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Thornburg Investment Income Builder R6 (TIBOX)
At close: 8:01:10 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 20.39% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 13.07% |
| 5y Average Return | 8.51% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TIBOX | Category Average | TIBOX | Category Average | TIBOX | Category Average | |
| Alpha | 5.29 | -0.04 | 1.99 | -0.03 | 0.13 | -0.03 |
| BETA | 0.92 | 0.01 | 1.16 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | 0.79 | 0.01 | 0.81 | 0.01 | 0.63 | 0.01 |
| R-squared | 78.28 | 0.89 | 79.45 | 0.89 | 80.11 | 0.89 |
| Standard Deviation | 13.03 | 0.13 | 16.18 | 0.11 | 13.08 | 0.1 |
| Sharpe Ratio | 0.42 | 0.01 | 0.44 | 0.01 | 0.44 | 0.01 |
| Treynor Ratio | 5.3 | 0.06 | 5.32 | 0.06 | 4.33 | 0.05 |
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