TIBAX vs. TINGX
Compare and contrast key facts about Thornburg Investment Income Builder Fund (TIBAX) and Thornburg International Growth Fund (TINGX).
TIBAX is managed by Thornburg. It was launched on Dec 23, 2002. TINGX is managed by Thornburg. It was launched on Jan 31, 2007.
Performance
TIBAX vs. TINGX - Performance Comparison
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TIBAX vs. TINGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIBAX Thornburg Investment Income Builder Fund | 7.98% | 36.62% | 13.23% | 18.01% | -7.95% | 20.08% | -0.67% | 17.72% | -4.54% | 14.83% |
TINGX Thornburg International Growth Fund | -6.59% | 10.63% | 2.46% | 18.41% | -26.05% | -4.22% | 34.34% | 26.27% | -16.75% | 34.94% |
Returns By Period
In the year-to-date period, TIBAX achieves a 7.98% return, which is significantly higher than TINGX's -6.59% return. Over the past 10 years, TIBAX has outperformed TINGX with an annualized return of 11.70%, while TINGX has yielded a comparatively lower 5.28% annualized return.
TIBAX
- 1D
- 0.31%
- 1M
- -4.88%
- YTD
- 7.98%
- 6M
- 15.33%
- 1Y
- 35.77%
- 3Y*
- 23.23%
- 5Y*
- 14.98%
- 10Y*
- 11.70%
TINGX
- 1D
- -0.74%
- 1M
- -10.23%
- YTD
- -6.59%
- 6M
- -8.11%
- 1Y
- 4.57%
- 3Y*
- 3.86%
- 5Y*
- -1.70%
- 10Y*
- 5.28%
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TIBAX vs. TINGX - Expense Ratio Comparison
TIBAX has a 1.14% expense ratio, which is higher than TINGX's 0.99% expense ratio.
Return for Risk
TIBAX vs. TINGX — Risk / Return Rank
TIBAX
TINGX
TIBAX vs. TINGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thornburg Investment Income Builder Fund (TIBAX) and Thornburg International Growth Fund (TINGX). 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.
| TIBAX | TINGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.33 | 0.20 | +3.14 |
Sortino ratioReturn per unit of downside risk | 4.24 | 0.39 | +3.85 |
Omega ratioGain probability vs. loss probability | 1.74 | 1.05 | +0.68 |
Calmar ratioReturn relative to maximum drawdown | 4.10 | 0.20 | +3.90 |
Martin ratioReturn relative to average drawdown | 20.22 | 0.64 | +19.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TIBAX | TINGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.33 | 0.20 | +3.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.36 | -0.10 | +1.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.31 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.33 | +0.44 |
Correlation
The correlation between TIBAX and TINGX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TIBAX vs. TINGX - Dividend Comparison
TIBAX's dividend yield for the trailing twelve months is around 5.30%, more than TINGX's 1.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBAX Thornburg Investment Income Builder Fund | 5.30% | 5.64% | 5.44% | 4.67% | 5.62% | 5.10% | 4.11% | 4.23% | 4.49% | 4.22% | 3.83% | 4.31% |
TINGX Thornburg International Growth Fund | 1.15% | 1.08% | 8.40% | 0.58% | 0.72% | 6.86% | 1.17% | 0.72% | 4.39% | 3.60% | 0.36% | 0.29% |
Drawdowns
TIBAX vs. TINGX - Drawdown Comparison
The maximum TIBAX drawdown since its inception was -49.12%, smaller than the maximum TINGX drawdown of -62.73%. Use the drawdown chart below to compare losses from any high point for TIBAX and TINGX.
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Drawdown Indicators
| TIBAX | TINGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.12% | -62.73% | +13.61% |
Max Drawdown (1Y)Largest decline over 1 year | -8.57% | -11.83% | +3.26% |
Max Drawdown (5Y)Largest decline over 5 years | -20.94% | -43.27% | +22.33% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -43.27% | +8.42% |
Current DrawdownCurrent decline from peak | -5.13% | -17.41% | +12.28% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -13.64% | +7.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 3.78% | -2.04% |
Volatility
TIBAX vs. TINGX - Volatility Comparison
The current volatility for Thornburg Investment Income Builder Fund (TIBAX) is 3.19%, while Thornburg International Growth Fund (TINGX) has a volatility of 5.52%. This indicates that TIBAX experiences smaller price fluctuations and is considered to be less risky than TINGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIBAX | TINGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.19% | 5.52% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 6.35% | 10.63% | -4.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 16.47% | -5.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.04% | 16.93% | -5.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.43% | 16.96% | -3.53% |