Nasdaq - Delayed Quote USD

Thornburg Investment Income Builder R4 (TIBGX)

25.91 +0.29 (+1.13%)
At close: 8:01:10 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 12.48%
5y Average Return 7.87%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Dec 12, 2024) 36.29%
Worst 1Y Total Return (Dec 12, 2024) --
Best 3Y Total Return 36.29%
Worst 3Y Total Return 2.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TIBGX
Category
YTD
12.71%
8.60%
1-Month
-0.38%
0.11%
3-Month
-1.93%
4.82%
1-Year
17.38%
25.33%
3-Year
8.35%
8.02%
5-Year
8.09%
8.06%
10-Year
6.36%
6.03%
Last Bull Market
16.51%
13.54%
Last Bear Market
-8.72%
-13.20%

Annual Total Return (%) History

Year
TIBGX
Category
2024
--
--
2023
17.53%
--
2022
-8.47%
--
2021
19.69%
--
2020
-0.90%
6.18%
2019
17.35%
16.10%
2018
-4.91%
-8.26%
2017
14.58%
14.79%

2016
9.28%
6.04%
2015
-5.65%
-4.15%
2014
4.40%
1.54%
2013
16.21%
10.07%
2012
11.21%
10.74%
2011
0.27%
-3.99%
2010
13.30%
10.58%
2009
36.29%
24.37%
2008
--
-28.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.63% 2.48% 6.24% --
2023 5.35% 3.38% -0.30% 8.24%
2022 -2.11% -8.72% -8.78% 12.29%
2021 8.50% 2.97% -0.66% 7.85%
2020 -26.03% 14.69% 0.82% 15.86%
2019 6.99% 2.46% 1.75% 5.21%
2018 -2.52% 0.73% 4.06% -6.93%
2017 3.65% 2.85% 4.02% 3.33%
2016 1.53% 2.42% 3.38% 1.65%
2015 3.37% -0.12% -9.13% 0.57%

2014 3.13% 4.18% -1.52% -1.33%
2013 7.87% -1.00% 3.75% 4.88%
2012 5.11% -1.07% 5.48% 1.39%
2011 4.16% 1.11% -10.05% 5.85%
2010 4.08% -7.06% 10.73% 5.78%
2009 -8.24% 23.43% 15.45% 4.22%
2008 -4.73% -11.50% -15.19% --

Rank in Category (By Total Return)

YTD 29
1-Month 99
3-Month 94
1-Year 31
3-Year 3
5-Year 10

Load Adjusted Returns

1-Year 17.38%
3-Year 8.35%
5-Year 8.09%
10-Year 6.36%

Performance & Risk

YTD Return 12.48%
5y Average Return 7.87%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Thornburg
Net Assets 13.48B
YTD Return 12.71%
Yield 4.12%
Morningstar Rating
Inception Date Dec 24, 2002

Fund Summary

The fund pursues its investment goals by investing in a broad range of income producing securities, primarily including stocks and bonds. It will under normal conditions invest at least 80% of its net assets in income-producing securities, and at least 50% of its net assets in common stocks.

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