TIBAX
Thornburg Investment Income Builder Fund Class A
Mutual fund
$37.25+0.21 (+0.57%)Close Oct 2, 2026
Dec 24, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $106,494
- CAGR
- +10.46%
- Max drawdown
- −48.07%
- Sharpe ratio
- 0.84
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.42%
- 3M
- +0.15%
- 6M
- +4.56%
- YTD
- +15.68%
- 1Y
- +22.82%
- 3Y
- +25.15%
- 5Y
- +15.92%
- 10Y
- +11.81%
- 15Y
- +10.53%
- 20Y
- +8.93%
- Since 2002
- +10.46%
Metrics
Since 2002| Volatility | 12.90% |
|---|---|
| Sortino ratio | 1.15 |
| Calmar ratio | 0.22 |
| Best year, 2009 | +36.77% |
| Worst year, 2008 | −34.57% |
| Positive years | 18 of 23 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −48.1% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −34.8% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −20.9% | Feb 2022 | Oct 2022 | Sep 2023 | 1.6 years |
| −20.7% | Apr 2015 | Feb 2016 | Apr 2017 | 2 years |
| −14.3% | Apr 2011 | Sep 2011 | Aug 2012 | 1.3 years |
Annual returns
2002 from Dec 24 · 2026 through Oct 2