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Thornburg Investment Income Builder Fund Class R3 Shs: (MF: TIBRX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$30.17 USD

-0.08 (-0.26%)

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 Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 19.18 1
3 months 9.77 17
6 months 19.18 1
1 Year 24.28 1
3 Year 17.05 2
5 Year 13.53 2
10 Year 7.23 37

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.07
Bull Market (2/09 - 3/21) 385.59

Load Adjusted Returns as of Jun 30, 2025

1 Year 24.28
5 Year 13.53
10 Year 7.24
Since Inception 7.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 8.56 9.77 NA NA
2024 5.47 2.48 6.17 -1.77
2023 4.28 3.33 -0.34 8.42
2022 -3.03 -9.72 -8.85 12.46
2021 8.34 1.78 -1.92 6.27
2020 -26.12 14.59 0.83 15.94

Annual Return

20252024202320222021202020192018201720162015
% Total Return 19.1812.7316.44-10.2714.94-1.0217.28-4.8713.059.17-5.71
% Total Return Rel to Index 12.97-12.29-9.807.92-13.73-19.42-14.21-0.48-8.74-2.76-7.10
% Total Return Rel to Peer 12.542.813.282.693.43-11.700.081.62-0.402.89-3.36
% Perf Quintile vs Peer* 0.000.002.001.002.005.004.002.004.001.005.00
% Dividends 0.431.070.840.630.200.800.880.820.580.700.75
% Yield 1.384.044.302.890.813.653.763.962.553.413.82
Capital Gains ($) 0.000.230.000.000.000.000.000.020.000.000.00
Expense Ratio 1.501.501.501.501.631.491.501.501.471.501.50

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