Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBWAX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS A) | 1.60% | 9.58% | 10.61% | 5.00% | 9.70% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBWAX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS A) | 10/01/2015 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 9.58 | 10.61 | 5.00 | 9.70 | NA | NA | … | … | 1.60 | 23.54 | 6.53 | 12.14 | -18.49 | 20.34 | 26.56 | 23.72 | -14.29 | 21.88 | 6.76 | 4.10 |
| Sharpe Ratio | NA | 0.56 | 0.56 | 0.16 | 0.51 | NA | NA | … | … | 0.10 | 1.38 | 0.25 | 0.76 | -0.96 | 1.24 | 0.93 | 2.10 | -1.22 | 3.33 | 0.54 | 1.95 |
| Standard Deviation(%) | NA | 13.07 | 13.32 | 15.36 | 15.81 | NA | NA | … | … | 15.74 | 15.04 | 11.56 | 11.24 | 20.85 | 16.39 | 28.28 | 10.61 | 12.89 | 6.40 | 12.18 | 8.90 |
| Draw Down(%) | NA | 12.07 | 12.74 | 33.01 | 33.01 | NA | NA | … | … | 12.07 | 11.59 | 8.35 | 11.99 | 29.64 | 8.98 | 29.28 | 8.57 | 21.04 | 2.86 | 9.41 | 3.01 |
| Yield(%) | 0.00 | 1.15 | 1.10 | 3.36 | 4.74 | 3.35 | 2.51 | … | … | 0.00 | 1.32 | 0.87 | 1.15 | 0.24 | 15.87 | 0.00 | 1.47 | 7.55 | 3.94 | 6.20 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBWAX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS A) |
-1.77%
Jun 2021 – Jun 2024 |
4.35%
Oct 2017 – Oct 2022 |
9.29%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBWAX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS A) |
23.51%
Dec 2018 – Dec 2021 |
16.77%
Jun 2016 – Jun 2021 |
11.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart