PLBBX vs. TIBIX

Last updated Aug 1, 2026

PLBBX (Plumb Balanced Fund) and TIBIX (Thornburg Investment Income Builder Fund Class I) are both Diversified Portfolio funds. Over the past 10 years, PLBBX returned 9.62%/yr vs 12.40%/yr for TIBIX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. PLBBX charges 1.19%/yr vs 0.88%/yr for TIBIX.

Performance

PLBBX vs. TIBIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Plumb Balanced Fund (PLBBX) and Thornburg Investment Income Builder Fund Class I (TIBIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PLBBX achieves a 8.31% return, which is significantly lower than TIBIX's 17.74% return. Over the past 10 years, PLBBX has underperformed TIBIX with an annualized return of 9.62%, while TIBIX has yielded a comparatively higher 12.40% annualized return.

PLBBX

• 1D: 2.45%
• 1M: -1.38%
• 6M: 5.52%
• YTD: 8.31%
• 1Y: 13.42%
• 3Y*: 12.62%
• 5Y*: 5.28%
• 10Y*: 9.62%
• ALL TIME*: 6.35%

TIBIX

• 1D: 0.16%
• 1M: 1.85%
• 6M: 10.89%
• YTD: 17.74%
• 1Y: 33.94%
• 3Y*: 24.69%
• 5Y*: 16.64%
• 10Y*: 12.40%
• ALL TIME*: 10.01%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PLBBX Plumb Balanced Fund	$0.00	$0.00	$0.00
TIBIX Thornburg Investment Income Builder Fund Class I	$0.00	$0.00	$0.00

PLBBX vs. TIBIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PLBBX Plumb Balanced Fund	8.31%	10.54%	13.48%	25.13%	-22.24%	4.02%	21.66%	23.22%	-1.76%	23.23%
TIBIX Thornburg Investment Income Builder Fund Class I	17.74%	37.01%	13.48%	18.28%	-7.69%	20.36%	-0.40%	18.01%	-4.31%	15.23%

Correlation

The correlation between PLBBX and TIBIX is 0.48, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.48
Correlation (3Y) Balances recent behavior with more history.	0.54
Correlation (5Y) Shows whether the relationship held over a longer period.	0.62
Correlation (10Y) Provides a long-term view across more market conditions.	0.62
Correlation (All Time) Calculated using the full available price history since May 29, 2007	0.72

Over the past year, the correlation between PLBBX and TIBIX has dropped to 0.48 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.

Return for Risk

PLBBX vs. TIBIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PLBBX

PLBBX Risk / Return Rank: 30
PLBBX Sharpe Ratio Rank: 25
PLBBX Sortino Ratio Rank: 26
PLBBX Omega Ratio Rank: 24
PLBBX Calmar Ratio Rank: 39
PLBBX Martin Ratio Rank: 37

TIBIX

TIBIX Risk / Return Rank: 98
TIBIX Sharpe Ratio Rank: 99
TIBIX Sortino Ratio Rank: 98
TIBIX Omega Ratio Rank: 97
TIBIX Calmar Ratio Rank: 98
TIBIX Martin Ratio Rank: 98

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PLBBX vs. TIBIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Plumb Balanced Fund (PLBBX) and Thornburg Investment Income Builder Fund Class I (TIBIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PLBBX	TIBIX	Difference
Sharpe ratio: Return per unit of total volatility	0.94	3.66	-2.71
Sortino ratio: Return per unit of downside risk	1.41	5.26	-3.85
Omega ratio: Gain probability vs. loss probability	1.17	1.70	-0.53
Calmar ratio: Return relative to maximum drawdown	1.73	6.08	-4.36
Martin ratio: Return relative to average drawdown	5.81	22.36	-16.55

PLBBX vs. TIBIX - Sharpe Ratio Comparison

The current PLBBX Sharpe Ratio is 0.94, which is lower than the TIBIX Sharpe Ratio of 3.66. The chart below compares the historical Sharpe Ratios of PLBBX and TIBIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PLBBX vs. TIBIX - Drawdown Comparison

The maximum PLBBX drawdown since its inception was -43.26%, smaller than the maximum TIBIX drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for PLBBX and TIBIX.

Drawdown Indicators

	PLBBX	TIBIX	Difference
Max Drawdown Largest peak-to-trough decline	-43.26%	-48.88%	+5.62%
Max Drawdown (1Y) Largest decline over 1 year	-7.04%	-5.39%	-1.65%
Max Drawdown (3Y) Largest decline over 3 years	-19.59%	-9.23%	-10.36%
Max Drawdown (5Y) Largest decline over 5 years	-30.70%	-20.79%	-9.91%
Max Drawdown (10Y) Largest decline over 10 years	-30.70%	-34.85%	+4.15%
Current Drawdown Current decline from peak	-2.26%	-0.21%	-2.05%
Average Drawdown Average peak-to-trough decline	-8.17%	-5.93%	-2.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.09%	1.46%	+0.63%

Volatility

PLBBX vs. TIBIX - Volatility Comparison

Plumb Balanced Fund (PLBBX) has a higher volatility of 4.27% compared to Thornburg Investment Income Builder Fund Class I (TIBIX) at 2.16%. This indicates that PLBBX's price experiences larger fluctuations and is considered to be riskier than TIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PLBBX	TIBIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.27%	2.16%	+2.11%
Volatility (6M) Calculated over the trailing 6-month period	10.41%	7.21%	+3.20%
Volatility (1Y) Calculated over the trailing 1-year period	12.89%	8.97%	+3.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.12%	11.15%	+4.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.37%	13.42%	+1.95%

PLBBX vs. TIBIX - Expense Ratio Comparison

PLBBX has a 1.19% expense ratio, which is higher than TIBIX's 0.88% expense ratio.

Dividends

PLBBX vs. TIBIX - Dividend Comparison

PLBBX's dividend yield for the trailing twelve months is around 8.67%, more than TIBIX's 5.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PLBBX Plumb Balanced Fund	8.67%	9.39%	6.63%	0.94%	7.75%	8.15%	0.40%	2.47%	1.70%	0.64%	0.52%	0.71%
TIBIX Thornburg Investment Income Builder Fund Class I	5.11%	5.83%	5.67%	4.89%	5.89%	5.33%	4.31%	4.46%	4.77%	4.52%	4.14%	4.66%

Frequently Asked Questions

Can I hold both PLBBX and TIBIX in my portfolio?

PLBBX and TIBIX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PLBBX or TIBIX?

PLBBX has higher volatility (4.27%) compared to TIBIX (2.16%). In terms of maximum drawdown, PLBBX dropped -43.26% vs TIBIX's -48.88%.

Which has better risk-adjusted returns?

TIBIX currently has the higher Sharpe Ratio (3.66 vs 0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.