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Thornburg Investment Trust Glbl Oppt Cl A: (MF: THOAX)

(NASDAQ Mutual Funds) As of Feb 14, 2020 08:00 PM ET

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$31.98 USD

-0.01 (-0.03%)

Zacks MF Rank 5-Strong Sell         5

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Jan 31, 2020

Total Return %* Percentile Rank Objective
YTD -3.28 86
3 months 5.97 32
6 months 8.92 16
1 Year 12.75 62
3 Year 4.87 89
5 Year 4.75 82
10 Year 9.55 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -61.17
Bull Market (2/09 - 9/19) 360.43

Load Adjusted Returns as of Jan 31, 2020

1 Year 22.82
5 Year 4.36
10 Year 9.28
Since Inception 8.58

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 12.37 0.65 -0.82 14.42
2018 -5.53 0.56 -0.89 -16.00
2017 7.13 6.57 3.57 2.85
2016 -2.28 -5.36 6.16 5.56
2015 6.66 0.18 -9.42 4.47

Annual Return

20202019201820172016201520142013201220112010
% Total Return -3.2828.34-20.9121.643.641.1118.4428.1821.57-7.7815.33
% Total Return Rel to Index -2.603.14-10.491.52-1.693.8715.514.088.39-0.165.77
% Total Return Rel to Peer -2.213.60-10.88-0.58-1.933.3816.554.015.82-0.390.27
% Perf Quintile vs Peer* 0.002.005.003.004.002.001.002.001.003.002.00
% Dividends 0.000.180.550.110.110.080.030.110.080.250.24
% Yield 0.590.572.140.340.400.300.110.530.471.721.50
Capital Gains ($) 0.000.280.000.000.000.000.000.000.000.000.00
Expense Ratio 0.001.311.281.331.351.321.411.461.491.481.47

* 1 = Top 20%, 5 = Bottom 20%