Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIBMX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R5) | 16.97% | 38.14% | 26.40% | 16.09% | 12.49% | 10.04% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 38.14 | 26.40 | 16.09 | 12.49 | 10.04 | NA | … | … | 16.97 | 36.85 | 13.36 | 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 | 4.43 | 2.41 | 1.23 | 0.79 | NA | NA | … | … | 4.28 | 3.29 | 1.14 | 1.41 | -0.59 | 2.15 | -0.02 | 1.97 | -0.50 | 2.50 | 0.81 | -0.43 | 0.63 | 2.01 | 1.38 | 0.03 | 1.21 | 2.01 | -1.51 | 0.58 |
| Standard Deviation(%) | NA | 8.42 | 9.68 | 11.16 | 13.68 | NA | NA | … | … | 10.37 | 10.38 | 8.56 | 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 | 5.39 | 9.24 | 20.84 | 34.80 | NA | NA | … | … | 5.39 | 9.24 | 5.58 | 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 | 6.48 | 6.70 | 5.84 | 5.97 | 5.72 | 4.39 | … | … | 0.75 | 7.36 | 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 06/04/2026, Common starting date 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) |
27.18%
May 2023 – May 2026 |
17.84%
Oct 2020 – Oct 2025 |
13.10%
Feb 2016 – Feb 2026 |
9.90%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart