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Thrivent Moderate Allocation A (THMAX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.57% |
| 5y Average Return | 7.20% |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 31, 2024) | 26.67% |
| Worst 1Y Total Return (Oct 31, 2024) | -- |
| Best 3Y Total Return | 26.67% |
| Worst 3Y Total Return | 1.97% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
THMAX
Category
- YTD
- 13.13%
- 9.69%
- 1-Month
- 1.75%
- 0.91%
- 3-Month
- 5.55%
- 5.21%
- 1-Year
- 23.54%
- 27.06%
- 3-Year
- 4.48%
- 11.00%
- 5-Year
- 7.73%
- 10.26%
- 10-Year
- 6.72%
- 8.34%
- Last Bull Market
- 18.69%
- 15.58%
- Last Bear Market
- -12.79%
- -12.16%
Annual Total Return (%) History
Year
THMAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.95% | 1.17% | 5.55% | -- |
| 2023 | 4.81% | 4.01% | -2.83% | 9.20% |
| 2022 | -5.30% | -12.79% | -3.97% | 5.38% |
| 2021 | 1.70% | 5.25% | 0.32% | 4.27% |
| 2020 | -12.41% | 13.00% | 5.04% | 8.96% |
| 2019 | 8.74% | 3.24% | 0.79% | 4.58% |
| 2018 | -0.92% | 1.07% | 3.10% | -7.92% |
| 2017 | 3.30% | 2.54% | 3.02% | 2.91% |
| 2016 | 0.75% | 1.94% | 4.01% | 1.44% |
| 2015 | 2.46% | -0.63% | -4.85% | 2.32% |
| 2014 | 1.89% | 3.02% | -1.28% | 1.78% |
| 2013 | 4.87% | -0.19% | 4.97% | 4.83% |
| 2012 | 7.32% | -1.93% | 4.59% | 1.49% |
| 2011 | 3.74% | 0.19% | -11.27% | 6.69% |
| 2010 | 4.38% | -5.88% | 8.75% | 6.58% |
| 2009 | -7.14% | 15.16% | 14.03% | 3.87% |
| 2008 | -5.55% | -0.92% | -8.59% | -15.81% |
| 2007 | 2.09% | 3.19% | 2.27% | -1.25% |
| 2006 | 4.59% | -1.45% | 3.48% | 4.87% |
| 2005 | 3.86% | 2.55% | -- | -- |
Rank in Category (By Total Return)
| YTD | 34 |
| 1-Month | 27 |
| 3-Month | 49 |
| 1-Year | 36 |
| 3-Year | 57 |
| 5-Year | 54 |
Load Adjusted Returns
| 1-Year | 17.03% |
| 3-Year | 2.59% |
| 5-Year | 6.59% |
| 10-Year | 6.17% |
Performance & Risk
| YTD Return | 11.57% |
| 5y Average Return | 7.20% |
| Rank in Category (ytd) | 34 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Thrivent Funds |
| Net Assets | 3.84B |
| YTD Return | 13.13% |
| Yield | 1.95% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2005 |
Fund Summary
The fund pursues its objective by investing in a combination of other funds managed by the Adviser and directly held financial instruments. It is designed for investors who seek moderate long-term capital growth with reasonable stability of principal and are comfortable with moderate levels of risk and volatility. The fund allocates 45%-85% of its assets in equity securities, and 15%-55% in debt securities.
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