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THOGX: THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS R6 (MUTUAL FUND)
Basic Info 53.09 1.66(3.03%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 04/10/2017 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 7.54% |
| Expenses | 0.99% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 04/10/2017 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 10.7 | 34.4 | 25.0 | 10.1 | 10.3 | 41.3 | 13.2 | 16.4 | -12.2 | 2.1 | 14.4 | 29.0 | -20.6 | 13.3 |
| Sharpe Ratio | NA | 1.8 | 2.77 | 1.72 | 0.48 | 0.48 | 2.69 | 0.88 | 0.99 | -0.67 | 0.12 | 0.43 | 2.0 | -1.45 | 2.3 |
| Draw Down(%) | NA | 8.6 | 8.6 | 13.7 | 30.9 | 35.3 | 13.7 | 7.4 | 11.4 | 24.6 | 16.4 | 35.3 | 11.1 | 27.8 | 4.2 |
| Standard Deviation(%) | NA | 13.4 | 11.5 | 12.6 | 15.5 | 17.6 | 14.3 | 10.9 | 13.0 | 20.3 | 17.6 | 33.0 | 13.8 | 15.2 | 7.8 |
| Treynor Ratio | NA | 0.43 | 0.52 | 0.28 | 0.09 | 0.09 | 0.44 | 0.13 | 0.14 | -0.15 | 0.02 | 0.13 | 0.23 | -0.22 | 0.23 |
| Alpha | NA | 0.04 | 0.06 | 0.04 | 0.01 | 0.01 | 0.04 | 0.03 | 0.01 | 0.01 | -0.02 | 0.01 | 0.01 | -0.03 | 0.0 |
| Beta | NA | 0.57 | 0.61 | 0.76 | 0.84 | 0.95 | 0.88 | 0.73 | 0.93 | 0.93 | 0.91 | 1.06 | 1.17 | 1.0 | 0.79 |
| RSquared | NA | 0.64 | 0.61 | 0.71 | 0.68 | 0.77 | 0.77 | 0.66 | 0.76 | 0.86 | 0.45 | 0.9 | 0.79 | 0.79 | 0.52 |
| Yield(%) | N/A | 0.0 | 7.4 | 7.3 | 4.1 | N/A | 8.6 | 6.2 | 6.3 | 1.4 | 1.8 | 0.4 | 1.9 | 2.2 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 47.8 | 469.6 | N/A | N/A | 47.8 | 7.2 | 300.8 | -23.2 | 382.0 | -71.0 | -34.7 | 401.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2017
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