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TIGVX: THORNBURG INTERNATIONAL GROWTH FUND THORNBURG INTERNATIONAL GROWTH FUND - CLASS R3 (MUTUAL FUND)
Basic Info 25.69 1(3.75%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 02/12/2008 |
| Last Dividend Date: | 11/20/2025 |
| 12-Mo. Yield | 0.96% |
| Expenses | 0.89% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -3.6 | 5.5 | 7.0 | 7.5 | -1.6 | 5.2 | 5.3 | 5.1 | 9.2 | 2.0 | 17.8 | -26.4 | -10.8 | 32.3 | 25.7 | -17.2 | 34.2 | -5.2 | 6.3 | -12.6 | 36.2 | 21.9 | -3.0 | 27.5 | 45.0 | -43.7 |
| Sharpe Ratio | NA | 0.59 | 0.29 | 0.29 | -0.25 | 0.21 | NA | 0.23 | 0.39 | -0.13 | 1.13 | -1.21 | -0.63 | 1.14 | 2.13 | -1.28 | 4.35 | -0.31 | 0.44 | -1.1 | 3.52 | 1.62 | -0.14 | 1.88 | 1.98 | -1.42 |
| Draw Down(%) | NA | 11.9 | 11.9 | 20.2 | 46.3 | 47.3 | NA | 58.1 | 17.4 | 11.3 | 13.9 | 36.5 | 20.9 | 27.6 | 9.1 | 26.0 | 3.8 | 15.0 | 13.9 | 17.6 | 7.1 | 13.4 | 19.4 | 12.2 | 25.5 | 52.9 |
| Standard Deviation(%) | NA | 18.6 | 14.9 | 14.8 | 16.8 | 17.1 | NA | 18.0 | 16.5 | 12.6 | 12.7 | 23.1 | 17.1 | 27.9 | 11.4 | 14.6 | 7.7 | 17.4 | 14.3 | 11.4 | 10.3 | 13.6 | 22.2 | 14.5 | 22.6 | 34.0 |
| Treynor Ratio | NA | 0.15 | 0.06 | 0.06 | -0.06 | 0.05 | NA | 0.06 | 0.1 | -0.03 | 0.22 | -0.44 | -0.21 | 0.38 | 0.35 | -0.26 | 0.53 | -0.06 | 0.08 | -0.17 | 0.55 | 0.31 | -0.04 | 0.46 | 0.61 | -0.7 |
| Alpha | NA | 0.04 | 0.0 | 0.0 | -0.01 | -0.01 | NA | 0.0 | 0.0 | 0.0 | 0.03 | -0.02 | -0.02 | -0.04 | 0.01 | -0.04 | 0.03 | -0.03 | 0.03 | -0.04 | 0.07 | 0.03 | 0.03 | 0.06 | 0.04 | -0.12 |
| Beta | NA | 0.71 | 0.69 | 0.7 | 0.67 | 0.72 | NA | 0.71 | 0.66 | 0.52 | 0.64 | 0.64 | 0.52 | 0.85 | 0.69 | 0.71 | 0.64 | 0.91 | 0.8 | 0.76 | 0.65 | 0.71 | 0.71 | 0.6 | 0.73 | 0.69 |
| RSquared | NA | 0.74 | 0.74 | 0.78 | 0.79 | 0.8 | NA | 0.82 | 0.77 | 0.63 | 0.78 | 0.85 | 0.47 | 0.91 | 0.77 | 0.83 | 0.57 | 0.84 | 0.81 | 0.69 | 0.72 | 0.8 | 0.83 | 0.81 | 0.88 | 0.87 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.0 | 8.1 | 0.2 | 0.1 | 0.0 | 0.0 | 1.0 | 3.2 | 4.5 | 0.0 | 0.0 | 4.6 | 3.4 | 0.0 | 0.0 | 0.3 | 0.8 | 1.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -87.8 | 5800.0 | -3.0 | N/A | N/A | -100.0 | -75.7 | -7.9 | 10050.0 | N/A | -100.0 | 72.7 | 18833.3 | N/A | -100.0 | -40.3 | -64.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2008
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