Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIBAX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS A) | 17.67% | 39.18% | 26.49% | 16.11% | 12.42% | 9.86% | 8.97% | … | … |
Data as of 06/03/2026, Common starting date is 03/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIBAX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS A) | 03/19/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 39.18 | 26.49 | 16.11 | 12.42 | 9.86 | 8.97 | … | … | 17.67 | 36.62 | 13.23 | 18.01 | -7.95 | 20.08 | -0.58 | 17.71 | -4.40 | 14.78 | 9.50 | -5.37 | 4.99 | 16.48 | 11.43 | 0.36 | 13.12 | 33.64 | -35.71 | 18.21 | 22.49 | 7.86 | 13.92 | 31.67 |
| Sharpe Ratio | NA | 4.42 | 2.39 | 1.22 | 0.78 | NA | NA | … | … | 4.30 | 3.27 | 1.12 | 1.40 | -0.61 | 2.15 | -0.03 | 1.95 | -0.51 | 2.49 | 0.79 | -0.45 | 0.60 | 1.98 | 1.35 | 0.02 | 1.26 | 2.41 | -1.39 | 1.21 | 2.38 | 0.82 | 1.66 | 4.89 |
| Standard Deviation(%) | NA | 8.41 | 9.67 | 11.13 | 13.65 | NA | NA | … | … | 10.32 | 10.36 | 8.57 | 10.33 | 15.47 | 9.34 | 30.16 | 8.34 | 11.32 | 5.69 | 11.78 | 12.04 | 8.31 | 8.29 | 8.49 | 15.49 | 10.35 | 13.91 | 26.35 | 12.48 | 8.06 | 6.86 | 7.79 | 8.38 |
| Draw Down(%) | NA | 5.43 | 9.20 | 20.94 | 34.80 | NA | NA | … | … | 5.43 | 9.20 | 5.58 | 6.44 | 20.94 | 3.86 | 34.80 | 5.69 | 13.02 | 1.82 | 9.81 | 15.00 | 8.45 | 8.63 | 7.27 | 14.31 | 10.90 | 19.39 | 43.29 | 9.09 | 9.05 | 6.08 | 7.50 | 4.15 |
| Yield(%) | 0.00 | 6.38 | 6.56 | 5.71 | 5.83 | 5.51 | 5.62 | … | … | 0.72 | 7.24 | 5.81 | 5.21 | 4.88 | 5.81 | 3.87 | 4.78 | 4.24 | 4.60 | 4.09 | 3.92 | 5.23 | 5.03 | 6.25 | 6.11 | 5.88 | 4.68 | 3.24 | 6.71 | 5.84 | 5.24 | 1.20 | 2.88 |
Data as of 06/03/2026, Common starting date is 03/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBAX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS A) |
-8.11%
Feb 2006 – Feb 2009 |
-0.87%
Mar 2015 – Mar 2020 |
3.93%
Mar 2010 – Mar 2020 |
3.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBAX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS A) |
27.00%
May 2023 – May 2026 |
18.01%
Feb 2009 – Feb 2014 |
12.92%
Feb 2016 – Feb 2026 |
9.92%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart