Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIBGX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R4) | 14.85% | 34.86% | 25.17% | 15.17% | 11.81% | 9.46% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIBGX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R4) | 02/12/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | 34.86 | 25.17 | 15.17 | 11.81 | 9.46 | NA | … | … | 14.85 | 36.27 | 12.93 | 17.63 | -8.18 | 19.74 | -0.86 | 17.34 | -4.75 | 14.58 | 9.29 | -5.65 | 4.86 | 16.19 | 11.28 | 0.14 | 11.82 | 27.66 | -32.97 |
| Sharpe Ratio | NA | 3.71 | 2.27 | 1.14 | 0.75 | NA | NA | … | … | 3.33 | 3.24 | 1.10 | 1.38 | -0.62 | 2.11 | -0.04 | 1.91 | -0.55 | 2.50 | 0.77 | -0.47 | 0.59 | 1.96 | 1.33 | 0.01 | 1.13 | 1.97 | -1.38 |
| Standard Deviation(%) | NA | 8.67 | 9.65 | 11.13 | 13.65 | NA | NA | … | … | 10.71 | 10.34 | 8.47 | 10.22 | 15.46 | 9.33 | 30.22 | 8.30 | 11.26 | 5.59 | 11.76 | 12.02 | 8.27 | 8.25 | 8.53 | 15.47 | 10.34 | 14.01 | 26.96 |
| Draw Down(%) | NA | 5.49 | 9.22 | 21.13 | 34.89 | NA | NA | … | … | 5.49 | 9.22 | 5.53 | 6.47 | 21.13 | 3.88 | 34.89 | 5.73 | 13.19 | 1.77 | 9.75 | 15.15 | 8.49 | 8.68 | 7.29 | 14.38 | 10.93 | 20.29 | 41.84 |
| Yield(%) | 0.00 | 6.09 | 6.26 | 5.42 | 5.51 | 5.29 | 4.01 | … | … | 0.66 | 6.99 | 5.54 | 4.94 | 4.61 | 5.51 | 3.67 | 4.49 | 3.98 | 4.38 | 3.89 | 3.71 | 5.05 | 4.83 | 6.07 | 5.93 | 4.69 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBGX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R4) |
-2.99%
Mar 2017 – Mar 2020 |
-1.14%
Mar 2015 – Mar 2020 |
3.70%
Mar 2010 – Mar 2020 |
4.48%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBGX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R4) |
26.68%
May 2023 – May 2026 |
17.36%
Oct 2020 – Oct 2025 |
12.61%
Feb 2016 – Feb 2026 |
9.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart