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 +17.32% over the past year and +12.28% YTD, with dividends reinvested. Since Jul. 28, 2021, TBLD is up +57.46% in nominal total return, or +9.57%/yr, and is currently −3.06% below its total-return high on May 26, 2026.

Data ending Thu Jul. 16, 2026

Wed 2021-07-28💬 to Thu 2026-07-16 YTD
Return
1 Year
Return
TBLD
×
+12.28%
2026-07-16
+17.32%
2026-07-16
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Returns

Wed 2021-07-28💬 to Thu 2026-07-16 Overall
Return
Exponential
Trendline
TBLD
×
+57.46%
+9.57%/yr
+13.19%/yr
(R2=0.694)
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Growth of $10,000

Wed 2021-07-28💬 to Thu 2026-07-16 Start
Value
End
Value
TBLD
×
$10,000.00
2021-07-28
$15,746.17
2026-07-16
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Annual Returns

Year TBLD
2026 (YTD) +12.28%
2025 +31.87%
2024 +14.00%
2023 +17.99%
2022 −17.48%
2021 −4.20%

Drawdowns

Wed 2021-07-28💬 to Thu 2026-07-16 Current
Drawdown
Worst
Drawdown
TBLD
×
−3.06%
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 Thu 2026-07-16 1
Year
2
Years
3
Years
5
Years
10
Years
TBLD
×
+17.32% +51.70%
+23.17%/yr
+77.88%
+21.16%/yr
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock