# Thornburg American Opportunities Fund (TAOZ) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Thornburg American Opportunities Fund (TAOZ) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: TAOZ +10.59%, SPY +80.74%. As of Oct 19, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/TAOZ/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=TAOZ%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| TAOZ | +10.59% | -6.03% | +10.59% |
| SPY | +80.74% | -24.49% | +13.07% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| TAOZ | — | — | — | — |
| SPY | +15.41% | +34.36% | +86.39% | +80.74% |

## Annual

| Year | TAOZ | SPY |
|---|---:|---:|
| YTD | +10.59% | +13.07% |
| 2025 | — | +18.01% |
| 2024 | — | +25.59% |
| 2023 | — | +26.73% |
| 2022 | — | -18.64% |
| 2021 | — | +5.08% |

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Research context only. Not personalized investment advice.