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Thornburg Investment Income Builder Fund (TIBRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.85+0.18 (+0.73%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.68%
5-Year Average Return7.26%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)36.42%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return36.42%
Worst 3-Yr Total Return2.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTIBRXCategory
YTD4.16%8.60%
1-Month-1.33%0.11%
3-Month3.80%4.82%
1-Year13.22%25.33%
3-Year6.63%8.02%
5-Year7.08%8.06%
10-Year5.69%6.03%
Last Bull Market16.44%13.54%
Last Bear Market-8.71%-13.20%

Annual Total Return (%) History

Year
TIBRXCategory
2024
N/AN/A
2023
17.49%N/A
2022
-8.62%N/A
2021
19.59%N/A
2020
-1.02%6.18%
2019
17.28%16.10%
2018
-5.01%-8.26%
2017
14.49%14.79%
2016
9.17%6.04%
2015
-5.72%-4.15%
2014
4.26%1.54%
2013
16.09%10.07%
2012
11.10%10.74%
2011
0.15%-3.99%
2010
13.14%10.58%
2009
36.42%24.37%
2008
-34.77%-28.98%
2007
17.81%11.39%
2006
24.06%16.61%
2005
N/A6.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.57%N/AN/AN/A
20235.37%3.36%-0.32%8.23%
2022-2.18%-8.71%-8.82%12.23%
20218.48%2.90%-0.69%7.88%
2020-26.02%14.57%0.85%15.79%
20197.02%2.39%1.73%5.21%
2018-2.57%0.72%4.03%-6.95%
20173.63%2.82%4.01%3.31%
20161.45%2.45%3.36%1.62%
20153.35%-0.20%-9.09%0.54%
20143.05%4.20%-1.60%-1.32%
20137.85%-1.03%3.73%4.85%
20125.15%-1.15%5.46%1.36%
20114.19%1.03%-10.05%5.77%
20104.06%-7.10%10.66%5.76%
2009-8.28%23.39%15.40%4.45%
2008-8.70%-4.73%-11.56%-15.21%
20073.49%7.40%5.42%0.54%
20069.14%0.28%4.55%8.42%
20051.86%3.90%1.32%N/A

Rank In Category (By Total Return)

YTD10
1-Month13
3-Month11
1-Year9
3-Year2
5-Year10

Load Adjusted Returns

1-Year13.22%
3-Year6.63%
5-Year7.08%
10-Year5.69%