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Thornburg Investment Income Builder Fund (TIBAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.68+0.09 (+0.37%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.81%
5-Year Average Return7.64%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)36.60%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return36.60%
Worst 3-Yr Total Return2.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTIBAXCategory
YTD4.29%8.60%
1-Month-1.34%0.11%
3-Month3.90%4.82%
1-Year13.61%25.33%
3-Year7.02%8.02%
5-Year7.47%8.06%
10-Year6.05%6.03%
Last Bull Market16.65%13.54%
Last Bear Market-8.62%-13.20%

Annual Total Return (%) History

Year
TIBAXCategory
2024
N/AN/A
2023
17.90%N/A
2022
-8.27%N/A
2021
20.02%N/A
2020
-0.65%6.18%
2019
17.66%16.10%
2018
-4.62%-8.26%
2017
14.78%14.79%
2016
9.50%6.04%
2015
-5.37%-4.15%
2014
4.53%1.54%
2013
16.50%10.07%
2012
11.36%10.74%
2011
0.49%-3.99%
2010
13.42%10.58%
2009
36.60%24.37%
2008
-34.64%-28.98%
2007
18.26%11.39%
2006
24.31%16.61%
2005
8.75%6.56%
2004
16.89%15.24%
2003
32.02%25.32%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.71%N/AN/AN/A
20235.47%3.45%-0.24%8.31%
2022-2.08%-8.62%-8.73%12.32%
20218.58%3.00%-0.60%7.97%
2020-25.98%14.76%0.88%15.94%
20197.06%2.52%1.82%5.28%
2018-2.44%0.81%4.08%-6.83%
20173.71%2.85%4.13%3.34%
20161.53%2.48%3.44%1.75%
20153.43%-0.07%-9.06%0.67%
20143.12%4.24%-1.49%-1.29%
20137.94%-0.95%3.80%4.98%
20125.17%-1.08%5.59%1.38%
20114.27%1.11%-9.94%5.84%
20104.13%-7.04%10.78%5.77%
2009-8.27%23.40%15.47%4.51%
2008-8.59%-4.72%-11.55%-15.15%
20073.53%7.54%5.46%0.71%
20069.26%0.34%4.49%8.53%
20051.29%1.97%3.90%1.32%
20043.49%-0.25%1.96%11.06%
2003-0.84%16.35%2.51%11.62%

Rank In Category (By Total Return)

YTD8
1-Month14
3-Month10
1-Year7
3-Year2
5-Year7

Load Adjusted Returns

1-Year8.50%
3-Year5.39%
5-Year6.48%
10-Year5.56%