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Nasdaq - Delayed Quote USD

Thrivent Moderate Allocation A (THMAX)

14.39
-0.52
(-3.49%)
At close: April 4 at 8:02:16 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.42%
5y Average Return 8.38%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 4, 2025) 18.33%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 18.33%
Worst 3Y Total Return 1.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
THMAX
Category
YTD
-1.83%
9.69%
1-Month
-3.49%
0.91%
3-Month
-1.83%
5.21%
1-Year
4.39%
27.06%
3-Year
4.13%
11.00%
5-Year
9.14%
10.26%
10-Year
6.03%
8.34%
Last Bull Market
13.47%
15.58%
Last Bear Market
-12.79%
-12.16%

Annual Total Return (%) History

Year
THMAX
Category
2025
--
--
2024
12.66%
--
2023
15.67%
--
2022
-16.42%
--
2021
11.97%
--
2020
13.29%
11.72%
2019
18.33%
19.23%
2018
-4.95%
-5.76%

2017
12.29%
13.21%
2016
8.35%
7.34%
2015
-0.87%
-1.93%
2014
5.47%
6.21%
2013
15.18%
16.48%
2012
11.72%
11.72%
2011
-1.60%
-0.11%
2010
13.87%
11.83%
2009
26.67%
24.13%
2008
-27.99%
-28.00%
2007
6.39%
5.99%
2006
11.86%
11.29%
2005
--
5.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.83% -- -- --
2024 5.95% 1.17% 5.55% -0.42%
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 78
1-Month 77
3-Month 78
1-Year 69
3-Year 54
5-Year 70

Load Adjusted Returns

1-Year -1.23%
3-Year 2.24%
5-Year 8.00%
10-Year 5.48%

Performance & Risk

YTD Return -7.42%
5y Average Return 8.38%
Rank in Category (ytd) 78
% 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 3.72B
YTD Return -1.83%
Yield 2.26%
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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