All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
TBLD real return snapshot: after CPI-U inflation, TBLD returned +14.50% over the past year and +8.60% YTD, with dividends reinvested. Since Jul. 28, 2021, TBLD is up +28.24% in real purchasing-power return, or +5.14%/yr, and is currently −3.34% below its real total-return high on Feb. 19, 2026.
Data ending Wed Jul. 15, 2026
| Wed 2021-07-28💬 to Wed 2026-07-15 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| TBLD × |
+8.60%
2026-07-15 |
+14.50%
2026-07-15 |
||||
| Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock | ||||||
| Wed 2021-07-28💬 to Wed 2026-07-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| TBLD × |
+28.24%
+5.14%/yr |
+9.18%/yr
(R2=0.488) |
||||
| Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock | ||||||
| Wed 2021-07-28💬 to Wed 2026-07-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| TBLD × |
$10,000.00
2021-07-28 |
$12,824.29
2026-07-15 |
||||
| Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock | ||||||
| Year | TBLD |
|---|---|
| 2026 (YTD) | +8.60% |
| 2025 | +28.44% |
| 2024 | +10.81% |
| 2023 | +14.17% |
| 2022 | −22.49% |
| 2021 | −6.24% |
| Wed 2021-07-28💬 to Wed 2026-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| TBLD × |
−3.34%
from 2026-02-19 peak |
−38.84%
2022-09-29 from 2021-09-01 peak |
||||
| Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock | ||||||
| Period ending Wed 2026-07-15 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| TBLD × | +14.50% |
+42.50% +19.37%/yr |
+62.12% +17.48%/yr |
— | — | |
| Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock | ||||||
