TIBOX
Thornburg Investment Income Builder Fund Class R6
Mutual fund
$37.43+0.20 (+0.54%)Close Oct 2, 2026
Apr 10, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $29,975
- CAGR
- +12.28%
- Max drawdown
- −34.73%
- Sharpe ratio
- 0.91
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.36%
- 3M
- +0.23%
- 6M
- +4.72%
- YTD
- +15.91%
- 1Y
- +23.18%
- 3Y
- +25.54%
- 5Y
- +16.30%
- Since 2017
- +12.28%
Metrics
Since 2017| Volatility | 13.78% |
|---|---|
| Sortino ratio | 1.23 |
| Calmar ratio | 0.35 |
| Best year, 2025 | +37.09% |
| Worst year, 2022 | −7.56% |
| Positive years | 5 of 8 |
| Longest drawdown | 1.5 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.7% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −20.7% | Feb 2022 | Oct 2022 | Jul 2023 | 1.5 years |
| −12.8% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
| −9.2% | Mar 2025 | Apr 2025 | Apr 2025 | 1 month |
| −5.8% | Sep 2023 | Oct 2023 | Dec 2023 | 3 months |
Annual returns
2017 from Apr 10 · 2026 through Oct 2