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Thornburg Investment Income Builder C (TIBCX)

29.02
+0.25
+(0.87%)
At close: 8:04:31 PM EDT

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, plus the amount of any borrowings for investment purposes, in income-producing securities, and at least 50% of its net assets, plus the amount of any borrowings for investment purposes, in common stocks.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 19.10%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 6

Performance & Risk

YTD Return 14.84%
5y Average Return 14.96%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
TIBCXCategory AverageTIBCXCategory AverageTIBCXCategory Average
Alpha 5.63 -- 6.2 -- 0.09 --
BETA 0.91 -- 0.98 -- 1.15 --
Mean Annual Return 1.02 -- 1.16 -- 0.59 --
R-squared 77.23 -- 76.58 -- 78.6 --
Standard Deviation 12.45 -- 12.51 -- 13.06 --
Sharpe Ratio 0.62 -- 0.89 -- 0.39 --
Treynor Ratio 8.16 -- 11.46 -- 3.87 --

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