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

Total Real Returns

TIBIX: Total Return Chart (with Dividends Reinvested)

Fri 2003-11-14? to Fri 2026-05-01 YTD
Return
TR
Price
TIBIX
×
+14.92%
2026-05-01
10.4 TR
2026-05-01
Thornburg Investment Income Builder Fund - Class I Mutual Fund

Returns

Fri 2003-11-14? to Fri 2026-05-01 Overall
Return
Exponential
Trendline
TIBIX
×
+939.90%
+10.99%/yr
+8.40%/yr
(R2=0.953)
Thornburg Investment Income Builder Fund - Class I Mutual Fund

Growth of $10,000

Fri 2003-11-14? to Fri 2026-05-01 Start
Value
End
Value
TIBIX
×
$10,000.00
2003-11-14
$103,989.89
2026-05-01
Thornburg Investment Income Builder Fund - Class I Mutual Fund

Annual Returns

Year TIBIX
2026 (YTD) +14.92%
2025 +37.01%
2024 +13.47%
2023 +18.29%
2022 −7.69%
2021 +20.36%
2020 −0.31%
2019 +18.01%
2018 −4.12%
2017 +15.23%
2016 +9.85%
2015 −5.07%
2014 +5.44%
2013 +16.84%
2012 +11.86%
2011 +0.73%
2010 +13.88%
2009 +43.69%
2008 −31.85%
2007 +19.76%
2006 +26.26%
2005 +11.61%
2004 +18.12%
2003 +5.91%

Drawdowns

Fri 2003-11-14? to Fri 2026-05-01 Current
Drawdown
Worst
Drawdown
TIBIX
×
−0.05% −45.25%
2009-03-09
Thornburg Investment Income Builder Fund - Class I Mutual Fund