TIBIX
Thornburg Investment Income Builder Fund Class I
Mutual fund
$37.54+0.20 (+0.54%)Close Oct 2, 2026
Nov 3, 2003 – Oct 2, 2026, Dividends reinvested
- Final balance
- $92,389
- CAGR
- +10.19%
- Max drawdown
- −47.85%
- Sharpe ratio
- 0.81
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.36%
- 3M
- +0.19%
- 6M
- +4.68%
- YTD
- +15.82%
- 1Y
- +23.11%
- 3Y
- +25.44%
- 5Y
- +16.20%
- 10Y
- +12.09%
- 15Y
- +10.84%
- 20Y
- +9.27%
- Since 2003
- +10.19%
Metrics
Since 2003| Volatility | 13.06% |
|---|---|
| Sortino ratio | 1.12 |
| Calmar ratio | 0.21 |
| Best year, 2009 | +37.23% |
| Worst year, 2008 | −34.34% |
| Positive years | 17 of 22 |
| Longest drawdown | 3.2 years |
Worst drawdowns
Since 2003| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −47.8% | Oct 2007 | Mar 2009 | Jan 2011 | 3.2 years |
| −34.8% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −20.8% | Feb 2022 | Oct 2022 | Jul 2023 | 1.5 years |
| −20.5% | Apr 2015 | Feb 2016 | Mar 2017 | 1.9 years |
| −14.2% | Apr 2011 | Sep 2011 | Aug 2012 | 1.3 years |
Annual returns
2003 from Nov 3 · 2026 through Oct 2