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 +20.00% over the past year and +10.98% YTD, with dividends reinvested. Since Jul. 28, 2021, TBLD is up +55.64% in nominal total return, or +9.42%/yr, and is currently −4.18% below its total-return high on May 26, 2026.

Data ending Fri Jun. 26, 2026

Wed 2021-07-28💬 to Fri 2026-06-26 YTD
Return
1 Year
Return
TBLD
×
+10.98%
2026-06-26
+20.00%
2026-06-26
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Returns

Wed 2021-07-28💬 to Fri 2026-06-26 Overall
Return
Exponential
Trendline
TBLD
×
+55.64%
+9.42%/yr
+13.02%/yr
(R2=0.684)
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Growth of $10,000

Wed 2021-07-28💬 to Fri 2026-06-26 Start
Value
End
Value
TBLD
×
$10,000.00
2021-07-28
$15,563.92
2026-06-26
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Annual Returns

Year TBLD
2026 (YTD) +10.98%
2025 +31.87%
2024 +14.00%
2023 +17.99%
2022 −17.48%
2021 −4.20%

Drawdowns

Wed 2021-07-28💬 to Fri 2026-06-26 Current
Drawdown
Worst
Drawdown
TBLD
×
−4.18%
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 Fri 2026-06-26 1
Year
2
Years
3
Years
5
Years
10
Years
TBLD
×
+20.00% +55.02%
+24.51%/yr
+79.39%
+21.51%/yr
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock