Thornburg Investment Income Builder Fund Class R5 (TIBMX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 3.19% | 3.32% | -0.13% |
Year-to-Date | 3.58% | 3.89% | -0.32% |
1 Year | 14.70% | 14.04% | 0.67% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
29%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 29% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.99%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,246
Real cost (fees + lost compounding)
$1,543
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
96%
Return in excess of styles
(over past year)
-9.67%