Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIBCX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS C) | 14.84% | 34.41% | 24.62% | 14.64% | 11.27% | 8.93% | 8.10% | … | … |
Data as of 06/05/2026, Common starting date is 03/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIBCX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS C) | 03/19/2003 | 06/05/2026 |
| 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 (%) | -1.83 | 34.41 | 24.62 | 14.64 | 11.27 | 8.93 | 8.10 | … | … | 14.84 | 35.70 | 12.34 | 17.08 | -8.67 | 19.13 | -1.37 | 16.80 | -5.22 | 14.00 | 8.70 | -6.05 | 4.19 | 15.61 | 10.74 | -0.37 | 12.39 | 33.24 | -36.00 | 17.45 | 22.09 | 7.43 | 13.79 | 30.57 |
| Sharpe Ratio | NA | 4.33 | 2.33 | 1.15 | 0.72 | NA | NA | … | … | 4.27 | 3.20 | 1.04 | 1.33 | -0.66 | 2.05 | -0.05 | 1.85 | -0.59 | 2.39 | 0.72 | -0.51 | 0.51 | 1.88 | 1.27 | -0.03 | 1.19 | 2.38 | -1.40 | 1.16 | 2.33 | 0.76 | 1.64 | 4.74 |
| Standard Deviation(%) | NA | 8.39 | 9.58 | 11.07 | 13.61 | NA | NA | … | … | 10.38 | 10.30 | 8.42 | 10.20 | 15.46 | 9.31 | 30.16 | 8.27 | 11.15 | 5.61 | 11.80 | 12.03 | 8.24 | 8.28 | 8.48 | 15.45 | 10.33 | 13.92 | 26.31 | 12.41 | 8.04 | 6.81 | 7.83 | 8.32 |
| Draw Down(%) | NA | 5.61 | 9.21 | 21.43 | 34.97 | NA | NA | … | … | 5.61 | 9.21 | 5.58 | 6.45 | 21.43 | 4.05 | 34.97 | 5.70 | 13.50 | 1.77 | 9.82 | 15.32 | 8.55 | 8.74 | 7.38 | 14.51 | 10.95 | 19.46 | 43.45 | 9.08 | 8.99 | 6.10 | 7.56 | 4.20 |
| Yield(%) | 0.00 | 5.80 | 5.77 | 4.95 | 4.96 | 4.75 | 4.88 | … | … | 0.75 | 6.39 | 5.01 | 4.46 | 4.12 | 4.96 | 3.26 | 4.01 | 3.48 | 3.87 | 3.37 | 3.21 | 4.44 | 4.29 | 5.54 | 5.44 | 5.29 | 4.30 | 2.92 | 6.01 | 5.49 | 4.89 | 1.10 | 1.93 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| TIBCX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS C) |
-8.55%
Feb 2006 – Feb 2009 |
-1.63%
Mar 2015 – Mar 2020 |
3.17%
Mar 2010 – Mar 2020 |
3.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBCX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS C) |
26.13%
May 2023 – May 2026 |
17.28%
Feb 2009 – Feb 2014 |
12.05%
Feb 2016 – Feb 2026 |
9.13%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart