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Thornburg Investment Income Builder R3 (TIBRX)

25.59 +0.15 (+0.59%)
At close: November 22 at 6:46 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 36.42%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 5

Performance & Risk

YTD Return 11.28%
5y Average Return 7.71%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TIBRXCategory AverageTIBRXCategory AverageTIBRXCategory Average
Alpha 5.8 -0.04 1.78 -0.03 -0.15 -0.03
BETA 0.93 0.01 1.17 0.01 1.17 0.01
Mean Annual Return 0.71 0.01 0.77 0.01 0.59 0.01
R-squared 80.67 0.89 80.38 0.89 80.8 0.89
Standard Deviation 13.07 0.13 16.17 0.11 13.08 0.1
Sharpe Ratio 0.35 0.01 0.42 0.01 0.41 0.01
Treynor Ratio 4.25 0.06 4.86 0.06 3.93 0.05

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