WEST vs TBLD

Comparison between Westrock Coffee Company (WEST, Company) and Thornburg Income Builder Opportunities Trust (TBLD, Company).

WEST is from the Consumer Defensive sector, while TBLD is from the Financial Services sector.

WEST vs TBLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WEST(COMPANY)	TBLD(COMPANY)
Market Cap	$701M	$702M
Max Drawdown	74.47%	38.74%
Sharpe Ratio	0.51	1.28
5Y Beta	1.08	0.39
Industry	Packaged Foods	Asset Management
P/E Ratio	-9.65	7.19
Debt to Equity	-1958.09%	0.00%
Free Cash Flow Yield	-9.02%	0.00%
P/S Ratio	0.55	4.82
P/B Ratio	38.25	0.97

Market Cap

WEST

$701M

Winner

TBLD

$702M

Max Drawdown

WEST

74.47%

Winner

TBLD

38.74%

Sharpe Ratio

WEST

0.51

Winner

TBLD

1.28

5Y Beta

WEST

1.08

Winner

TBLD

0.39

Industry

WEST

Packaged Foods

TBLD

Asset Management

P/E Ratio

Winner

WEST

-9.65

TBLD

7.19

Debt to Equity

Winner

WEST

-1958.09%

TBLD

0.00%

Free Cash Flow Yield

WEST

-9.02%

Winner

TBLD

0.00%

P/S Ratio

Winner

WEST

0.55

TBLD

4.82

P/B Ratio

WEST

38.25

Winner

TBLD

0.97

WEST vs TBLD - Historical Returns

Returns include dividend reinvestment.

Period	WEST	TBLD
1 month	-14.81%	+1.36%
3 months	+39.67%	-1.66%
6 months	+64.04%	+9.82%
1 year	+13.88%	+18.67%
5 years(CAGR)	N/A	+9.54%
Max(CAGR)	-9.02%	+9.54%

WEST

-14.81%

Winner

TBLD

+1.36%

Winner

WEST

+39.67%

TBLD

-1.66%

Winner

WEST

+64.04%

TBLD

+9.82%

WEST

+13.88%

Winner

TBLD

+18.67%

5Y(CAGR)

WEST

N/A

TBLD

+9.54%

Max(CAGR)

WEST

-9.02%

Winner

TBLD

+9.54%

WEST vs TBLD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	WEST	TBLD
2026	+89.43%	+11.73%
2025	-35.91%	+32.03%
2024	-36.75%	+14.77%
2023	-24.20%	+17.12%
2022	+19.82%	-18.29%
2021	N/A	-4.16%

WEST vs TBLD Drawdown Comparison

The maximum drawdown for WEST was -74.47%, occurring on Jan 7, 2026. This drawdown has not yet recovered.

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

The current WEST drawdown is -46.94%. The current TBLD drawdown is -3.15%.

Rank	WEST	TBLD
#1	-74.47% Dec 7, 2022 - Jan 7, 2026	-33.64% Sep 1, 2021 - Jul 8, 2024
#2	-22.12% Aug 30, 2022 - Nov 11, 2022	-8.02% Sep 30, 2024 - Feb 13, 2025
#3	-11.24% Nov 25, 2022 - Dec 5, 2022	-7.81% Feb 19, 2026 - Apr 17, 2026
#4	-3.40% Nov 15, 2022 - Nov 23, 2022	-7.25% Mar 31, 2025 - Apr 28, 2025
#5	-1.86% Nov 11, 2022 - Nov 15, 2022	-5.82% May 26, 2026 - Jun 10, 2026
#6	N/A	-4.86% Jul 17, 2025 - Sep 11, 2025
#7	N/A	-4.86% Apr 20, 2026 - May 22, 2026
#8	N/A	-4.13% Nov 11, 2025 - Jan 6, 2026
#9	N/A	-3.67% Jul 11, 2024 - Aug 13, 2024
#10	N/A	-2.97% Jul 2, 2025 - Jul 16, 2025
#11	N/A	-2.90% Sep 15, 2025 - Oct 14, 2025
#12	N/A	-2.02% Oct 14, 2025 - Nov 3, 2025
#13	N/A	-1.88% Mar 5, 2025 - Mar 19, 2025
#14	N/A	-1.75% Sep 19, 2024 - Sep 25, 2024
#15	N/A	-1.48% Aug 21, 2024 - Aug 26, 2024