PortfoliosLab logo
THOIX vs. PRNEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between THOIX and PRNEX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

THOIX vs. PRNEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thornburg Global Opportunities Fund (THOIX) and T. Rowe Price New Era Fund (PRNEX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period


THOIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

PRNEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


THOIX vs. PRNEX - Expense Ratio Comparison

THOIX has a 0.99% expense ratio, which is higher than PRNEX's 0.56% expense ratio.


Risk-Adjusted Performance

THOIX vs. PRNEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

THOIX
The Risk-Adjusted Performance Rank of THOIX is 6666
Overall Rank
The Sharpe Ratio Rank of THOIX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of THOIX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of THOIX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of THOIX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of THOIX is 6666
Martin Ratio Rank

PRNEX
The Risk-Adjusted Performance Rank of PRNEX is 66
Overall Rank
The Sharpe Ratio Rank of PRNEX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of PRNEX is 66
Sortino Ratio Rank
The Omega Ratio Rank of PRNEX is 66
Omega Ratio Rank
The Calmar Ratio Rank of PRNEX is 88
Calmar Ratio Rank
The Martin Ratio Rank of PRNEX is 33
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

THOIX vs. PRNEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Thornburg Global Opportunities Fund (THOIX) and T. Rowe Price New Era Fund (PRNEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



Loading data...

Dividends

THOIX vs. PRNEX - Dividend Comparison

THOIX's dividend yield for the trailing twelve months is around 2.74%, while PRNEX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
THOIX
Thornburg Global Opportunities Fund
2.74%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PRNEX
T. Rowe Price New Era Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

THOIX vs. PRNEX - Drawdown Comparison


Loading data...

Volatility

THOIX vs. PRNEX - Volatility Comparison


Loading data...