Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TIBCX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND - CLASS C) | 21.82% | 22.69% | 17.25% | 14.43% | 7.96% | 8.14% | 7.31% | 8.81% |
Data as of 07/25/2025, AR inception 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 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | 22.69 | 17.25 | 14.43 | 7.96 | 8.14 | 7.31 | 8.81 | 21.82 | 11.37 | 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 | 1.75 | 1.27 | 1.08 | 0.46 | NA | NA | 0.57 | 3.22 | 0.57 | 1.27 | -0.65 | 2.05 | -0.05 | 1.86 | -0.59 | 2.39 | 0.72 | -0.51 | 0.51 | 1.88 | 1.27 | -0.03 | 1.19 | 2.38 | -1.40 | 1.17 | 2.35 | 0.77 | 1.64 | 4.75 |
| Standard Deviation(%) | NA | 11.16 | 10.92 | 11.55 | 13.98 | NA | NA | 13.10 | 12.20 | 8.43 | 10.17 | 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 | 9.21 | 12.98 | 21.43 | 34.97 | NA | NA | 48.78 | 9.21 | 6.40 | 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 | 3.73 | 4.50 | 5.00 | 4.04 | 4.94 | 4.94 | 6.99 | 1.50 | 4.08 | 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 07/25/2025, AR inception 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) |
21.28%
Feb 2009 - Feb 2012 |
17.28%
Feb 2009 - Feb 2014 |
10.17%
Feb 2009 - Feb 2019 |
9.13%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart