Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBWCX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS C) | 2.12% | 9.31% | 9.97% | 4.30% | 9.56% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBWCX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS C) | 10/01/2015 | 06/11/2026 |
| 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 (%) | -1.23 | 9.31 | 9.97 | 4.30 | 9.56 | NA | NA | … | … | 2.12 | 22.61 | 5.73 | 11.29 | -19.04 | 19.31 | 26.67 | 22.94 | -14.66 | 21.20 | 6.13 | 3.94 |
| Sharpe Ratio | NA | 0.50 | 0.50 | 0.11 | 0.47 | NA | NA | … | … | 0.06 | 1.32 | 0.18 | 0.69 | -0.98 | 1.18 | 0.93 | 2.03 | -1.25 | 3.22 | 0.49 | 1.85 |
| Standard Deviation(%) | NA | 13.07 | 13.33 | 15.38 | 15.79 | NA | NA | … | … | 15.75 | 15.05 | 11.55 | 11.24 | 20.88 | 16.39 | 28.19 | 10.58 | 12.90 | 6.42 | 12.16 | 8.97 |
| Draw Down(%) | NA | 12.11 | 13.09 | 33.64 | 33.64 | NA | NA | … | … | 12.11 | 11.70 | 8.51 | 12.13 | 30.06 | 9.18 | 29.27 | 8.57 | 21.44 | 2.88 | 9.51 | 3.02 |
| Yield(%) | 0.00 | 0.36 | 0.28 | 2.95 | 4.43 | 3.00 | 2.25 | … | … | 0.00 | 0.41 | 0.01 | 0.43 | 0.00 | 16.06 | 0.00 | 1.54 | 6.85 | 3.57 | 6.13 | 0.00 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| TBWCX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS C) |
-2.49%
Jun 2021 – Jun 2024 |
3.80%
Oct 2017 – Oct 2022 |
8.64%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBWCX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS C) |
22.94%
Dec 2018 – Dec 2021 |
16.24%
Jun 2016 – Jun 2021 |
10.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart