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Thornburg Global Opportunities Fund Class R3: (MF: THORX)
(NASDAQ Mutual Funds) As of Jun 24, 2025 08:00 PM ET
$41.61 USD
+0.69 (1.69%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.57 | 5 |
| 3 months | 4.90 | 18 |
| 6 months | 12.14 | 2 |
| 1 Year | 14.17 | 25 |
| 3 Year | 12.15 | 28 |
| 5 Year | 15.81 | 5 |
| 10 Year | 7.92 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 688.48 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 11.34 |
| 5 Year | 18.28 |
| 10 Year | 7.71 |
| Since Inception | 7.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 7.10 | NA | NA | NA |
| 2024 | 8.26 | 3.49 | 5.01 | -4.35 |
| 2023 | 4.08 | 2.71 | -0.89 | 9.16 |
| 2022 | -2.61 | -13.08 | -8.00 | 14.93 |
| 2021 | 6.71 | 5.75 | -2.16 | 3.42 |
| 2020 | -24.49 | 21.70 | 11.23 | 20.01 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.57 | 12.54 | 15.67 | -10.50 | 14.19 | 22.67 | 28.08 | -21.07 | 21.36 | 3.49 | 0.95 |
| % Total Return Rel to Index | 8.39 | -6.68 | -8.74 | 8.59 | -3.96 | 8.59 | 2.87 | -10.64 | 1.24 | -1.83 | 3.71 |
| % Total Return Rel to Peer | 7.39 | 0.16 | -2.97 | 9.05 | -2.01 | 6.00 | 3.33 | -11.04 | -0.86 | -2.08 | 3.22 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 2.00 | 3.00 | 5.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.89 | 0.55 | 0.27 | 0.39 | 0.00 | 0.19 | 0.45 | 0.07 | 0.09 | 0.04 |
| % Yield | 0.00 | 2.32 | 2.47 | 0.82 | 0.95 | 0.00 | 0.58 | 1.77 | 0.23 | 0.35 | 0.18 |
| Capital Gains ($) | 0.00 | 0.97 | 1.19 | 0.79 | 4.55 | 2.31 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 |
* 1 = Top 20%, 5 = Bottom 20%