Canada markets closed

Thornburg Global Opportunities Fund (THOCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
34.93+0.22 (+0.63%)
At close: 05:39PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.20%
5-Year Average Return10.67%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (May 1, 2024)44.84%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return44.84%
Worst 3-Yr Total Return-0.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTHOCXCategory
YTD8.04%12.08%
1-Month5.99%0.64%
3-Month8.04%6.49%
1-Year19.51%38.01%
3-Year5.59%12.74%
5-Year11.60%12.82%
10-Year7.96%9.05%
Last Bull Market36.90%18.82%
Last Bear Market-13.20%-20.53%

Annual Total Return (%) History

Year
THOCXCategory
2024
N/AN/A
2023
14.93%N/A
2022
-11.02%N/A
2021
13.55%N/A
2020
21.45%12.96%
2019
27.42%25.26%
2018
-21.51%-10.06%
2017
20.69%22.28%
2016
2.88%6.93%
2015
0.32%-0.92%
2014
17.57%3.67%
2013
27.22%24.08%
2012
20.64%14.39%
2011
-8.48%-7.19%
2010
14.34%14.49%
2009
44.84%34.45%
2008
-48.54%-41.13%
2007
30.84%12.16%
2006
N/A19.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.04%N/AN/AN/A
20233.90%2.57%-1.06%9.00%
2022-2.75%-13.20%-8.13%14.75%
20216.56%5.61%-2.28%3.25%
2020-24.94%21.56%11.09%19.81%
201912.18%0.45%-1.01%14.23%
2018-5.68%0.38%-1.10%-16.18%
20176.97%6.36%3.36%2.63%
2016-2.47%-5.52%5.97%5.35%
20156.41%0.04%-9.61%4.26%
20143.72%9.34%-2.23%6.03%
20137.77%0.00%9.12%8.18%
201212.88%-9.14%11.99%5.04%
20116.16%3.56%-21.76%6.40%
20108.79%-12.15%8.84%9.92%
2009-14.45%35.76%21.12%2.97%
2008-10.68%-1.25%-20.17%-26.92%
20077.64%14.19%9.24%-2.55%
200616.56%N/AN/AN/A

Rank In Category (By Total Return)

YTD42
1-Month1
3-Month42
1-Year57
3-Year64
5-Year18

Load Adjusted Returns

1-Year18.51%
3-Year5.59%
5-Year11.60%
10-Year7.96%