info 53.16 0.36(0.68%) June 09
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 02/12/2008 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 7.30% |
| Expenses | 0.99% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 11.1 | 33.4 | 24.9 | 10.0 | 10.6 | 10.3 | 8.7 | 41.1 | 13.0 | 16.3 | -12.3 | 1.9 | 14.5 | 28.8 | -20.7 | 22.0 | 4.1 | 1.4 | 18.9 | 28.7 | 22.2 | -7.3 | 14.5 | 46.7 | -42.9 |
| Sharpe Ratio | NA | 1.79 | 2.76 | 1.7 | 0.47 | 0.52 | NA | 0.41 | 2.68 | 0.87 | 0.98 | -0.68 | 0.11 | 0.43 | 1.98 | -1.46 | 2.77 | 0.22 | 0.1 | 1.65 | 2.61 | 1.59 | -0.3 | 0.76 | 1.93 | -1.29 |
| Draw Down(%) | NA | 8.6 | 8.6 | 13.7 | 31.0 | 35.2 | NA | 61.4 | 13.7 | 7.4 | 11.5 | 24.7 | 16.4 | 35.2 | 11.2 | 27.9 | 4.2 | 14.6 | 15.4 | 9.9 | 8.0 | 14.8 | 26.6 | 17.4 | 30.3 | 54.7 |
| Standard Deviation(%) | NA | 13.4 | 11.5 | 12.6 | 15.6 | 17.4 | NA | 19.0 | 14.3 | 10.9 | 13.0 | 20.3 | 17.6 | 33.0 | 13.8 | 15.2 | 7.7 | 17.4 | 14.8 | 11.5 | 11.0 | 14.0 | 24.7 | 18.9 | 24.1 | 36.9 |
| Treynor Ratio | NA | 0.43 | 0.52 | 0.28 | 0.09 | 0.1 | NA | 0.09 | 0.44 | 0.13 | 0.14 | -0.15 | 0.02 | 0.13 | 0.23 | -0.22 | 0.28 | 0.04 | 0.02 | 0.23 | 0.38 | 0.28 | -0.08 | 0.18 | 0.64 | -0.62 |
| Alpha | NA | 0.04 | 0.06 | 0.04 | 0.01 | 0.01 | NA | 0.02 | 0.04 | 0.03 | 0.01 | 0.01 | -0.02 | 0.01 | 0.01 | -0.03 | 0.0 | 0.0 | 0.02 | 0.08 | 0.06 | 0.03 | 0.03 | 0.02 | 0.06 | -0.1 |
| Beta | NA | 0.56 | 0.61 | 0.76 | 0.85 | 0.94 | NA | 0.84 | 0.88 | 0.73 | 0.93 | 0.93 | 0.91 | 1.06 | 1.17 | 1.0 | 0.77 | 0.89 | 0.79 | 0.82 | 0.76 | 0.79 | 0.88 | 0.81 | 0.73 | 0.76 |
| RSquared | NA | 0.64 | 0.61 | 0.71 | 0.68 | 0.77 | NA | 0.79 | 0.77 | 0.66 | 0.76 | 0.85 | 0.45 | 0.9 | 0.79 | 0.79 | 0.5 | 0.74 | 0.67 | 0.6 | 0.71 | 0.81 | 0.87 | 0.83 | 0.78 | 0.88 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.5 | 6.1 | 6.2 | 1.2 | 1.6 | 0.3 | 1.9 | 2.0 | 0.8 | 0.8 | 0.6 | 0.5 | 1.2 | 1.3 | 2.2 | 1.2 | 4.5 | 2.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 49.3 | 6.9 | 330.6 | -22.9 | 574.4 | -81.2 | -30.1 | 221.1 | -3.8 | 46.2 | 46.5 | -51.5 | 10.9 | -44.7 | 109.4 | -63.4 | -9.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2008
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