TIBCX
Thornburg Investment Income Builder Fund Class C
Mutual fund
$37.15+0.21 (+0.57%)Close Oct 2, 2026
Dec 24, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $90,524
- CAGR
- +9.71%
- Max drawdown
- −48.55%
- Sharpe ratio
- 0.79
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.61%
- 3M
- −0.06%
- 6M
- +4.13%
- YTD
- +14.95%
- 1Y
- +21.81%
- 3Y
- +24.18%
- 5Y
- +15.02%
- 10Y
- +10.95%
- 15Y
- +9.70%
- 20Y
- +8.14%
- Since 2002
- +9.71%
Metrics
Since 2002| Volatility | 12.86% |
|---|---|
| Sortino ratio | 1.08 |
| Calmar ratio | 0.20 |
| Best year, 2009 | +36.06% |
| Worst year, 2008 | −35.07% |
| Positive years | 17 of 23 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −48.6% | Oct 2007 | Mar 2009 | Mar 2011 | 3.3 years |
| −35.0% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −21.4% | Feb 2022 | Oct 2022 | Dec 2023 | 1.8 years |
| −21.2% | Apr 2015 | Feb 2016 | May 2017 | 2 years |
| −14.5% | Apr 2011 | Sep 2011 | Sep 2012 | 1.4 years |
Annual returns
2002 from Dec 24 · 2026 through Oct 2