Thornburg Income Builder Fund Market Value
| XTBLX Fund | USD 21.99 0.19 0.87% |
| Symbol | Thornburg |
Please note, there is a significant difference between Thornburg Income's value and its price as these two are different measures arrived at by different means. Investors typically determine if Thornburg Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Thornburg Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Thornburg Income 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Thornburg Income's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Thornburg Income.
| 10/25/2025 |
| 01/23/2026 |
If you would invest 0.00 in Thornburg Income on October 25, 2025 and sell it all today you would earn a total of 0.00 from holding Thornburg Income Builder or generate 0.0% return on investment in Thornburg Income over 90 days. Thornburg Income is related to or competes with Transamerica High, Barings Us, High Yield, City National, Jpmorgan High, Pax High, and Lord Abbett. More
Thornburg Income Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Thornburg Income's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Thornburg Income Builder upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4152 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 1.62 | |||
| Value At Risk | (0.52) | |||
| Potential Upside | 0.6594 |
Thornburg Income Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thornburg Income's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Thornburg Income's standard deviation. In reality, there are many statistical measures that can use Thornburg Income historical prices to predict the future Thornburg Income's volatility.| Risk Adjusted Performance | 0.0889 | |||
| Jensen Alpha | 0.0321 | |||
| Total Risk Alpha | 0.0055 | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.301 |
Thornburg Income January 23, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0889 | |||
| Market Risk Adjusted Performance | 0.311 | |||
| Mean Deviation | 0.3082 | |||
| Semi Deviation | 0.2758 | |||
| Downside Deviation | 0.4152 | |||
| Coefficient Of Variation | 747.97 | |||
| Standard Deviation | 0.3855 | |||
| Variance | 0.1486 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | 0.0321 | |||
| Total Risk Alpha | 0.0055 | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.301 | |||
| Maximum Drawdown | 1.62 | |||
| Value At Risk | (0.52) | |||
| Potential Upside | 0.6594 | |||
| Downside Variance | 0.1724 | |||
| Semi Variance | 0.0761 | |||
| Expected Short fall | (0.33) | |||
| Skewness | (0.07) | |||
| Kurtosis | (0.45) |
Thornburg Income Builder Backtested Returns
At this stage we consider Thornburg Mutual Fund to be very steady. Thornburg Income Builder owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.13, which indicates the fund had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Thornburg Income Builder, which you can use to evaluate the volatility of the fund. Please validate Thornburg Income's Coefficient Of Variation of 747.97, risk adjusted performance of 0.0889, and Semi Deviation of 0.2758 to confirm if the risk estimate we provide is consistent with the expected return of 0.0515%. The entity has a beta of 0.14, which indicates not very significant fluctuations relative to the market. 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.
Auto-correlation | 0.42 |
Average predictability
Thornburg Income Builder has average predictability. Overlapping area represents the amount of predictability between Thornburg Income time series from 25th of October 2025 to 9th of December 2025 and 9th of December 2025 to 23rd of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Thornburg Income Builder price movement. The serial correlation of 0.42 indicates that just about 42.0% of current Thornburg Income price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.42 | |
| Spearman Rank Test | 0.35 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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