Performance analysis of TAOZ (THORNBURG AMERICAN OPPORTUNITIES FUND ETF CLASS)
Annual Return
Since Apr 1, 2026, TAOZ has had an average annual return of +7.82%, underperforming the benchmark SPY, which returned +13.54% annual.
| 2026 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.85% | +1.27% | +0.07% | +1.48% | +7.82% |
Drawdown analysis of TAOZ (THORNBURG AMERICAN OPPORTUNITIES FUND ETF CLASS)
The maximum drawdown for the TAOZ was -3.85%, occurring on Apr 29, 2026. Recovery took 25 trading sessions.
The current TAOZ drawdown is -1.62%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.85% | Apr 17, 2026 | 8 | Apr 29, 2026 | 25 | Jun 4, 2026 | 33 |
| -2.80% | Jun 16, 2026 | 4 | Jun 23, 2026 | 8 | Jul 6, 2026 | 12 |
| -2.29% | Jun 4, 2026 | 4 | Jun 10, 2026 | 4 | Jun 16, 2026 | 8 |
| -1.62% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.30% | Jul 7, 2026 | 1 | Jul 8, 2026 | 3 | Jul 13, 2026 | 4 |
| -0.62% | Apr 9, 2026 | 1 | Apr 10, 2026 | 1 | Apr 13, 2026 | 2 |
| -0.50% | Apr 15, 2026 | 1 | Apr 16, 2026 | 1 | Apr 17, 2026 | 2 |
| -0.13% | Apr 6, 2026 | 1 | Apr 7, 2026 | 1 | Apr 8, 2026 | 2 |
| -0.13% | Jul 14, 2026 | 1 | Jul 15, 2026 | 1 | Jul 16, 2026 | 2 |