Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TIBMX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND - CLASS R5) | 21.20% | 23.76% | 18.28% | 15.47% | 8.96% | 9.14% | NA | 6.75% |
Data as of 07/25/2025, AR inception is 02/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIBMX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND - CLASS R5) | 02/05/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | 23.76 | 18.28 | 15.47 | 8.96 | 9.14 | NA | 6.75 | 21.20 | 10.60 | 18.12 | -7.76 | 20.24 | -0.43 | 17.90 | -4.24 | 14.98 | 9.74 | -5.22 | 5.27 | 16.68 | 11.69 | 0.49 | 12.59 | 28.03 | -38.56 | 9.66 |
| Sharpe Ratio | NA | 1.83 | 1.35 | 1.16 | 0.53 | NA | NA | 0.40 | 3.08 | 0.48 | 1.36 | -0.59 | 2.15 | -0.02 | 1.98 | -0.49 | 2.50 | 0.81 | -0.43 | 0.63 | 2.01 | 1.38 | 0.03 | 1.21 | 2.01 | -1.50 | 0.59 |
| Standard Deviation(%) | NA | 11.26 | 11.04 | 11.64 | 14.05 | NA | NA | 14.02 | 12.32 | 8.39 | 10.32 | 15.51 | 9.40 | 30.23 | 8.34 | 11.31 | 5.76 | 11.77 | 12.09 | 8.33 | 8.26 | 8.53 | 15.46 | 10.34 | 13.93 | 26.18 | 13.18 |
| Draw Down(%) | NA | 9.24 | 12.76 | 20.84 | 34.80 | NA | NA | 53.01 | 9.24 | 6.38 | 6.44 | 20.84 | 3.84 | 34.80 | 5.70 | 12.90 | 1.81 | 9.80 | 14.94 | 8.44 | 8.61 | 7.20 | 14.29 | 10.93 | 20.26 | 44.74 | 9.33 |
| Yield(%) | 0.00 | 4.47 | 5.41 | 6.04 | 4.95 | 6.00 | 3.93 | 4.37 | 0.91 | 5.95 | 5.35 | 5.02 | 5.95 | 4.00 | 4.93 | 4.39 | 4.80 | 4.29 | 4.11 | 5.45 | 5.22 | 6.47 | 6.31 | 5.42 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 02/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBMX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND - CLASS R5) |
-8.56%
Jun 2007 - Jun 2010 |
-2.19%
May 2007 - May 2012 |
2.75%
Oct 2007 - Oct 2017 |
3.04%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBMX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND - CLASS R5) |
20.56%
Feb 2009 - Feb 2012 |
17.28%
Feb 2009 - Feb 2014 |
10.67%
Feb 2009 - Feb 2019 |
9.85%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart