Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THMAX (THRIVENT MODERATE ALLOCATION FUND CLASS A) | 6.22% | 4.63% | 7.48% | 4.58% | 5.42% | 6.40% | 5.61% | 5.66% |
Data as of 07/31/2025, AR inception is 07/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THMAX (THRIVENT MODERATE ALLOCATION FUND CLASS A) | 07/21/2005 | 07/31/2025 |
| 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 (%) | -0.24 | 4.63 | 7.48 | 4.58 | 5.42 | 6.40 | 5.61 | 5.66 | 6.22 | 7.46 | 14.60 | -16.43 | 6.65 | 10.07 | 18.34 | -4.95 | 12.29 | 8.35 | -0.87 | 5.48 | 15.18 | 11.73 | -1.60 | 13.95 | 26.68 | -28.00 | 6.40 | 11.86 | 4.57 |
| Sharpe Ratio | NA | 0.30 | 0.46 | 0.24 | 0.38 | NA | NA | 0.39 | 0.68 | 0.09 | 1.16 | -1.10 | 0.70 | 0.58 | 2.65 | -0.76 | 3.02 | 0.98 | -0.10 | 0.84 | 2.26 | 1.64 | -0.11 | 1.23 | 1.55 | -1.19 | 0.37 | 1.24 | 1.13 |
| Standard Deviation(%) | NA | 12.96 | 11.47 | 11.66 | 10.80 | NA | NA | 11.65 | 13.78 | 9.69 | 9.01 | 16.22 | 9.53 | 17.00 | 6.39 | 8.30 | 3.88 | 8.34 | 8.60 | 6.51 | 6.69 | 7.19 | 14.58 | 11.29 | 17.16 | 24.26 | 9.32 | 6.94 | 7.10 |
| Draw Down(%) | NA | 16.12 | 16.12 | 25.20 | 25.20 | NA | NA | 41.53 | 11.85 | 8.01 | 8.38 | 20.99 | 7.83 | 22.31 | 3.26 | 11.15 | 1.29 | 7.19 | 8.20 | 5.15 | 5.37 | 6.13 | 14.90 | 9.20 | 18.01 | 37.72 | 5.93 | 6.53 | 3.75 |
| Yield(%) | 0.00 | 1.85 | 2.01 | 1.70 | 3.10 | 3.87 | 3.74 | 3.77 | 0.42 | 2.37 | 2.26 | 1.15 | 1.41 | 1.19 | 5.88 | 3.98 | 4.49 | 2.06 | 5.73 | 4.83 | 4.39 | 3.26 | 1.94 | 2.32 | 2.76 | 2.93 | 5.12 | 3.44 | 1.23 |
Data as of 07/31/2025, 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 |
|---|---|---|---|---|
| THMAX (THRIVENT MODERATE ALLOCATION FUND CLASS A) |
-9.67%
Feb 2006 - Feb 2009 |
0.98%
May 2007 - May 2012 |
4.00%
Oct 2013 - Oct 2023 |
3.73%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THMAX (THRIVENT MODERATE ALLOCATION FUND CLASS A) |
19.48%
Feb 2009 - Feb 2012 |
15.95%
Feb 2009 - Feb 2014 |
10.34%
Feb 2009 - Feb 2019 |
8.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart