TBLD vs WEST
Comparison between Thornburg Income Builder Opportunities Trust (TBLD, Company) and Westrock Coffee Company (WEST, Company).
TBLD is from the Financial Services sector, while WEST is from the Consumer Defensive sector.
TBLD vs WEST - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TBLD vs WEST - Historical Returns
Returns include dividend reinvestment.
TBLD vs WEST - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | TBLD | WEST |
|---|---|---|
| 2026 | +11.73% | +89.43% |
| 2025 | +32.03% | -35.91% |
| 2024 | +14.77% | -36.75% |
| 2023 | +17.12% | -24.20% |
| 2022 | -18.29% | +19.82% |
| 2021 | -4.16% | N/A |
TBLD vs WEST Drawdown Comparison
The maximum drawdown for TBLD was -33.64%, occurring on Sep 29, 2022. Recovery took 714 trading sessions.
The maximum drawdown for WEST was -74.47%, occurring on Jan 7, 2026. This drawdown has not yet recovered.
The current TBLD drawdown is -3.15%. The current WEST drawdown is -46.94%.
| Rank | TBLD | WEST |
|---|---|---|
| #1 | -33.64% Sep 1, 2021 - Jul 8, 2024 | -74.47% Dec 7, 2022 - Jan 7, 2026 |
| #2 | -8.02% Sep 30, 2024 - Feb 13, 2025 | -22.12% Aug 30, 2022 - Nov 11, 2022 |
| #3 | -7.81% Feb 19, 2026 - Apr 17, 2026 | -11.24% Nov 25, 2022 - Dec 5, 2022 |
| #4 | -7.25% Mar 31, 2025 - Apr 28, 2025 | -3.40% Nov 15, 2022 - Nov 23, 2022 |
| #5 | -5.82% May 26, 2026 - Jun 10, 2026 | -1.86% Nov 11, 2022 - Nov 15, 2022 |
| #6 | -4.86% Jul 17, 2025 - Sep 11, 2025 | N/A |
| #7 | -4.86% Apr 20, 2026 - May 22, 2026 | N/A |
| #8 | -4.13% Nov 11, 2025 - Jan 6, 2026 | N/A |
| #9 | -3.67% Jul 11, 2024 - Aug 13, 2024 | N/A |
| #10 | -2.97% Jul 2, 2025 - Jul 16, 2025 | N/A |
| #11 | -2.90% Sep 15, 2025 - Oct 14, 2025 | N/A |
| #12 | -2.02% Oct 14, 2025 - Nov 3, 2025 | N/A |
| #13 | -1.88% Mar 5, 2025 - Mar 19, 2025 | N/A |
| #14 | -1.75% Sep 19, 2024 - Sep 25, 2024 | N/A |
| #15 | -1.48% Aug 21, 2024 - Aug 26, 2024 | N/A |
Correlation
Correlation between TBLD and WEST is -0.80 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
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