Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEIIX (THRIVENT GROWTH AND INCOME PLUS FUND CLASS S) | NA | 4.50% | 5.27% | 5.79% | 5.51% | NA | NA | 4.79% |
Data as of 07/03/2018, AR inception is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEIIX (THRIVENT GROWTH AND INCOME PLUS FUND CLASS S) | 03/05/2008 | 07/03/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 4.50 | 5.27 | 5.79 | 5.51 | NA | NA | 4.79 | -1.56 | 13.87 | 6.68 | -0.77 | 2.34 | 20.87 | 12.97 | -2.35 | 16.90 | 15.97 | -27.24 |
| Sharpe Ratio | NA | 0.44 | 0.50 | 0.63 | 0.29 | NA | NA | 0.24 | -0.41 | 2.83 | 0.63 | -0.08 | 0.29 | 2.19 | 1.16 | -0.10 | 0.90 | 0.60 | -0.84 |
| Standard Deviation(%) | NA | 8.06 | 9.17 | 8.73 | 18.13 | NA | NA | 18.10 | 10.47 | 4.70 | 10.17 | 10.38 | 8.03 | 9.53 | 11.27 | 22.81 | 18.73 | 26.34 | 38.87 |
| Draw Down(%) | NA | 6.59 | 13.12 | 13.86 | 44.95 | NA | NA | 49.38 | 6.59 | 2.14 | 9.00 | 9.51 | 7.82 | 6.62 | 8.93 | 21.76 | 14.23 | 28.33 | 41.70 |
| Yield(%) | 0.00 | 2.05 | 2.76 | 5.01 | 3.98 | 2.51 | 1.88 | 3.76 | 0.52 | 2.72 | 2.36 | 4.14 | 5.64 | 12.26 | 2.66 | 1.74 | 2.80 | 2.21 | 1.98 |
Data as of 07/03/2018, AR inception is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEIIX (THRIVENT GROWTH AND INCOME PLUS FUND CLASS S) |
-0.42%
Sep 2008 - Sep 2011 |
3.40%
May 2008 - May 2013 |
4.69%
Apr 2008 - Apr 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEIIX (THRIVENT GROWTH AND INCOME PLUS FUND CLASS S) |
21.73%
Feb 2009 - Feb 2012 |
17.96%
Feb 2009 - Feb 2014 |
5.35%
Jun 2008 - Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart