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Thrivent Aggressive Allocation A (TAAAX)
At close: 8:06:19 AM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.23% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 17.81% |
| 5y Average Return | 9.74% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TAAAX | Category Average | TAAAX | Category Average | TAAAX | Category Average | |
| Alpha | 3.54 | -0.03 | 3.2 | -0.02 | 1.52 | -0.01 |
| BETA | 1.24 | 0.02 | 1.35 | 0.02 | 1.41 | 0.02 |
| Mean Annual Return | 0.65 | 0.01 | 0.98 | 0.01 | 0.84 | 0.01 |
| R-squared | 93.48 | 0.95 | 94.68 | 0.94 | 93.24 | 0.92 |
| Standard Deviation | 16.15 | 0.19 | 17.3 | 0.15 | 14.63 | 0.14 |
| Sharpe Ratio | 0.23 | 0.01 | 0.54 | 0.01 | 0.57 | 0.01 |
| Treynor Ratio | 2.04 | 0.08 | 6.1 | 0.08 | 5.38 | 0.06 |
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