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Performance analysis of Thornburg Income Builder Opportunities Trust (TBLD)

Annual Return

Over the past 3 years, TBLD has had an average annual return of +20.69%, outperforming the benchmark SPY, which returned +19.31% annual.

Since Jul 28, 2021, TBLD has had an average annual return of +9.59%, underperforming the benchmark SPY, which returned +12.65% annual.

202620252024202320222021
+12.40%+31.87%+14.03%+17.99%-17.46%-4.16%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+5.42%+6.26%-5.18%+3.59%+4.58%-2.27%-0.04%+12.40%
2025+4.82%+3.16%+3.13%+0.72%+3.76%+6.47%-0.12%+3.24%-0.11%+2.17%-1.86%+2.90%+31.87%
2024+1.57%+1.50%+3.15%-5.10%+5.38%+1.72%+2.68%+4.54%+4.83%-3.12%-1.61%-1.74%+14.03%
2023+9.01%-1.46%+3.91%+1.26%-3.36%+1.76%+3.13%-1.19%-3.98%-3.49%+9.64%+2.54%+17.99%
2022-0.70%-3.07%-3.70%-6.91%+1.03%-7.89%+5.35%-1.44%-13.65%+6.72%+8%-0.53%-17.46%
2021+0.50%+1.59%-1.30%+0.77%-8.38%+3.01%-4.16%

Drawdown analysis of Thornburg Income Builder Opportunities Trust (TBLD)

The maximum drawdown for the TBLD was -33.64%, occurring on Sep 29, 2022. Recovery took 443 trading sessions.

The current TBLD drawdown is -2.95%.

Since Jul 28, 2021 TBLD has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-33.64%Sep 1, 2021271Sep 29, 2022443Jul 8, 2024714
-8.02%Sep 30, 202456Dec 18, 202437Feb 13, 202593
-7.81%Feb 19, 202627Mar 30, 202613Apr 17, 202640
-7.25%Mar 31, 20256Apr 8, 202513Apr 28, 202519
-5.82%May 26, 202611Jun 10, 2026OngoingOngoingOngoing
-4.86%Jul 17, 20251Jul 18, 202538Sep 11, 202539
-4.86%Apr 20, 20267Apr 29, 202617May 22, 202624
-4.13%Nov 11, 20257Nov 20, 202530Jan 6, 202637
-3.67%Jul 11, 202417Aug 5, 20246Aug 13, 202423
-2.98%Jul 2, 20254Jul 9, 20255Jul 16, 20259
-2.90%Sep 15, 20259Sep 26, 202512Oct 14, 202521
-2.02%Oct 14, 20259Oct 27, 20255Nov 3, 202514
-1.88%Mar 5, 20253Mar 10, 20257Mar 19, 202510
-1.75%Sep 19, 20242Sep 23, 20242Sep 25, 20244
-1.48%Aug 21, 20241Aug 22, 20242Aug 26, 20243
-1.47%Aug 4, 202112Aug 20, 20217Aug 31, 202119
-1.41%Sep 25, 20242Sep 27, 20241Sep 30, 20243
-1.37%Feb 20, 20252Feb 24, 20255Mar 3, 20257
-1.11%Jun 16, 20251Jun 17, 20253Jun 23, 20254
-0.99%May 16, 20253May 21, 20252May 23, 20255
-0.98%May 2, 20255May 9, 20253May 14, 20258
-0.98%Sep 9, 20241Sep 10, 20243Sep 13, 20244
-0.83%Feb 6, 20261Feb 9, 20261Feb 10, 20262
-0.77%Aug 14, 20241Aug 15, 20242Aug 19, 20243
-0.74%Nov 3, 20251Nov 4, 20255Nov 11, 20256