All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

TBLD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2021-07-28? to Tue 2025-07-15 YTD
Return
TRR
Price
TBLD
×
+21.75%
2025-07-15
1.119 TRR
2025-07-15
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Returns

Wed 2021-07-28? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
TBLD
×
+11.94%
+2.89%/yr
+3.76%/yr
(R2=0.115)
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Growth of $10,000

Wed 2021-07-28? to Tue 2025-07-15 Start
Value
End
Value
TBLD
×
$10,000.00
2021-07-28
$11,194.29
2025-07-15
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock

Annual Returns

Year TBLD
2025 (YTD) +21.75%
2024 +10.81%
2023 +14.15%
2022 −22.49%
2021 −6.23%

Drawdowns

Wed 2021-07-28? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
TBLD
×
−0.96% −38.87%
2022-09-29
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock