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Thornburg Investment Income Builder Fund (TIBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.63-0.07 (-0.27%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.07%
5-Year Average Return8.82%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Jun 23, 2024)37.04%
Worst 1 Yr Total Return (Jun 23, 2024)N/A
Best 3-Yr Total Return37.04%
Worst 3-Yr Total Return3.03%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTIBIXCategory
YTD8.51%8.60%
1-Month3.94%0.11%
3-Month7.85%4.82%
1-Year21.81%25.33%
3-Year7.83%8.02%
5-Year9.72%8.06%
10-Year6.56%6.03%
Last Bull Market16.69%13.54%
Last Bear Market-8.57%-13.20%

Annual Total Return (%) History

Year
TIBIXCategory
2024
N/AN/A
2023
18.17%N/A
2022
-8.03%N/A
2021
20.29%N/A
2020
-0.39%6.18%
2019
17.95%16.10%
2018
-4.39%-8.26%
2017
15.17%14.79%
2016
9.86%6.04%
2015
-5.10%-4.15%
2014
4.90%1.54%
2013
16.85%10.07%
2012
11.72%10.74%
2011
0.82%-3.99%
2010
13.79%10.58%
2009
37.04%24.37%
2008
-34.42%-28.98%
2007
18.66%11.39%
2006
24.70%16.61%
2005
9.26%6.56%
2004
17.60%15.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.74%N/AN/AN/A
20235.55%3.49%-0.18%8.36%
2022-2.00%-8.57%-8.69%12.41%
20218.62%3.04%-0.51%8.02%
2020-25.90%14.78%0.98%15.98%
20197.18%2.53%1.92%5.31%
2018-2.38%0.88%4.17%-6.80%
20173.77%2.97%4.19%3.45%
20161.60%2.60%3.56%1.77%
20153.49%0.02%-8.95%0.70%
20143.24%4.34%-1.44%-1.20%
20138.03%-0.85%3.87%5.03%
20125.28%-0.99%5.58%1.51%
20114.34%1.25%-9.93%5.95%
20104.19%-6.95%10.86%5.88%
2009-8.14%23.53%15.49%4.57%
2008-8.53%-4.60%-11.48%-15.10%
20073.66%7.59%5.56%0.79%
20069.36%0.39%4.62%8.57%
20051.46%2.02%4.06%1.44%
20043.69%-0.13%2.12%11.21%

Rank In Category (By Total Return)

YTD6
1-Month14
3-Month1
1-Year3
3-Year1
5-Year3

Load Adjusted Returns

1-Year21.81%
3-Year7.83%
5-Year9.72%
10-Year6.56%