Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCLIX (Thrivent Church Loan and Income Fund) | NA | 3.36% | -1.68% | NA | NA | NA | NA | … | … |
Data as of 05/18/2023, Common starting date is 09/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCLIX (Thrivent Church Loan and Income Fund) | 09/28/2018 | 05/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.36 | -1.68 | NA | NA | NA | NA | … | … | 3.63 | -10.85 | -3.58 | 0.14 | 3.13 | -0.40 |
| Sharpe Ratio | NA | -0.09 | -0.65 | NA | NA | NA | NA | … | … | 0.96 | -1.82 | -1.38 | -0.02 | 0.15 | -1.57 |
| Standard Deviation(%) | NA | 6.42 | 4.69 | NA | NA | NA | NA | … | … | 5.19 | 6.75 | 2.61 | 4.85 | 11.51 | 2.00 |
| Draw Down(%) | NA | 7.89 | 16.29 | NA | NA | NA | NA | … | … | 3.24 | 15.11 | 4.04 | 4.71 | 4.41 | 1.10 |
| Yield(%) | 0.00 | 3.68 | 2.77 | 2.62 | 1.31 | 0.87 | 0.65 | … | … | 1.75 | 2.66 | 2.45 | 2.71 | 3.19 | 0.00 |
Data as of 05/18/2023, Common starting date is 09/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCLIX (Thrivent Church Loan and Income Fund) |
-3.21%
Oct 2019 – Oct 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCLIX (Thrivent Church Loan and Income Fund) |
4.66%
Oct 2018 – Oct 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart