Thornburg Income Builder Opportunities Trust Common Stock (TBLD)

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Thornburg Income Builder Opportunities Trust Common Stock (TBLD) is up 10.7% since the beginning of the year. At $22 per share, TBLD is trading 5.6% below its 52-week high of $23.

Thornburg Income Builder Opportunities Trust Common Stock (TBLD) has returned 10.68% so far this year and 22.80% over the past 12 months.

Based on dividend-adjusted daily data since Jul 28, 2021, TBLD's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2023 with a return of +9.7%, while the worst month was Sep 2022 at -13.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, TBLD closed higher 52% of trading days. The best single day was Oct 3, 2022 with a return of +4.8%, while the worst single day was Apr 4, 2025 at -5.1%.

Thornburg Income Builder Opportunities Trust Common Stock has an annualized alpha of 3.44%, beta of 0.55, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since July 28, 2021.

• This stock participated in 72.19% of S&P 500 Index downside but only 68.71% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.55 may look defensive, but with R2 of 0.39 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.39 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

TBLD ranks 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Thornburg Income Builder Opportunities Trust Common Stock provided a 5.76% dividend yield over the last twelve months, with an annual payout of $1.25 per share.

The table displays the monthly dividend distributions for Thornburg Income Builder Opportunities Trust Common Stock. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Thornburg Income Builder Opportunities Trust Common Stock. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Thornburg Income Builder Opportunities Trust Common Stock was 33.65%, occurring on Sep 29, 2022. Recovery took 443 trading sessions.

The current Thornburg Income Builder Opportunities Trust Common Stock drawdown is 4.44%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Thornburg Income Builder Opportunities Trust Common Stock over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Thornburg Income Builder Opportunities Trust Common Stock is priced in the market compared to other companies in the **** industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.