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

Total Real Returns

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

Growth of $10,000

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
VFINX × 		+489.67%
+8.13%/yr 		+8.37%/yr
R2=0.897
Vanguard 500 Index Fund Investor Shares Mutual Fund
FCNTX × 		+828.68%
+10.31%/yr 		+10.15%/yr
R2=0.936
Fidelity Contrafund Mutual Fund

Growth of $10,000 Summary

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
VFINX × 		$10,000.00
2003-11-14 		$58,967.06
2026-07-31
FCNTX × 		$10,000.00
2003-11-14 		$92,868.22
2026-07-31

This Year’s Performance

through 2026-07-31

  YTD YoY
TIBIX × 		+15.18% +30.07%
VFINX × 		+6.46% +15.15%
FCNTX × 		+3.41% +8.83%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
TIBIX × 		—
on 2026-07-31 		−46.12%
on 2009-03-09
from 2007-10-31 peak
VFINX × 		−1.41%
on 2026-07-31
from 2026-06-02 peak 		−56.04%
on 2009-03-09
from 2007-10-09 peak
FCNTX × 		−4.26%
on 2026-07-31
from 2026-06-15 peak 		−49.83%
on 2009-03-09
from 2007-10-31 peak

Rolling Returns

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
VFINX × 		+15.15% +30.25%
+14.13%/yr 		+54.40%
+15.58%/yr 		+48.12%
+8.17%/yr 		+189.83%
+11.23%/yr
FCNTX × 		+8.83% +34.30%
+15.89%/yr 		+72.66%
+19.97%/yr 		+55.20%
+9.19%/yr 		+256.43%
+13.55%/yr

Annual Returns

Year TIBIX VFINX FCNTX
2026 (YTD) +15.18% +6.46% +3.41%
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 — +18.11% +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 — −2.24% —