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Thornburg Global Opportunities Fund Class R5: (MF: THOFX)
(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET
$46.22 USD
+0.13 (0.28%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.66 | 1 |
| 3 months | 13.28 | 20 |
| 6 months | 14.46 | 3 |
| 1 Year | 20.80 | 6 |
| 3 Year | 18.16 | 9 |
| 5 Year | 15.42 | 4 |
| 10 Year | 9.17 | 40 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 871.57 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 19.76 |
| 5 Year | 16.64 |
| 10 Year | 9.27 |
| Since Inception | 8.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 7.23 | 10.96 | NA | NA |
| 2024 | 8.35 | 3.65 | 5.12 | -4.26 |
| 2023 | 4.20 | 2.85 | -0.78 | 9.29 |
| 2022 | -2.49 | -12.96 | -7.87 | 15.02 |
| 2021 | 6.81 | 5.90 | -2.03 | 3.53 |
| 2020 | -24.90 | 21.86 | 11.36 | 20.19 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.66 | 13.03 | 16.22 | -10.07 | 14.74 | 22.50 | 28.75 | -20.67 | 21.96 | 4.05 | 1.43 |
| % Total Return Rel to Index | 10.47 | -6.19 | -8.18 | 9.02 | -3.42 | 8.42 | 3.54 | -10.24 | 1.84 | -1.27 | 4.19 |
| % Total Return Rel to Peer | 10.91 | 0.65 | -2.41 | 9.49 | -1.46 | 5.83 | 4.00 | -10.64 | -0.27 | -1.51 | 3.71 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 2.00 | 2.00 | 5.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 1.08 | 0.73 | 0.44 | 0.58 | 0.08 | 0.17 | 0.65 | 0.20 | 0.21 | 0.14 |
| % Yield | 0.00 | 2.76 | 2.94 | 1.33 | 1.36 | 0.21 | 0.52 | 2.51 | 0.60 | 0.76 | 0.53 |
| Capital Gains ($) | 0.00 | 0.97 | 1.19 | 0.78 | 4.55 | 2.31 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 |
* 1 = Top 20%, 5 = Bottom 20%