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Thornburg Investment Income Builder R6 (TIBOX)
29.20
+0.25
+(0.86%)
At close: 8:02:17 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 | 20.39% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 15.29% |
| 5y Average Return | 16.17% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TIBOX | Category Average | TIBOX | Category Average | TIBOX | Category Average | |
| Alpha | 6.7 | -- | 7.26 | -- | 1.08 | -- |
| BETA | 0.91 | -- | 0.98 | -- | 1.15 | -- |
| Mean Annual Return | 1.11 | -- | 1.25 | -- | 0.68 | -- |
| R-squared | 77.34 | -- | 76.63 | -- | 78.66 | -- |
| Standard Deviation | 12.46 | -- | 12.51 | -- | 13.07 | -- |
| Sharpe Ratio | 0.7 | -- | 0.98 | -- | 0.47 | -- |
| Treynor Ratio | 9.45 | -- | 12.7 | -- | 4.79 | -- |
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