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Thornburg Investment Income Builder Fund (TIBMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.17+0.13 (+0.52%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.24%
5-Year Average Return8.40%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (May 6, 2024)36.88%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return36.88%
Worst 3-Yr Total Return2.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTIBMXCategory
YTD4.36%8.60%
1-Month-1.32%0.11%
3-Month3.95%4.82%
1-Year13.78%25.33%
3-Year7.18%8.02%
5-Year7.62%8.06%
10-Year6.22%6.03%
Last Bull Market16.70%13.54%
Last Bear Market-8.60%-13.20%

Annual Total Return (%) History

Year
TIBMXCategory
2024
N/AN/A
2023
18.00%N/A
2022
-8.10%N/A
2021
20.18%N/A
2020
-0.51%6.18%
2019
17.85%16.10%
2018
-4.49%-8.26%
2017
14.98%14.79%
2016
9.73%6.04%
2015
-5.22%-4.15%
2014
4.77%1.54%
2013
16.70%10.07%
2012
11.61%10.74%
2011
0.64%-3.99%
2010
13.76%10.58%
2009
36.88%24.37%
2008
-34.48%-28.98%
2007
N/A11.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.75%N/AN/AN/A
20235.48%3.47%-0.20%8.34%
2022-2.03%-8.60%-8.68%12.39%
20218.61%3.06%-0.55%7.96%
2020-25.94%14.77%0.97%15.93%
20197.11%2.55%1.85%5.34%
2018-2.37%0.84%4.15%-6.84%
20173.74%2.94%4.16%3.37%
20161.57%2.57%3.48%1.79%
20153.46%-0.02%-8.99%0.67%
20143.20%4.31%-1.46%-1.23%
20137.99%-0.88%3.84%4.99%
20125.25%-1.01%5.56%1.48%
20114.30%1.17%-9.90%5.86%
20104.17%-6.98%10.85%5.92%
2009-8.22%23.63%15.49%4.45%
2008-8.53%-4.69%-11.42%-15.15%
20077.53%5.57%0.64%N/A

Rank In Category (By Total Return)

YTD8
1-Month13
3-Month10
1-Year5
3-Year2
5-Year4

Load Adjusted Returns

1-Year13.78%
3-Year7.18%
5-Year7.62%
10-Year6.22%