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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.33% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| THMAX | Category Average | THMAX | Category Average | THMAX | Category Average | |
| Alpha | 0.31 | -0.01 | 0.34 | -0.01 | -0.01 | -0 |
| BETA | 1.01 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.41 | 0.01 | 0.79 | 0.01 | 0.53 | 0.01 |
| R-squared | 94.76 | 0.93 | 95.49 | 0.92 | 95.93 | 0.92 |
| Standard Deviation | 12.98 | 0.13 | 11.87 | 0.1 | 10.24 | 0.09 |
| Sharpe Ratio | 0.03 | 0.01 | 0.56 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | -0.48 | 0.09 | 6.35 | 0.09 | 4.08 | 0.07 |
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