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 +30.07% over the past year and +15.18% YTD, with dividends reinvested. Since Nov. 14, 2003, TIBIX is up +494.24% in real purchasing-power return, or +8.16%/yr, and is currently at its real total-return high.
Data ending Fri Jul. 31, 2026
| Fri 2003-11-14💬 to Fri 2026-07-31 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| TIBIX × |
+494.24%
+8.16%/yr |
+6.03%/yr
R2=0.917 |
||||
| Thornburg Investment Income Builder Fund - Class I Mutual Fund | ||||||
| Fri 2003-11-14💬 to Fri 2026-07-31 |
Start
Value |
End
Value |
|---|---|---|
| TIBIX × |
$10,000.00
2003-11-14 |
$59,424.48
2026-07-31 |
| YTD | YoY | |
|---|---|---|
| TIBIX × | +15.18% | +30.07% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| TIBIX × |
—
on 2026-07-31 |
−46.12%
on 2009-03-09 from 2007-10-31 peak |
| Period ending Fri 2026-07-31 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| TIBIX × | +30.07% |
+54.97% +24.49%/yr |
+78.89% +21.39%/yr |
+77.93% +12.21%/yr |
+134.25% +8.88%/yr |
| Year | TIBIX |
|---|---|
| 2026 (YTD) | +15.18% |
| 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% |
