TIBMX
Thornburg Investment Income Builder Fund Class R5
Mutual fund
$37.51+0.20 (+0.54%)Close Oct 2, 2026
Feb 1, 2007 – Oct 2, 2026, Dividends reinvested
- Final balance
- $50,711
- CAGR
- +8.61%
- Max drawdown
- −48.98%
- Sharpe ratio
- 0.67
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.40%
- 3M
- +0.19%
- 6M
- +4.62%
- YTD
- +15.73%
- 1Y
- +22.95%
- 3Y
- +25.30%
- 5Y
- +16.07%
- 10Y
- +11.98%
- 15Y
- +10.71%
- Since 2007
- +8.61%
Metrics
Since 2007| Volatility | 13.74% |
|---|---|
| Sortino ratio | 0.92 |
| Calmar ratio | 0.18 |
| Best year, 2009 | +37.06% |
| Worst year, 2008 | −34.41% |
| Positive years | 13 of 18 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2007| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −49.0% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −34.8% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −20.8% | Feb 2022 | Oct 2022 | Jul 2023 | 1.5 years |
| −20.6% | Apr 2015 | Feb 2016 | Mar 2017 | 1.9 years |
| −14.3% | Apr 2011 | Sep 2011 | Aug 2012 | 1.3 years |
Annual returns
2007 from Feb 1 · 2026 through Oct 2