Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAAAX (THRIVENT AGGRESSIVE ALLOCATION FUND CLASS A) | 8.28% | 14.53% | 11.91% | 8.13% | 7.95% | 9.04% | 7.19% | 7.19% |
Data as of 07/25/2025, AR inception is 07/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAAAX (THRIVENT AGGRESSIVE ALLOCATION FUND CLASS A) | 07/21/2005 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | 14.53 | 11.91 | 8.13 | 7.95 | 9.04 | 7.19 | 7.19 | 8.28 | 6.96 | 15.99 | -19.50 | 9.41 | 13.33 | 24.51 | -6.90 | 20.89 | 9.65 | -0.84 | 5.84 | 26.76 | 12.61 | -4.66 | 17.11 | 30.22 | -37.20 | 9.05 | 13.99 | 5.93 |
| Sharpe Ratio | NA | 0.65 | 0.55 | 0.38 | 0.38 | NA | NA | 0.33 | 0.60 | 0.03 | 0.97 | -0.94 | 0.58 | 0.46 | 2.04 | -0.56 | 2.93 | 0.67 | -0.06 | 0.52 | 2.46 | 1.02 | -0.20 | 0.92 | 1.14 | -1.03 | 0.41 | 0.96 | 1.13 |
| Standard Deviation(%) | NA | 17.45 | 15.52 | 16.61 | 16.77 | NA | NA | 18.23 | 20.25 | 13.52 | 12.15 | 22.32 | 16.27 | 28.57 | 11.30 | 14.61 | 6.94 | 14.07 | 14.72 | 11.29 | 10.85 | 12.41 | 23.46 | 18.52 | 26.33 | 37.05 | 14.88 | 11.18 | 9.96 |
| Draw Down(%) | NA | 17.73 | 17.73 | 31.22 | 33.33 | NA | NA | 53.38 | 17.38 | 11.60 | 10.95 | 24.23 | 13.38 | 33.33 | 6.37 | 18.45 | 2.14 | 12.58 | 12.62 | 8.79 | 6.60 | 10.77 | 22.33 | 14.88 | 24.47 | 48.85 | 9.51 | 11.31 | 4.90 |
| Yield(%) | 0.00 | 8.15 | 3.95 | 2.79 | 4.61 | 5.91 | 4.89 | 4.89 | 0.00 | 8.96 | 1.44 | 0.57 | 1.09 | 0.38 | 7.39 | 7.90 | 6.92 | 1.08 | 7.94 | 7.87 | 5.44 | 1.78 | 0.49 | 0.54 | 0.88 | 4.37 | 4.61 | 2.08 | 1.27 |
Data as of 07/25/2025, AR inception is 07/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAAX (THRIVENT AGGRESSIVE ALLOCATION FUND CLASS A) |
-14.20%
Feb 2006 - Feb 2009 |
-1.58%
May 2007 - May 2012 |
4.20%
Feb 2006 - Feb 2016 |
4.54%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAAX (THRIVENT AGGRESSIVE ALLOCATION FUND CLASS A) |
23.45%
Feb 2009 - Feb 2012 |
20.07%
Feb 2009 - Feb 2014 |
13.50%
Feb 2009 - Feb 2019 |
11.04%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart