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

Total Real Returns

TIBIX: Total Return Chart (with Dividends Reinvested)

TIBIX total return snapshot: TIBIX returned +31.58% over the past year and +19.72% YTD, with dividends reinvested. Since Nov. 14, 2003, TIBIX is up +983.35% in nominal total return, or +11.03%/yr, and is currently −0.13% below its total-return high on Aug. 14, 2026.

Data ending Wed Aug. 26, 2026

Growth of $10,000

Fri 2003-11-14💬 to Wed 2026-08-26 Overall
Return
Exponential
Trendline
TIBIX
×
+983.35%
+11.03%/yr
+8.53%/yr
R2=0.951
Thornburg Investment Income Builder Fund Mutual Fund

Growth of $10,000 Summary

Fri 2003-11-14💬 to Wed 2026-08-26 Start
Value
End
Value
TIBIX
×
$10,000.00
2003-11-14
$108,335.41
2026-08-26

This Year’s Performance

through 2026-08-26

  YTD YoY
TIBIX
×
+19.72% +31.58%

Drawdowns

  Current
Drawdown
Worst
Drawdown
TIBIX
×
−0.13%
on 2026-08-26
from 2026-08-14 peak
−45.25%
on 2009-03-09
from 2007-10-31 peak

Rolling Returns

Period ending Wed 2026-08-26 1 yr 2 yr 3 yr 5 yr 10 yr
TIBIX
×
+31.58% +63.61%
+27.91%/yr
+104.28%
+26.88%/yr
+117.44%
+16.81%/yr
+226.23%
+12.55%/yr

Annual Returns

Year TIBIX
2026 (YTD) +19.72%
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%