Canada markets open in 9 hours 12 minutes

Thornburg Investment Income Builder Fund (TIBCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
24.55+0.09 (+0.37%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.03%
5-Year Average Return6.67%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Apr 29, 2024)35.91%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return35.91%
Worst 3-Yr Total Return1.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTIBCXCategory
YTD5.52%8.60%
1-Month5.06%0.11%
3-Month5.52%4.82%
1-Year17.32%25.33%
3-Year7.31%8.02%
5-Year7.61%8.06%
10-Year5.53%6.03%
Last Bull Market33.39%13.54%
Last Bear Market-8.82%-13.20%

Annual Total Return (%) History

Year
TIBCXCategory
2024
N/AN/A
2023
17.00%N/A
2022
-8.91%N/A
2021
19.10%N/A
2020
-1.40%6.18%
2019
16.86%16.10%
2018
-5.39%-8.26%
2017
14.00%14.79%
2016
8.70%6.04%
2015
-6.05%-4.15%
2014
3.80%1.54%
2013
15.63%10.07%
2012
10.68%10.74%
2011
-0.25%-3.99%
2010
12.65%10.58%
2009
35.91%24.37%
2008
-35.12%-28.98%
2007
17.47%11.39%
2006
23.64%16.61%
2005
8.28%6.56%
2004
16.35%15.24%
2003
31.62%25.32%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.52%N/AN/AN/A
20235.23%3.27%-0.40%8.10%
2022-2.24%-8.82%-8.93%12.20%
20218.39%2.80%-0.79%7.74%
2020-26.15%14.53%0.75%15.71%
20196.93%2.30%1.65%5.10%
2018-2.62%0.62%3.89%-7.05%
20173.53%2.72%3.90%3.17%
20161.36%2.29%3.26%1.53%
20153.25%-0.25%-9.23%0.50%
20142.94%4.10%-1.70%-1.46%
20137.75%-1.14%3.63%4.75%
20125.05%-1.25%5.36%1.27%
20114.09%0.93%-10.10%5.61%
20103.90%-7.19%10.62%5.61%
2009-8.39%23.32%15.28%4.36%
2008-8.77%-4.91%-11.69%-15.31%
20073.38%7.35%5.33%0.49%
20069.11%0.18%4.44%8.31%
20051.19%1.80%3.90%1.17%
20043.29%-0.33%1.89%10.93%
2003-0.84%16.34%2.36%11.46%

Rank In Category (By Total Return)

YTD26
1-Month4
3-Month26
1-Year10
3-Year3
5-Year12

Load Adjusted Returns

1-Year16.32%
3-Year7.31%
5-Year7.61%
10-Year5.53%