TIBRX
Thornburg Investment Income Builder Fund Class R3
Mutual fund
$37.21+0.20 (+0.54%)Close Oct 2, 2026
Jan 31, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $57,970
- CAGR
- +8.45%
- Max drawdown
- −48.50%
- Sharpe ratio
- 0.68
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.55%
- 3M
- +0.03%
- 6M
- +4.33%
- YTD
- +15.31%
- 1Y
- +22.30%
- 3Y
- +24.66%
- 5Y
- +15.47%
- 10Y
- +11.39%
- 15Y
- +10.14%
- 20Y
- +8.36%
- Since 2005
- +8.45%
Metrics
Since 2005| Volatility | 13.21% |
|---|---|
| Sortino ratio | 0.93 |
| Calmar ratio | 0.17 |
| Best year, 2025 | +36.15% |
| Worst year, 2008 | −35.73% |
| Positive years | 15 of 20 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −48.5% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −34.9% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −21.2% | Feb 2022 | Oct 2022 | Dec 2023 | 1.8 years |
| −20.9% | Apr 2015 | Feb 2016 | May 2017 | 2 years |
| −14.4% | Apr 2011 | Sep 2011 | Aug 2012 | 1.3 years |
Annual returns
2005 from Jan 31 · 2026 through Oct 2