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

Thu 2022-09-08? 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
CHW ×	+7.39% 2025-07-15	1.81 TRR 2025-07-15
Calamos Global Dynamic Income Closed Fund NASDAQ Mutual Fund
IDVO ×	+14.95% 2025-07-15	1.474 TRR 2025-07-15
Amplify International Enhanced Dividend Income ETF Exchange-Traded Fund
EDF ×	+13.45% 2025-07-15	0.9435 TRR 2025-07-15
Stone Harbor Emerging Markets Income Fund NYSE Mutual Fund

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Returns

Thu 2022-09-08? to Tue 2025-07-15	Overall Return	Exponential Trendline
TBLD ×	+57.35% +17.24%/yr	+15.43%/yr (R2=0.913)
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock
CHW ×	+18.66% +6.19%/yr	+14.34%/yr (R2=0.742)
Calamos Global Dynamic Income Closed Fund NASDAQ Mutual Fund
IDVO ×	+47.38% +14.58%/yr	+13.53%/yr (R2=0.909)
Amplify International Enhanced Dividend Income ETF Exchange-Traded Fund
EDF ×	+61.98% +18.44%/yr	+22.93%/yr (R2=0.788)
Stone Harbor Emerging Markets Income Fund NYSE Mutual Fund

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Growth of $10,000

Thu 2022-09-08? to Tue 2025-07-15	Start Value	End Value
TBLD ×	$10,000.00 2022-09-08	$15,734.94 2025-07-15
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock
CHW ×	$10,000.00 2022-09-08	$11,866.11 2025-07-15
Calamos Global Dynamic Income Closed Fund NASDAQ Mutual Fund
IDVO ×	$10,000.00 2022-09-08	$14,738.21 2025-07-15
Amplify International Enhanced Dividend Income ETF Exchange-Traded Fund
EDF ×	$10,000.00 2022-09-08	$16,197.87 2025-07-15
Stone Harbor Emerging Markets Income Fund NYSE Mutual Fund

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Annual Returns

Year	TBLD	CHW	IDVO	EDF
2025 (YTD)	+21.75%	+7.39%	+14.95%	+13.45%
2024	+10.81%	+24.24%	+7.08%	+22.02%
2023	+14.15%	+10.85%	+13.68%	+17.69%
2022	−22.49%	−41.52%	+5.32%	−32.33%
2021	−6.23%	+5.63%	—	−14.49%
2020	—	+20.68%	—	−32.06%
2019	—	+43.85%	—	+41.83%
2018	—	−21.83%	—	−19.78%
2017	—	+40.80%	—	+21.66%
2016	—	+7.46%	—	+39.36%
2015	—	−14.58%	—	−10.45%
2014	—	+11.72%	—	−5.67%
2013	—	+15.28%	—	−19.56%
2012	—	+22.85%	—	+27.53%
2011	—	−8.78%	—	−11.83%
2010	—	+13.39%	—	−0.06%
2009	—	+49.34%	—	—
2008	—	−47.55%	—	—
2007	—	−11.92%	—	—

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Drawdowns

Thu 2022-09-08? to Tue 2025-07-15	Current Drawdown	Worst Drawdown
TBLD ×	−0.96%	−12.96% 2022-09-29
Thornburg Income Builder Opportunities Trust Common Stock NASDAQ Common Stock
CHW ×	−0.51%	−27.42% 2022-10-14
Calamos Global Dynamic Income Closed Fund NASDAQ Mutual Fund
IDVO ×	−1.16%	−15.60% 2025-04-08
Amplify International Enhanced Dividend Income ETF Exchange-Traded Fund
EDF ×	−1.22%	−28.59% 2023-10-27
Stone Harbor Emerging Markets Income Fund NYSE Mutual Fund