Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AABFX (THRIVENT BALANCED INCOME PLUS FUND CLASS A) | 5.36% | 5.31% | 6.25% | 5.11% | 4.68% | 6.32% | 5.36% | 5.06% |
Data as of 07/31/2025, AR inception is 03/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AABFX (THRIVENT BALANCED INCOME PLUS FUND CLASS A) | 03/20/1998 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 5.31 | 6.25 | 5.11 | 4.68 | 6.32 | 5.36 | 5.06 | 5.36 | 6.32 | 12.03 | -13.92 | 6.10 | 8.70 | 16.65 | -5.09 | 11.38 | 6.65 | -0.81 | 5.54 | 19.86 | 12.65 | -2.16 | 15.55 | 29.71 | -30.37 | 7.52 | 8.59 | 5.75 | 6.05 | 13.90 | -11.65 | -3.01 | 3.32 | 10.96 | 9.51 |
| Sharpe Ratio | NA | 0.55 | 0.49 | 0.38 | 0.36 | NA | NA | 0.31 | 0.88 | -0.04 | 1.17 | -1.37 | 0.69 | 0.45 | 2.45 | -0.85 | 3.08 | 0.87 | -0.11 | 0.86 | 2.60 | 1.34 | -0.13 | 1.17 | 1.48 | -1.14 | 0.43 | 0.70 | 0.48 | 0.74 | 1.36 | -0.90 | -0.48 | -0.08 | 0.78 | 0.76 |
| Standard Deviation(%) | NA | 7.91 | 7.83 | 8.55 | 9.39 | NA | NA | 11.66 | 8.70 | 6.37 | 6.71 | 11.21 | 8.77 | 18.75 | 6.23 | 7.58 | 3.50 | 7.45 | 7.56 | 6.39 | 7.62 | 9.50 | 17.14 | 13.23 | 19.99 | 27.26 | 10.57 | 7.65 | 7.48 | 6.91 | 9.73 | 14.22 | 11.23 | 9.99 | 9.98 | 11.81 |
| Draw Down(%) | NA | 8.92 | 10.23 | 22.37 | 27.40 | NA | NA | 43.47 | 7.04 | 4.62 | 6.85 | 17.90 | 7.54 | 27.40 | 3.69 | 10.94 | 1.45 | 6.77 | 7.71 | 4.72 | 5.31 | 8.20 | 17.18 | 11.44 | 18.59 | 39.88 | 6.58 | 6.54 | 5.87 | 7.27 | 6.80 | 18.38 | 16.55 | 5.13 | 6.50 | 11.44 |
| Yield(%) | 0.00 | 2.21 | 2.69 | 2.44 | 3.51 | 5.10 | 4.57 | 4.50 | 0.67 | 2.95 | 3.22 | 1.90 | 1.66 | 2.15 | 2.70 | 8.39 | 3.48 | 2.47 | 7.10 | 6.65 | 13.02 | 6.93 | 3.63 | 1.40 | 1.58 | 1.82 | 8.55 | 6.66 | 4.31 | 2.60 | 0.95 | 1.48 | 2.43 | 3.06 | 2.42 | 1.61 |
Data as of 07/31/2025, AR inception is 03/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABFX (THRIVENT BALANCED INCOME PLUS FUND CLASS A) |
-10.76%
Feb 2006 - Feb 2009 |
-4.47%
Feb 2004 - Feb 2009 |
-1.04%
Feb 1999 - Feb 2009 |
3.95%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABFX (THRIVENT BALANCED INCOME PLUS FUND CLASS A) |
21.33%
Feb 2009 - Feb 2012 |
17.65%
Feb 2009 - Feb 2014 |
10.90%
Feb 2009 - Feb 2019 |
8.60%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart