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 +13.23% over the past year and +8.78% YTD, with dividends reinvested. Since Jul. 28, 2021, TBLD is up +28.46% in real purchasing-power return, or +5.17%/yr, and is currently −3.17% below its real total-return high on Feb. 19, 2026.
Data ending Thu Jul. 16, 2026
| Wed 2021-07-28💬 to Thu 2026-07-16 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| TBLD × |
+8.78%
2026-07-16 |
+13.23%
2026-07-16 |
||||
| Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock | ||||||
| Wed 2021-07-28💬 to Thu 2026-07-16 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| TBLD × |
+28.46%
+5.17%/yr |
+9.19%/yr
(R2=0.489) |
||||
| Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock | ||||||
| Wed 2021-07-28💬 to Thu 2026-07-16 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| TBLD × |
$10,000.00
2021-07-28 |
$12,846.49
2026-07-16 |
||||
| Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock | ||||||
| Year | TBLD |
|---|---|
| 2026 (YTD) | +8.78% |
| 2025 | +28.44% |
| 2024 | +10.81% |
| 2023 | +14.17% |
| 2022 | −22.49% |
| 2021 | −6.24% |
| Wed 2021-07-28💬 to Thu 2026-07-16 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| TBLD × |
−3.17%
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 Thu 2026-07-16 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| TBLD × | +13.23% |
+42.58% +19.41%/yr |
+62.40% +17.54%/yr |
— | — | |
| Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock | ||||||
