Thornburg Global Financials
| THOAX Fund | USD 37.33 0.02 0.05% |
Thornburg |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Thornburg Global Fund Summary
Thornburg Global competes with Vanguard High-yield, Morningstar Aggressive, Artisan High, Goldman Sachs, and T Rowe. The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. , believes may assist The fund invests in pursuing its goal, including smaller companies with market capitalizations of less than 500 million.Specialization | World Large-Stock Blend, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8852153431 |
| Business Address | Thornburg Investment Trust |
| Mutual Fund Family | Thornburg |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 847 0200 |
| Currency | USD - US Dollar |
Thornburg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Global's current stock value. Our valuation model uses many indicators to compare Thornburg Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thornburg Global competition to find correlations between indicators driving Thornburg Global's intrinsic value. More Info.Thornburg Global Opportunities is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Thornburg Global Opportunities is roughly 12.89 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Thornburg Global's earnings, one of the primary drivers of an investment's value.Thornburg Global Opp Systematic Risk
Thornburg Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Thornburg Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Thornburg Global Opp correlated with the market. If Beta is less than 0 Thornburg Global generally moves in the opposite direction as compared to the market. If Thornburg Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Thornburg Global Opp is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Thornburg Global is generally in the same direction as the market. If Beta > 1 Thornburg Global moves generally in the same direction as, but more than the movement of the benchmark.
Thornburg Global November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Thornburg Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Thornburg Global Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Thornburg Global Opportunities based on widely used predictive technical indicators. In general, we focus on analyzing Thornburg Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Thornburg Global's daily price indicators and compare them against related drivers.
| Information Ratio | (0.26) | |||
| Maximum Drawdown | 4.54 | |||
| Value At Risk | (1.30) | |||
| Potential Upside | 0.8025 |
Other Information on Investing in Thornburg Mutual Fund
Thornburg Global financial ratios help investors to determine whether Thornburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thornburg with respect to the benefits of owning Thornburg Global security.
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