Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUBIX (THRIVENT INCOME FUND CLASS A) | -0.14% | 117.89% | 37.97% | 18.23% | 11.13% | 8.86% | 8.18% | … | … |
Data as of 06/03/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUBIX (THRIVENT INCOME FUND CLASS A) | 06/20/1996 | 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 (%) | -0.06 | 117.89 | 37.97 | 18.23 | 11.13 | 8.86 | 8.18 | … | … | -0.14 | 126.91 | 7.29 | 13.08 | -16.06 | -2.38 | 8.69 | 13.19 | -2.61 | 6.05 | 5.80 | -0.88 | 6.37 | -0.25 | 10.80 | 5.46 | 11.21 | 21.18 | -11.65 | 3.01 | 5.05 | 1.91 | 4.31 | 8.09 | 4.98 | 7.01 | 10.23 | -2.48 | 8.91 | 8.36 | 6.35 |
| Sharpe Ratio | NA | 1.69 | 0.88 | 0.50 | 0.42 | NA | NA | … | … | -0.43 | 1.79 | 0.62 | 1.20 | -2.10 | -0.54 | 1.00 | 3.20 | -1.30 | 1.74 | 1.55 | -0.22 | 2.29 | -0.08 | 3.80 | 1.24 | 2.47 | 3.36 | -1.74 | -0.04 | 0.49 | -0.11 | 0.87 | 1.90 | 0.96 | 1.12 | 1.59 | -1.28 | 1.35 | 1.29 | 1.81 |
| Standard Deviation(%) | NA | 69.46 | 40.46 | 31.69 | 22.67 | NA | NA | … | … | 4.57 | 69.62 | 5.89 | 7.90 | 8.38 | 4.42 | 8.44 | 3.66 | 3.08 | 3.11 | 3.60 | 4.13 | 2.77 | 3.61 | 2.85 | 4.38 | 4.51 | 6.27 | 7.21 | 4.00 | 3.32 | 3.12 | 3.82 | 3.89 | 3.97 | 4.13 | 3.77 | 4.56 | 4.04 | 3.63 | 4.77 |
| Draw Down(%) | NA | 3.22 | 5.57 | 23.37 | 24.42 | NA | NA | … | … | 3.22 | 3.17 | 3.22 | 5.57 | 21.06 | 4.79 | 14.27 | 2.19 | 3.88 | 1.65 | 4.07 | 4.06 | 1.60 | 5.85 | 1.33 | 3.79 | 3.15 | 6.23 | 18.72 | 2.57 | 2.33 | 2.71 | 4.35 | 4.75 | 3.64 | 3.49 | 3.43 | 5.05 | 3.01 | 2.80 | 2.29 |
| Yield(%) | 0.00 | 9.48 | 8.77 | 5.61 | 4.58 | 4.42 | 4.70 | … | … | 1.43 | 10.15 | 8.22 | 7.68 | 2.72 | 2.41 | 2.70 | 3.74 | 3.25 | 3.42 | 3.40 | 3.72 | 3.98 | 3.38 | 3.68 | 4.34 | 4.51 | 5.75 | 5.00 | 4.91 | 4.76 | 4.25 | 4.12 | 3.98 | 4.86 | 5.51 | 6.56 | 5.74 | 6.18 | 6.56 | 3.95 |
Data as of 06/03/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUBIX (THRIVENT INCOME FUND CLASS A) |
-5.45%
Oct 2020 – Oct 2023 |
-1.08%
Oct 2017 – Oct 2022 |
1.09%
Oct 2012 – Oct 2022 |
2.97%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUBIX (THRIVENT INCOME FUND CLASS A) |
40.15%
Dec 2022 – Dec 2025 |
18.59%
Feb 2021 – Feb 2026 |
11.85%
Feb 2016 – Feb 2026 |
9.17%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart