TBLD vs HOV

Comparison between Thornburg Income Builder Opportunities Trust (TBLD, Company) and Hovnanian Enterprises Inc - Class A (HOV, Company).

TBLD is from the Financial Services sector, while HOV is from the Consumer Cyclical sector.

5-Year PerformanceTBLD has outperformed HOV, delivering a return of +9.5% compared to -0.3%

TBLD vs HOV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TBLD(COMPANY)	HOV(COMPANY)
Market Cap	$730M	$729M
Max Drawdown	38.74%	99.70%
Sharpe Ratio	1.35	0.47
5Y Beta	0.38	1.37
Industry	Asset Management	Residential Construction
P/E Ratio	7.48	8.51
Forward P/E	N/A	13.50
PEG Ratio	N/A	2.00
Debt to Equity	0.00%	107.85%
Free Cash Flow Yield	0.00%	49.06%
P/S Ratio	4.94	0.23
P/B Ratio	0.99	0.96

Market Cap

Winner

TBLD

$730M

HOV

$729M

Max Drawdown

Winner

TBLD

38.74%

HOV

99.70%

Sharpe Ratio

Winner

TBLD

1.35

HOV

0.47

5Y Beta

Winner

TBLD

0.38

HOV

1.37

Industry

TBLD

Asset Management

HOV

Residential Construction

P/E Ratio

Winner

TBLD

7.48

HOV

8.51

Forward P/E

TBLD

N/A

HOV

13.50

PEG Ratio

TBLD

N/A

HOV

2.00

Debt to Equity

Winner

TBLD

0.00%

HOV

107.85%

Free Cash Flow Yield

TBLD

0.00%

Winner

HOV

49.06%

P/S Ratio

TBLD

4.94

Winner

HOV

0.23

P/B Ratio

TBLD

0.99

Winner

HOV

0.96

TBLD vs HOV - Historical Returns

Returns include dividend reinvestment.

Period	TBLD	HOV
1 month	-0.12%	+3.28%
3 months	+1.82%	-3.70%
6 months	+12.95%	+5.15%
1 year	+23.68%	+13.44%
5 years(CAGR)	+9.45%	-0.26%
10 years(CAGR)	N/A	+10.01%
Max(CAGR)	+9.45%	+1.18%

TBLD

-0.12%

Winner

HOV

+3.28%

Winner

TBLD

+1.82%

HOV

-3.70%

Winner

TBLD

+12.95%

HOV

+5.15%

Winner

TBLD

+23.68%

HOV

+13.44%

5Y(CAGR)

Winner

TBLD

+9.45%

HOV

-0.26%

10Y(CAGR)

TBLD

N/A

HOV

+10.01%

Max(CAGR)

Winner

TBLD

+9.45%

HOV

+1.18%

TBLD vs HOV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TBLD	HOV
2026	+10.01%	+11.47%
2025	+32.03%	-23.82%
2024	+14.77%	-11.87%
2023	+17.12%	+262.67%
2022	-18.29%	-65.25%
2021	-4.16%	+299.65%
2020	N/A	+45.85%
2019	N/A	+9.84%
2018	N/A	-79.40%
2017	N/A	+26.89%
2016	N/A	+55.11%
2015	N/A	-57.11%
2014	N/A	-37.42%
2013	N/A	-4.20%
2012	N/A	+351.61%
2011	N/A	-65.80%
2010	N/A	+2.76%
2009	N/A	+135.58%
2008	N/A	-74.93%
2007	N/A	-77.61%
2006	N/A	-33.42%
2005	N/A	+2.46%
2004	N/A	+19.47%
2003	N/A	+157.73%
2002	N/A	+53.59%
2001	N/A	+128.50%
2000	N/A	+53.27%
1999	N/A	+0.00%

TBLD vs HOV Drawdown Comparison

The maximum drawdown for TBLD was -33.64%, occurring on Sep 29, 2022. Recovery took 714 trading sessions.

The maximum drawdown for HOV was -99.70%, occurring on Aug 9, 2019. This drawdown has not yet recovered.

The current TBLD drawdown is -4.64%. The current HOV drawdown is -94.04%.

Rank	TBLD	HOV
#1	-33.64% Sep 1, 2021 - Jul 8, 2024	-99.70% Jul 20, 2005 - Aug 9, 2019
#2	-8.02% Sep 30, 2024 - Feb 13, 2025	-47.14% May 15, 2001 - Dec 24, 2001
#3	-7.81% Feb 19, 2026 - Apr 17, 2026	-39.28% Dec 8, 2003 - Dec 15, 2004
#4	-7.25% Mar 31, 2025 - Apr 28, 2025	-33.41% Jul 1, 2002 - Sep 9, 2002
#5	-4.86% Jul 17, 2025 - Sep 11, 2025	-30.72% Jun 16, 2003 - Oct 2, 2003
#6	-4.86% Apr 20, 2026 - May 22, 2026	-28.20% Sep 17, 2002 - Apr 23, 2003
#7	-4.64% May 26, 2026 - Jun 5, 2026	-19.24% Nov 9, 1999 - Aug 7, 2000
#8	-4.13% Nov 11, 2025 - Jan 6, 2026	-19.19% Mar 7, 2005 - May 24, 2005
#9	-3.67% Jul 11, 2024 - Aug 13, 2024	-18.44% Apr 30, 2001 - May 7, 2001
#10	-2.97% Jul 2, 2025 - Jul 16, 2025	-16.47% May 7, 2002 - Jun 6, 2002
#11	-2.90% Sep 15, 2025 - Oct 14, 2025	-14.06% Apr 2, 2001 - Apr 12, 2001
#12	-2.02% Oct 14, 2025 - Nov 3, 2025	-13.97% Feb 8, 2005 - Mar 4, 2005
#13	-1.88% Mar 5, 2025 - Mar 19, 2025	-11.91% Sep 11, 2000 - Nov 6, 2000
#14	-1.75% Sep 19, 2024 - Sep 25, 2024	-11.83% Aug 8, 2000 - Sep 11, 2000
#15	-1.48% Aug 21, 2024 - Aug 26, 2024	-10.48% Mar 6, 2002 - Apr 8, 2002