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Thrivent Moderate Allocation A (THMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.77-0.03 (-0.19%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.99%
5-year average return6.61%
Number of years up13
Number of years down5
Best 1-yr total return (30 June 2024)26.67%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return26.67%
Worst 3-yr total return1.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTHMAXCategory
YTD5.41%9.69%
1-month3.17%0.91%
3-month1.91%5.21%
1-year16.75%27.06%
3-year2.54%11.00%
5-year7.27%10.26%
10-year5.98%8.34%
Last bull market18.69%15.58%
Last bear market-12.79%-12.16%

Annual total return (%) history

Year
THMAXCategory
2024
N/AN/A
2023
15.67%N/A
2022
-16.42%N/A
2021
11.97%N/A
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
N/A5.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.95%N/AN/AN/A
20234.81%4.01%-2.83%9.20%
2022-5.30%-12.79%-3.97%5.38%
20211.70%5.25%0.32%4.27%
2020-12.41%13.00%5.04%8.96%
20198.74%3.24%0.79%4.58%
2018-0.92%1.07%3.10%-7.92%
20173.30%2.54%3.02%2.91%
20160.75%1.94%4.01%1.44%
20152.46%-0.63%-4.85%2.32%
20141.89%3.02%-1.28%1.78%
20134.87%-0.19%4.97%4.83%
20127.32%-1.93%4.59%1.49%
20113.74%0.19%-11.27%6.69%
20104.38%-5.88%8.75%6.58%
2009-7.14%15.16%14.03%3.87%
2008-5.55%-0.92%-8.59%-15.81%
20072.09%3.19%2.27%-1.25%
20064.59%-1.45%3.48%4.87%
20053.86%2.55%N/AN/A

Rank in category (by total return)

YTD40
1-month50
3-month72
1-year26
3-year49
5-year57

Load adjusted returns

1-year10.54%
3-year0.67%
5-year6.14%
10-year5.43%