Thornburg Income Builder Fund Manager Performance Evaluation
| XTBLX Fund | USD 22.09 0.10 0.45% |
The entity has a beta of 0.35, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Thornburg Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Thornburg Income is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Thornburg Income Builder are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Thornburg Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Thornburg |
Thornburg Income Relative Risk vs. Return Landscape
If you would invest 2,134 in Thornburg Income Builder on October 28, 2025 and sell it today you would earn a total of 75.00 from holding Thornburg Income Builder or generate 3.51% return on investment over 90 days. Thornburg Income Builder is currently producing 0.0574% returns and takes up 0.3858% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Thornburg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Thornburg Income Target Price Odds to finish over Current Price
The tendency of Thornburg Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 22.09 | 90 days | 22.09 | near 1 |
Based on a normal probability distribution, the odds of Thornburg Income to move above the current price in 90 days from now is near 1 (This Thornburg Income Builder probability density function shows the probability of Thornburg Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Thornburg Income has a beta of 0.35. This entails as returns on the market go up, Thornburg Income average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Thornburg Income Builder will be expected to be much smaller as well. Additionally Thornburg Income Builder has an alpha of 0.0291, implying that it can generate a 0.0291 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Thornburg Income Price Density |
| Price |
Predictive Modules for Thornburg Income
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Thornburg Income Builder. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Thornburg Income Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Thornburg Income is not an exception. The market had few large corrections towards the Thornburg Income's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Thornburg Income Builder, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Thornburg Income within the framework of very fundamental risk indicators.About Thornburg Income Performance
Evaluating Thornburg Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thornburg Income has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Thornburg Income has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Thornburg Income is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Thornburg Income Builder performance evaluation
Checking the ongoing alerts about Thornburg Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thornburg Income Builder help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Thornburg Income's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Thornburg Income's mutual fund performance include:- Analyzing Thornburg Income's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Thornburg Income's stock is overvalued or undervalued compared to its peers.
- Examining Thornburg Income's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Thornburg Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thornburg Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thornburg Income's mutual fund. These opinions can provide insight into Thornburg Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thornburg Mutual Fund
Thornburg Income financial ratios help investors to determine whether Thornburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thornburg with respect to the benefits of owning Thornburg Income security.
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