TIBDX vs. TIBAX
Compare and contrast key facts about TIAA-CREF Core Bond Fund (TIBDX) and Thornburg Investment Income Builder Fund (TIBAX).
TIBDX is managed by TIAA Investments. It was launched on Jul 1, 1999. TIBAX is managed by Thornburg. It was launched on Dec 23, 2002.
Performance
TIBDX vs. TIBAX - Performance Comparison
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TIBDX vs. TIBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIBDX TIAA-CREF Core Bond Fund | -0.69% | 7.38% | 1.95% | 5.63% | -13.68% | -0.95% | 8.10% | 9.57% | -0.64% | 4.48% |
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% |
Returns By Period
In the year-to-date period, TIBDX achieves a -0.69% return, which is significantly lower than TIBAX's 7.98% return. Over the past 10 years, TIBDX has underperformed TIBAX with an annualized return of 1.99%, while TIBAX has yielded a comparatively higher 11.70% annualized return.
TIBDX
- 1D
- 0.44%
- 1M
- -2.56%
- YTD
- -0.69%
- 6M
- 0.40%
- 1Y
- 3.86%
- 3Y*
- 3.62%
- 5Y*
- 0.19%
- 10Y*
- 1.99%
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%
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TIBDX vs. TIBAX - Expense Ratio Comparison
TIBDX has a 0.29% expense ratio, which is lower than TIBAX's 1.14% expense ratio.
Return for Risk
TIBDX vs. TIBAX — Risk / Return Rank
TIBDX
TIBAX
TIBDX vs. TIBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Core Bond Fund (TIBDX) and Thornburg Investment Income Builder Fund (TIBAX). 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.
| TIBDX | TIBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 3.33 | -2.27 |
Sortino ratioReturn per unit of downside risk | 1.51 | 4.24 | -2.73 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.74 | -0.54 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 4.10 | -2.49 |
Martin ratioReturn relative to average drawdown | 5.07 | 20.22 | -15.15 |
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
| TIBDX | TIBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 3.33 | -2.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 1.36 | -1.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.87 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.77 | +0.18 |
Correlation
The correlation between TIBDX and TIBAX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
TIBDX vs. TIBAX - Dividend Comparison
TIBDX's dividend yield for the trailing twelve months is around 4.04%, less than TIBAX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBDX TIAA-CREF Core Bond Fund | 4.04% | 4.34% | 3.60% | 3.22% | 2.44% | 2.39% | 4.45% | 3.09% | 2.88% | 2.93% | 3.80% | 4.68% |
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% |
Drawdowns
TIBDX vs. TIBAX - Drawdown Comparison
The maximum TIBDX drawdown since its inception was -18.82%, smaller than the maximum TIBAX drawdown of -49.12%. Use the drawdown chart below to compare losses from any high point for TIBDX and TIBAX.
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Drawdown Indicators
| TIBDX | TIBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.82% | -49.12% | +30.30% |
Max Drawdown (1Y)Largest decline over 1 year | -2.98% | -8.57% | +5.59% |
Max Drawdown (5Y)Largest decline over 5 years | -18.82% | -20.94% | +2.12% |
Max Drawdown (10Y)Largest decline over 10 years | -18.82% | -34.85% | +16.03% |
Current DrawdownCurrent decline from peak | -2.56% | -5.13% | +2.57% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -6.03% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 1.74% | -0.79% |
Volatility
TIBDX vs. TIBAX - Volatility Comparison
The current volatility for TIAA-CREF Core Bond Fund (TIBDX) is 1.57%, while Thornburg Investment Income Builder Fund (TIBAX) has a volatility of 3.19%. This indicates that TIBDX experiences smaller price fluctuations and is considered to be less risky than TIBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIBDX | TIBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 3.19% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 2.55% | 6.35% | -3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.26% | 10.70% | -6.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.59% | 11.04% | -5.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.71% | 13.43% | -8.72% |