Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AASMX (THRIVENT SMALL CAP STOCK FUND CLASS A) | 12.51% | 24.14% | 12.86% | 0.43% | 9.25% | 8.58% | 6.77% | … | … |
Data as of 06/03/2026, Common starting date is 08/16/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AASMX (THRIVENT SMALL CAP STOCK FUND CLASS A) | 08/16/1996 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 24.14 | 12.86 | 0.43 | 9.25 | 8.58 | 6.77 | … | … | 12.51 | 2.13 | 11.09 | 12.20 | -20.88 | 8.50 | 20.94 | 27.57 | -10.77 | 20.80 | 25.27 | -3.09 | 4.32 | 35.42 | 8.87 | -5.76 | 24.69 | 19.46 | -38.12 | 5.83 | 12.44 | 8.05 | 13.69 | 40.18 | -21.72 | 9.05 | 17.86 | 13.16 | -2.48 | 16.84 | 11.04 |
| Sharpe Ratio | NA | 1.24 | 0.50 | -0.10 | 0.33 | NA | NA | … | … | 1.52 | -0.03 | 0.43 | 0.46 | -0.77 | 0.34 | 0.51 | 1.80 | -0.74 | 1.82 | 1.48 | -0.20 | 0.29 | 2.54 | 0.54 | -0.18 | 1.08 | 0.63 | -1.00 | 0.16 | 0.63 | 0.42 | 0.80 | 2.30 | -0.91 | 0.29 | 0.51 | 0.66 | -0.25 | 0.84 | 2.53 |
| Standard Deviation(%) | NA | 17.15 | 19.28 | 22.52 | 22.56 | NA | NA | … | … | 18.26 | 21.94 | 17.32 | 18.91 | 29.03 | 25.06 | 40.14 | 14.46 | 16.50 | 11.14 | 16.98 | 15.98 | 14.79 | 13.92 | 16.34 | 31.67 | 22.84 | 30.87 | 39.12 | 17.08 | 14.41 | 13.93 | 15.85 | 17.18 | 25.22 | 22.87 | 26.83 | 14.92 | 24.13 | 15.68 | 11.39 |
| Draw Down(%) | NA | 11.55 | 27.82 | 39.50 | 41.66 | NA | NA | … | … | 11.55 | 24.72 | 8.43 | 19.85 | 23.91 | 21.18 | 41.66 | 9.57 | 23.95 | 5.07 | 13.76 | 14.06 | 10.65 | 6.11 | 15.99 | 31.62 | 17.75 | 28.11 | 49.13 | 10.34 | 13.39 | 10.19 | 16.24 | 13.45 | 35.33 | 23.55 | 15.45 | 17.18 | 41.32 | 15.51 | 4.80 |
| Yield(%) | 0.00 | 3.36 | 2.39 | 1.14 | 5.52 | 5.95 | 4.93 | … | … | 0.00 | 3.13 | 2.60 | 0.47 | 0.27 | 0.51 | 0.69 | 12.39 | 14.09 | 8.94 | 5.66 | 8.49 | 11.34 | 0.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 13.73 | 11.28 | 11.47 | 5.17 | 0.00 | 0.00 | 0.58 | 16.88 | 0.00 | 2.59 | 5.65 | 2.58 |
Data as of 06/03/2026, Common starting date is 08/16/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AASMX (THRIVENT SMALL CAP STOCK FUND CLASS A) |
-17.91%
Feb 2006 – Feb 2009 |
-7.07%
Feb 2004 – Feb 2009 |
1.56%
Aug 2000 – Aug 2010 |
4.71%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AASMX (THRIVENT SMALL CAP STOCK FUND CLASS A) |
27.09%
Mar 2003 – Mar 2006 |
20.81%
Feb 2009 – Feb 2014 |
15.77%
Sep 2011 – Sep 2021 |
11.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
