Thornburg Income Builder Opportunities Trust (TBLD) Total Return Calculator
$10,000 since Jul 2021, with and without reinvesting · data through Oct 2026
Since Jul 2021, $10,000 became $14,833 reinvested (7.8% a year), or $13,399 taking the dividends as cash, $3,230 of it paid out along the way.
TBLD became
$14,833
S&P 500: $18,484
Return a year
7.8%
S&P 500: 12.4%
Payouts reinvested
$3,951
bought more shares
Worst drop
-32.4%
S&P 500: -23.9%
$10,000, Jul 2021 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | TBLD total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +6.2% | $668 | +11.7% |
| 2025 | +31.9% | $858 | +17.7% |
| 2024 | +14.0% | $842 | +24.9% |
| 2023 | +18.0% | $722 | +26.2% |
| 2022 | −17.4% | $604 | −18.2% |
| 2021 (part) | −4.6% | $258 | +9.0% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: TBLD total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Thornburg Income Builder Opportunities Trust (TBLD) at the end of Jul 2021, with dividends reinvested, was worth $14,833 at the end of Oct 2026: 7.8% a year, against $18,484 (12.4% a year) in the S&P 500.
- Over the 5 years to Oct 2026, TBLD returned 8.0% a year with dividends reinvested (S&P 500: 12.0%).
- Taking TBLD's dividends as cash instead of reinvesting them, the same $10,000 ended at $13,399, including $3,230 of cash received; reinvesting added $1,434.
- TBLD's best calendar year in that time was 2025 (31.9%) and its worst 2022 (-17.4%), with dividends reinvested.
Cite this page
SmarterDividends, "Thornburg Income Builder Opportunities Trust (TBLD) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/TBLD/total-return
TBLD total return questions
What is TBLD's total return since Jul 2021?
48% in total, or 7.8% a year, through Oct 2026 with dividends reinvested. The share price alone rose 2%.
How much of TBLD's return came from dividends?
About 96% of its yearly return since Jul 2021. Reinvesting them, rather than taking cash, left you $1,434 better off on a $10,000 start.
What was TBLD's worst year?
2022, at -17.4% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -32.4%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.