Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIBOX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R6) | 17.05% | 38.43% | 26.66% | 16.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIBOX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R6) | 04/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 38.43 | 26.66 | 16.32 | NA | NA | NA | … | … | 17.05 | 37.09 | 13.55 | 18.37 | -7.56 | 20.45 | -0.23 | 18.09 | -4.14 | 11.23 |
| Sharpe Ratio | NA | 4.45 | 2.43 | 1.25 | NA | NA | NA | … | … | 4.30 | 3.31 | 1.15 | 1.44 | -0.58 | 2.18 | -0.02 | 1.99 | -0.49 | 2.51 |
| Standard Deviation(%) | NA | 8.45 | 9.70 | 11.17 | NA | NA | NA | … | … | 10.40 | 10.38 | 8.61 | 10.33 | 15.54 | 9.37 | 30.22 | 8.34 | 11.39 | 6.02 |
| Draw Down(%) | NA | 5.37 | 9.19 | 20.74 | NA | NA | NA | … | … | 5.37 | 9.19 | 5.55 | 6.45 | 20.74 | 3.80 | 34.75 | 5.72 | 12.78 | 1.77 |
| Yield(%) | 0.00 | 6.67 | 6.93 | 6.04 | 5.50 | 3.67 | 2.75 | … | … | 0.79 | 7.58 | 6.15 | 5.54 | 5.20 | 6.15 | 4.17 | 5.12 | 4.58 | 4.04 |
Data as of 06/04/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBOX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R6) |
-0.38%
Oct 2017 – Oct 2020 |
2.91%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBOX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R6) |
27.43%
May 2023 – May 2026 |
18.08%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart