Nasdaq - Delayed Quote USD

Thrivent Aggressive Allocation A (TAAAX)

19.49 +0.14 (+0.72%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 12.08%
5y Average Return 10.11%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Sep 12, 2024) 30.23%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 30.23%
Worst 3Y Total Return 4.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TAAAX
Category
YTD
13.80%
13.38%
1-Month
1.85%
1.16%
3-Month
5.77%
6.75%
1-Year
20.48%
40.77%
3-Year
4.19%
13.59%
5-Year
10.99%
13.52%
10-Year
8.83%
10.48%
Last Bull Market
23.92%
21.11%
Last Bear Market
-15.19%
-19.34%

Annual Total Return (%) History

Year
TAAAX
Category
2024
--
--
2023
18.77%
--
2022
-18.16%
--
2021
19.65%
--
2020
16.41%
15.41%
2019
24.46%
24.78%
2018
-6.89%
-9.27%
2017
20.93%
18.41%

2016
9.65%
8.45%
2015
-0.86%
-1.74%
2014
5.81%
5.50%
2013
26.76%
26.84%
2012
12.61%
15.29%
2011
-4.66%
-4.13%
2010
17.11%
14.83%
2009
30.23%
30.03%
2008
-37.41%
-38.64%
2007
9.04%
7.48%
2006
13.99%
14.66%
2005
--
7.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.40% 0.80% -- --
2023 5.67% 5.36% -3.31% 10.34%
2022 -5.69% -15.19% -4.74% 7.40%
2021 4.91% 7.18% 0.20% 6.20%
2020 -21.71% 19.26% 8.01% 15.45%
2019 12.51% 3.28% -0.71% 7.87%
2018 0.26% 2.12% 4.91% -13.31%
2017 6.09% 3.88% 4.79% 4.72%
2016 -1.27% 1.77% 6.02% 2.93%
2015 3.12% 0.21% -8.23% 4.53%

2014 1.42% 3.79% -1.49% 2.04%
2013 7.67% 0.96% 8.00% 7.98%
2012 10.69% -4.57% 5.69% 0.87%
2011 5.25% -0.17% -17.23% 9.62%
2010 5.27% -10.52% 11.65% 11.35%
2009 -9.55% 17.80% 17.03% 4.44%
2008 -9.21% 0.09% -12.15% -21.59%
2007 2.90% 5.64% 2.36% -2.01%
2006 7.05% -2.69% 2.49% 6.76%
2005 5.80% 3.13% -- --

Rank in Category (By Total Return)

YTD 45
1-Month 58
3-Month 43
1-Year 40
3-Year 40
5-Year 29

Load Adjusted Returns

1-Year 14.10%
3-Year 2.32%
5-Year 9.84%
10-Year 8.28%

Performance & Risk

YTD Return 12.08%
5y Average Return 10.11%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family Thrivent Funds
Net Assets 2.71B
YTD Return 13.80%
Yield 1.08%
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 greater long-term capital growth and are comfortable with higher levels of risk and volatility. The fund allocates 75%-100% of its assets in equity securities, and 0%-25% in debt securities.

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