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Thrivent Moderate Allocation S (TMAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.02+0.07 (+0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.44%
5-year average return7.04%
Number of years up13
Number of years down5
Best 1-yr total return (4 Jul 2024)27.03%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return27.03%
Worst 3-yr total return2.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTMAIXCategory
YTD7.29%9.69%
1-month1.74%0.91%
3-month1.23%5.21%
1-year14.03%27.06%
3-year2.96%11.00%
5-year6.98%10.26%
10-year6.28%8.34%
Last bull market18.84%15.58%
Last bear market-12.76%-12.16%

Annual total return (%) history

Year
TMAIXCategory
2024
N/AN/A
2023
15.97%N/A
2022
-16.23%N/A
2021
12.27%N/A
2020
13.52%11.72%
2019
18.54%19.23%
2018
-4.61%-5.76%
2017
12.56%13.21%
2016
8.66%7.34%
2015
-0.51%-1.93%
2014
5.81%6.21%
2013
15.52%16.48%
2012
12.29%11.72%
2011
-1.34%-0.11%
2010
14.33%11.83%
2009
27.03%24.13%
2008
-27.79%-28.00%
2007
6.72%5.99%
2006
12.19%11.29%
2005
N/A5.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.99%1.23%N/AN/A
20234.86%4.05%-2.76%9.30%
2022-5.23%-12.76%-3.90%5.42%
20211.76%5.36%0.38%4.32%
2020-12.38%13.11%5.09%9.00%
20198.77%3.29%0.77%4.70%
2018-0.86%1.13%3.23%-7.84%
20173.44%2.52%3.15%2.89%
20160.83%2.01%4.08%1.50%
20152.54%-0.53%-4.74%2.40%
20141.97%3.10%-1.19%1.86%
20134.86%-0.10%5.03%4.99%
20127.51%-1.84%4.67%1.66%
20113.82%0.27%-11.16%6.68%
20104.56%-5.88%8.93%6.66%
2009-6.93%15.21%14.09%3.84%
2008-5.56%-0.75%-8.50%-15.82%
20072.20%3.26%2.33%-1.18%
20064.66%-1.37%3.57%4.95%
20053.90%2.72%N/AN/A

Rank in category (by total return)

YTD33
1-month33
3-month47
1-year30
3-year43
5-year50

Load adjusted returns

1-year14.03%
3-year2.96%
5-year6.98%
10-year6.28%