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Thornburg Investment Income Builder Cl R5: (MF: TIBMX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:44 PM ET

$36.43 USD

-0.01 (-0.03%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 13.51 1
3 months 16.88 1
6 months 24.84 1
1 Year 44.71 1
3 Year 25.13 1
5 Year 15.32 1
10 Year 12.01 7

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.78
Bull Market (2/09 - 3/21) 504.29

Load Adjusted Returns as of Feb 28, 2026

1 Year 36.78
5 Year 13.40
10 Year 10.10
Since Inception 7.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 8.70 9.87 7.20 6.83
2024 5.64 2.55 6.34 -1.65
2023 4.25 3.44 -0.22 8.57
2022 -3.01 -9.74 -8.71 12.64
2021 8.45 1.81 -1.90 6.22

Annual Return

20262025202420232022202120202019201820172016
% Total Return 13.5136.7813.3116.82-9.9815.05-0.5017.84-4.3013.399.73
% Total Return Rel to Index 4.7318.56-11.71-9.428.21-13.62-18.90-13.640.08-8.40-2.20
% Total Return Rel to Peer 3.9322.283.393.662.983.55-11.190.642.19-0.063.46
% Perf Quintile vs Peer* 1.001.000.002.001.002.005.003.002.004.001.00
% Dividends 0.001.231.210.930.690.230.910.990.930.660.80
% Yield 0.003.514.464.813.120.904.064.174.442.873.85
Capital Gains ($) 0.000.660.230.000.000.000.000.000.030.000.00
Expense Ratio 0.000.990.990.990.991.120.990.990.990.990.99

* 1 = Top 20%, 5 = Bottom 20%