TIBGX
Thornburg Investment Income Builder Fund Class R4
Mutual fund
$37.27+0.20 (+0.54%)Close Oct 2, 2026
Feb 1, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $43,680
- CAGR
- +8.22%
- Max drawdown
- −44.04%
- Sharpe ratio
- 0.65
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.47%
- 3M
- +0.10%
- 6M
- +4.47%
- YTD
- +15.51%
- 1Y
- +22.55%
- 3Y
- +24.84%
- 5Y
- +15.61%
- 10Y
- +11.52%
- 15Y
- +10.27%
- Since 2008
- +8.22%
Metrics
Since 2008| Volatility | 13.71% |
|---|---|
| Sortino ratio | 0.88 |
| Calmar ratio | 0.19 |
| Best year, 2009 | +36.47% |
| Worst year, 2022 | −8.18% |
| Positive years | 13 of 17 |
| Longest drawdown | 2.4 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −44.0% | May 2008 | Mar 2009 | Oct 2010 | 2.4 years |
| −34.9% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −21.1% | Feb 2022 | Oct 2022 | Sep 2023 | 1.6 years |
| −20.9% | Apr 2015 | Feb 2016 | Apr 2017 | 2 years |
| −14.4% | Apr 2011 | Sep 2011 | Aug 2012 | 1.3 years |
Annual returns
2008 from Feb 1 · 2026 through Oct 2