TIBIX,VTV Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

TIBIX,VTV: Total Return Chart (with Dividends Reinvested)

Dividends Reinvested:

Fri 2004-01-30^? 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
VTV ^×	+8.43% 2026-05-01	7.466 TR 2026-05-01
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Returns

Fri 2004-01-30^? to Fri 2026-05-01	Overall Return	Exponential Trendline
TIBIX ^×	+866.54% +10.73%/yr	+8.35%/yr (R²=0.952)
Thornburg Investment Income Builder Fund - Class I Mutual Fund
VTV ^×	+646.61% +9.46%/yr	+9.33%/yr (R²=0.922)
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Fri 2004-01-30^? to Fri 2026-05-01	Start Value	End Value
TIBIX ^×	$10,000.00 2004-01-30	$96,653.99 2026-05-01
Thornburg Investment Income Builder Fund - Class I Mutual Fund
VTV ^×	$10,000.00 2004-01-30	$74,661.22 2026-05-01
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year	TIBIX	VTV
2026 (YTD)	+14.92%	+8.43%
2025	+37.01%	+15.27%
2024	+13.47%	+15.95%
2023	+18.29%	+9.32%
2022	−7.69%	−2.09%
2021	+20.36%	+26.53%
2020	−0.31%	+2.33%
2019	+18.01%	+25.66%
2018	−4.12%	−5.47%
2017	+15.23%	+17.14%
2016	+9.85%	+17.10%
2015	−5.07%	−0.98%
2014	+5.44%	+13.17%
2013	+16.84%	+33.09%
2012	+11.86%	+15.18%
2011	+0.73%	+1.11%
2010	+13.88%	+14.54%
2009	+43.69%	+19.88%
2008	−31.85%	−35.89%
2007	+19.76%	−0.12%
2006	+26.26%	+22.38%
2005	+11.61%	+7.21%
2004	+18.12%	+13.85%
2003	+5.91%	—

Drawdowns

Fri 2004-01-30^? 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
VTV ^×	−0.40%	−59.27% 2009-03-05
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund