Nasdaq - Delayed Quote USD

Thrivent Aggressive Allocation S (TAAIX)

19.28 -0.29 (-1.48%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.13%
5y Average Return 10.31%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Sep 5, 2024) 30.60%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 30.60%
Worst 3Y Total Return 4.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TAAIX
Category
YTD
13.86%
13.38%
1-Month
1.88%
1.16%
3-Month
5.80%
6.75%
1-Year
20.64%
40.77%
3-Year
4.35%
13.59%
5-Year
11.16%
13.52%
10-Year
9.09%
10.48%
Last Bull Market
23.99%
21.11%
Last Bear Market
-15.17%
-19.34%

Annual Total Return (%) History

Year
TAAIX
Category
2024
--
--
2023
18.99%
--
2022
-18.02%
--
2021
19.80%
--
2020
16.69%
15.41%
2019
24.67%
24.78%
2018
-6.65%
-9.27%
2017
21.22%
18.41%

2016
10.03%
8.45%
2015
-0.39%
-1.74%
2014
6.23%
5.50%
2013
27.35%
26.84%
2012
13.11%
15.29%
2011
-4.38%
-4.13%
2010
17.50%
14.83%
2009
30.60%
30.03%
2008
-37.13%
-38.64%
2007
9.21%
7.48%
2006
14.61%
14.66%
2005
--
7.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.40% 0.84% -- --
2023 5.73% 5.36% -3.27% 10.44%
2022 -5.62% -15.17% -4.68% 7.43%
2021 4.91% 7.21% 0.25% 6.25%
2020 -21.70% 19.32% 8.13% 15.51%
2019 12.62% 3.32% -0.71% 7.91%
2018 0.32% 2.23% 4.98% -13.29%
2017 6.11% 3.98% 4.88% 4.75%
2016 -1.18% 1.84% 6.12% 3.03%
2015 3.18% 0.42% -8.15% 4.68%

2014 1.56% 3.83% -1.34% 2.11%
2013 7.80% 1.03% 8.19% 8.07%
2012 10.93% -4.54% 5.75% 1.01%
2011 5.32% -0.09% -17.12% 9.65%
2010 5.36% -10.47% 11.80% 11.42%
2009 -9.51% 17.87% 17.20% 4.48%
2008 -9.11% 0.17% -12.09% -21.46%
2007 2.89% 5.70% 2.43% -1.97%
2006 7.14% -2.51% 2.57% 6.98%
2005 5.90% 3.25% -- --

Rank in Category (By Total Return)

YTD 44
1-Month 57
3-Month 41
1-Year 38
3-Year 34
5-Year 27

Load Adjusted Returns

1-Year 20.64%
3-Year 4.35%
5-Year 11.16%
10-Year 9.09%

Performance & Risk

YTD Return 11.13%
5y Average Return 10.31%
Rank in Category (ytd) 44
% 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 13.86%
Yield 1.20%
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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