All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

TBLD: Total Return Chart (with Dividends Reinvested)

TBLD total return snapshot: TBLD returned +18.63% over the past year and +12.08% YTD, with dividends reinvested. Since Jul. 28, 2021, TBLD is up +57.17% in nominal total return, or +9.54%/yr, and is currently −3.23% below its total-return high on May 26, 2026.

Data ending Wed Jul. 15, 2026

Wed 2021-07-28💬 to Wed 2026-07-15 YTD
Return
1 Year
Return
TBLD
×
+12.08%
2026-07-15
+18.63%
2026-07-15
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Returns

Wed 2021-07-28💬 to Wed 2026-07-15 Overall
Return
Exponential
Trendline
TBLD
×
+57.17%
+9.54%/yr
+13.18%/yr
(R2=0.693)
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Growth of $10,000

Wed 2021-07-28💬 to Wed 2026-07-15 Start
Value
End
Value
TBLD
×
$10,000.00
2021-07-28
$15,717.44
2026-07-15
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Annual Returns

Year TBLD
2026 (YTD) +12.08%
2025 +31.87%
2024 +14.00%
2023 +17.99%
2022 −17.48%
2021 −4.20%

Drawdowns

Wed 2021-07-28💬 to Wed 2026-07-15 Current
Drawdown
Worst
Drawdown
TBLD
×
−3.23%
from 2026-05-26 peak
−33.65%
2022-09-29
from 2021-09-01 peak
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Rolling Returns

Period ending Wed 2026-07-15 1
Year
2
Years
3
Years
5
Years
10
Years
TBLD
×
+18.63% +51.61%
+23.13%/yr
+77.55%
+21.09%/yr
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock