Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIBRX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R3) | 16.85% | 37.45% | 25.77% | 15.49% | 11.90% | 9.48% | 8.60% | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIBRX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R3) | 02/04/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 37.45 | 25.77 | 15.49 | 11.90 | 9.48 | 8.60 | … | … | 16.85 | 36.15 | 12.77 | 17.59 | -8.34 | 19.65 | -0.96 | 17.32 | -4.82 | 14.49 | 9.18 | -5.72 | 4.68 | 16.08 | 11.17 | 0.03 | 13.19 | 33.55 | -35.76 | 17.84 | 21.64 | 1.80 |
| Sharpe Ratio | NA | 4.36 | 2.36 | 1.18 | 0.75 | NA | NA | … | … | 4.23 | 3.24 | 1.08 | 1.38 | -0.63 | 2.10 | -0.04 | 1.90 | -0.55 | 2.47 | 0.76 | -0.48 | 0.56 | 1.94 | 1.31 | 0.00 | 1.27 | 2.41 | -1.39 | 1.18 | 2.29 | -0.05 |
| Standard Deviation(%) | NA | 8.39 | 9.60 | 11.10 | 13.65 | NA | NA | … | … | 10.41 | 10.32 | 8.45 | 10.20 | 15.50 | 9.33 | 30.23 | 8.34 | 11.27 | 5.63 | 11.79 | 12.04 | 8.26 | 8.28 | 8.54 | 15.45 | 10.36 | 13.89 | 26.27 | 12.50 | 8.01 | 6.89 |
| Draw Down(%) | NA | 5.51 | 9.23 | 21.15 | 34.88 | NA | NA | … | … | 5.51 | 9.23 | 5.54 | 6.48 | 21.15 | 3.95 | 34.88 | 5.74 | 13.24 | 1.82 | 9.76 | 15.18 | 8.53 | 8.66 | 7.27 | 14.39 | 10.90 | 19.42 | 43.28 | 9.09 | 9.00 | 6.41 |
| Yield(%) | 0.00 | 5.97 | 6.12 | 5.31 | 5.38 | 5.17 | 5.28 | … | … | 0.64 | 6.81 | 5.42 | 4.84 | 4.51 | 5.40 | 3.57 | 4.41 | 3.87 | 4.29 | 3.77 | 3.60 | 4.88 | 4.71 | 5.95 | 5.83 | 5.95 | 4.53 | 3.13 | 6.45 | 5.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBRX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R3) |
-8.43%
Feb 2006 – Feb 2009 |
-1.20%
Mar 2015 – Mar 2020 |
3.63%
Mar 2010 – Mar 2020 |
3.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIBRX (THORNBURG INVESTMENT INCOME BUILDER FUND THORNBURG INVESTMENT INCOME BUILDER FUND – CLASS R3) |
26.53%
May 2023 – May 2026 |
17.78%
Feb 2009 – Feb 2014 |
12.51%
Feb 2016 – Feb 2026 |
9.58%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart