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Thornburg Investment Income Builder Fund (TIBGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.09+0.07 (+0.28%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.08%
5-Year Average Return7.96%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (May 6, 2024)36.29%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return36.29%
Worst 3-Yr Total Return2.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTIBGXCategory
YTD4.19%8.60%
1-Month-1.36%0.11%
3-Month3.82%4.82%
1-Year13.31%25.33%
3-Year6.74%8.02%
5-Year7.18%8.06%
10-Year5.78%6.03%
Last Bull Market16.51%13.54%
Last Bear Market-8.72%-13.20%

Annual Total Return (%) History

Year
TIBGXCategory
2024
N/AN/A
2023
17.53%N/A
2022
-8.47%N/A
2021
19.69%N/A
2020
-0.90%6.18%
2019
17.35%16.10%
2018
-4.91%-8.26%
2017
14.58%14.79%
2016
9.28%6.04%
2015
-5.65%-4.15%
2014
4.40%1.54%
2013
16.21%10.07%
2012
11.21%10.74%
2011
0.27%-3.99%
2010
13.30%10.58%
2009
36.29%24.37%
2008
N/A-28.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.63%N/AN/AN/A
20235.35%3.38%-0.30%8.24%
2022-2.11%-8.72%-8.78%12.29%
20218.50%2.97%-0.66%7.85%
2020-26.03%14.69%0.82%15.86%
20196.99%2.46%1.75%5.21%
2018-2.52%0.73%4.06%-6.93%
20173.65%2.85%4.02%3.33%
20161.53%2.42%3.38%1.65%
20153.37%-0.12%-9.13%0.57%
20143.13%4.18%-1.52%-1.33%
20137.87%-1.00%3.75%4.88%
20125.11%-1.07%5.48%1.39%
20114.16%1.11%-10.05%5.85%
20104.08%-7.06%10.73%5.78%
2009-8.24%23.43%15.45%4.22%
2008-4.73%-11.50%-15.19%N/A

Rank In Category (By Total Return)

YTD9
1-Month14
3-Month10
1-Year7
3-Year2
5-Year10

Load Adjusted Returns

1-Year13.31%
3-Year6.74%
5-Year7.18%
10-Year5.78%