| TIBRX | |
|---|---|
| Total return | +189.93% |
| Annualised (CAGR) | +11.23% |
| Volatility (annualised) | +12.90% |
| Sharpe (rf = 0) | 0.87 |
| Deepest drawdown | -34.89% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 4.72% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +189.93% in total (+11.23% a year), with a deepest drawdown of -34.89% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2022 (-8.38%), its best 2025 (+36.11%).
| Year | TIBRX |
|---|---|
| 2026 | +15.30% |
| 2025 | +36.11% |
| 2024 | +12.69% |
| 2023 | +16.44% |
| 2022 | -8.38% |
| 2021 | +19.59% |
| 2020 | -1.01% |
| 2019 | +17.28% |
| 2018 | -5.01% |
| 2017 | +14.49% |
| 2016 | +1.77% |
+189.93% in total, which works out to +11.23% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -8.38% (net of fees, dividends reinvested). Its best year was 2025 (+36.11%).
-34.89%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 289 days (about 9.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.72% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say TIBRX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -34.89% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.