All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| 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 | ||||||
| VFINX × |
+5.84%
2026-06-22 |
+21.38%
2026-06-22 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| FCNTX × |
+4.78%
2026-06-22 |
+18.28%
2026-06-22 |
||||
| Fidelity Contrafund Mutual Fund | ||||||
| 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 | ||||||
| VFINX × |
+486.22%
+8.14%/yr |
+8.34%/yr
(R2=0.895) |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| FCNTX × |
+840.96%
+10.43%/yr |
+10.11%/yr
(R2=0.935) |
||||
| Fidelity Contrafund Mutual Fund | ||||||
| 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 | ||||||
| VFINX × |
$10,000.00
2003-11-14 |
$58,621.99
2026-06-22 |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| FCNTX × |
$10,000.00
2003-11-14 |
$94,096.16
2026-06-22 |
||||
| Fidelity Contrafund Mutual Fund | ||||||
| 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 | ||||||
| VFINX × |
−1.94%
from 2026-06-02 peak |
−56.04%
2009-03-09 from 2007-10-09 peak |
||||
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| FCNTX × |
−2.66%
from 2026-06-15 peak |
−49.83%
2009-03-09 from 2007-10-31 peak |
||||
| Fidelity Contrafund Mutual Fund | ||||||
| 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 | ||||||
| VFINX × | +21.38% |
+30.80% +14.37%/yr |
+60.47% +17.08%/yr |
+51.50% +8.66%/yr |
+200.94% +11.65%/yr |
|
| Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
| FCNTX × | +18.28% |
+34.29% +15.88%/yr |
+83.93% +22.52%/yr |
+61.80% +10.10%/yr |
+278.12% +14.23%/yr |
|
| Fidelity Contrafund Mutual Fund | ||||||