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

Total Real Returns

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

TIBIX real return snapshot: after CPI-U inflation, TIBIX returned +31.77% over the past year and +13.37% YTD, with dividends reinvested. Since Nov. 14, 2003, TIBIX is up +484.90% in real purchasing-power return, or +8.13%/yr, and is currently −0.59% below its real total-return high on Jun. 2, 2026.

Data ending Mon Jun. 22, 2026

Fri 2003-11-14💬 to Mon 2026-06-22 YTD
Return 		1 Year
Return
TIBIX × 		+13.37%
2026-06-22 		+31.77%
2026-06-22
Thornburg Investment Income Builder Fund - Class I Mutual Fund

Returns

Fri 2003-11-14💬 to Mon 2026-06-22 Overall
Return 		Exponential
Trendline
TIBIX × 		+484.90%
+8.13%/yr 		+5.99%/yr
(R2=0.917)
Thornburg Investment Income Builder Fund - Class I Mutual Fund

Growth of $10,000

Fri 2003-11-14💬 to Mon 2026-06-22 Start
Value 		End
Value
TIBIX × 		$10,000.00
2003-11-14 		$58,489.72
2026-06-22
Thornburg Investment Income Builder Fund - Class I Mutual Fund

Annual Returns

Year TIBIX
2026 (YTD) +13.37%
2025 +33.44%
2024 +10.30%
2023 +14.45%
2022 −13.30%
2021 +12.44%
2020 −1.65%
2019 +15.37%
2018 −5.92%
2017 +12.85%
2016 +7.62%
2015 −5.76%
2014 +4.65%
2013 +15.11%
2012 +9.95%
2011 −2.17%
2010 +12.20%
2009 +39.88%
2008 −31.91%
2007 +15.05%
2006 +23.16%
2005 +7.90%
2004 +14.39%
2003 +6.18%

Drawdowns

Fri 2003-11-14💬 to Mon 2026-06-22 Current
Drawdown 		Worst
Drawdown
TIBIX × 		−0.59%
from 2026-06-02 peak 		−46.12%
2009-03-09
from 2007-10-31 peak
Thornburg Investment Income Builder Fund - Class I Mutual Fund

Rolling Returns

Period ending Mon 2026-06-22 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
TIBIX × 		+31.77% +57.53%
+25.51%/yr 		+81.73%
+22.03%/yr 		+72.93%
+11.58%/yr 		+139.35%
+9.12%/yr
Thornburg Investment Income Builder Fund - Class I Mutual Fund