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

Total Real Returns

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

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

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
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

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
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

Annual Returns

Year TIBIX VFINX FCNTX
2026 (YTD) +13.37% +5.84% +4.78%
2025 +33.44% +14.65% +18.59%
2024 +10.30% +21.34% +32.19%
2023 +14.45% +22.03% +34.85%
2022 −13.30% −23.21% −31.88%
2021 +12.44% +20.08% +16.33%
2020 −1.65% +17.14% +30.70%
2019 +15.37% +28.40% +27.09%
2018 −5.92% −6.33% −4.15%
2017 +12.85% +19.14% +29.44%
2016 +7.62% +9.56% +1.24%
2015 −5.76% +0.50% +5.62%
2014 +4.65% +12.67% +9.20%
2013 +15.11% +30.21% +32.88%
2012 +9.95% +13.85% +14.28%
2011 −2.17% −0.98% −3.00%
2010 +12.20% +13.22% +15.21%
2009 +39.88% +23.17% +25.80%
2008 −31.91% −37.08% −37.21%
2007 +15.05% +1.25% +15.49%
2006 +23.16% +12.80% +9.64%
2005 +7.90% +1.30% +12.38%
2004 +14.39% +7.25% +11.44%
2003 +6.18% +26.13% +25.60%
2002 −23.98% −6.79%
2001 −13.38% −3.31%
2000 −12.04% −18.73%
1999 +17.92% +36.56%
1998 +26.58% +19.78%
1997 +30.95% +20.97%
1996 +18.92% +18.60%
1995 +34.04% +33.84%
1994 −1.46% −3.69%
1993 +7.21% +18.78%
1992 +5.19% +12.96%
1991 +28.13% +50.68%
1990 −8.35% −2.04%
1989 +22.68% +37.63%
1988 +10.06% +16.00%
1987 −0.44% −9.09%
1986 +8.11% −6.21%
1985 +18.12% +22.40%
1984 −0.27% −23.92%
1983 +12.80% +14.95%
1982 +14.85% −0.31%
1981 −16.04% −21.18%
1980 +13.66% +11.78%
1979 −2.23%

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
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

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
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