All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
TIBIX real return snapshot: after CPI-U inflation, TIBIX returned +18.42% over the past year and +10.82% YTD, with dividends reinvested. Since Nov. 14, 2003, TIBIX is up +471.78% in real purchasing-power return, or +7.91%/yr, and is currently −4.60% below its real total-return high on Aug. 14, 2026.
Data ending Wed Oct. 14, 2026
| Fri 2003-11-14💬 to Wed 2026-10-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| TIBIX × |
+471.78%
+7.91%/yr |
+6.10%/yr
R2=0.917 |
||||
| Thornburg Investment Income Builder Fund Mutual Fund | ||||||
| Fri 2003-11-14💬 to Wed 2026-10-14 |
Start
Value |
End
Value |
|---|---|---|
| TIBIX × |
$10,000.00
2003-11-14 |
$57,177.54
2026-10-14 |
| YTD | YoY | |
|---|---|---|
| TIBIX × | +10.82% | +18.42% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| TIBIX × |
−4.60%
on 2026-10-14 from 2026-08-14 peak |
−46.12%
on 2009-03-09 from 2007-10-31 peak |
| Period ending Wed 2026-10-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| TIBIX × | +18.42% |
+44.93% +20.38%/yr |
+77.27% +21.03%/yr |
+69.33% +11.11%/yr |
+126.92% +8.54%/yr |
| Year | TIBIX |
|---|---|
| 2026 (YTD) | +10.82% |
| 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% |
