Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LUBIX (THRIVENT INCOME FUND CLASS A) | 4.31% | 4.69% | 3.46% | -0.89% | 2.42% | 3.31% | 3.67% | 4.47% |
Data as of 08/01/2025, AR inception is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUBIX (THRIVENT INCOME FUND CLASS A) | 06/20/1996 | 08/01/2025 |
| 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 4.69 | 3.46 | -0.89 | 2.42 | 3.31 | 3.67 | 4.47 | 4.31 | 2.55 | 8.82 | -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 | 0.29 | 0.01 | -0.46 | 0.18 | NA | NA | 0.60 | 0.85 | -0.73 | 0.61 | -2.09 | -0.54 | 1.00 | 3.22 | -1.28 | 1.75 | 1.55 | -0.22 | 2.29 | -0.08 | 3.80 | 1.24 | 2.47 | 3.36 | -1.74 | 0.00 | 0.54 | -0.08 | 0.88 | 1.90 | 0.97 | 1.15 | 1.63 | -1.25 | 1.38 | 1.33 | 1.84 |
| Standard Deviation(%) | NA | 5.25 | 6.81 | 6.44 | 5.65 | NA | NA | 4.79 | 5.30 | 5.53 | 7.60 | 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 | 4.15 | 10.88 | 24.42 | 24.42 | NA | NA | 24.42 | 3.29 | 3.81 | 7.45 | 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 | 3.48 | 3.56 | 2.72 | 3.23 | 3.62 | 3.84 | 4.54 | 1.78 | 4.11 | 3.84 | 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 08/01/2025, AR inception 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) |
-6.44%
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) |
14.54%
Mar 2009 - Mar 2012 |
10.60%
Mar 2009 - Mar 2014 |
6.92%
Mar 2009 - Mar 2019 |
5.80%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart