Nasdaq - Delayed Quote USD

Thrivent Moderately Cnsrv Allocation A (TCAAX)

12.97
-0.13
(-0.99%)
At close: 8:02:42 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.17%
5y Average Return 4.48%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (May 21, 2025) 14.80%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 14.80%
Worst 3Y Total Return -0.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TCAAX
Category
YTD
0.00%
5.91%
1-Month
-0.16%
0.61%
3-Month
-1.75%
4.02%
1-Year
7.63%
18.59%
3-Year
4.67%
8.56%
5-Year
4.45%
7.44%
10-Year
4.09%
6.20%
Last Bull Market
10.38%
11.89%
Last Bear Market
-10.23%
-8.23%

Annual Total Return (%) History

Year
TCAAX
Category
2025
--
--
2024
7.93%
--
2023
11.69%
--
2022
-14.96%
--
2021
6.53%
--
2020
10.11%
8.86%
2019
14.80%
14.81%
2018
-3.89%
-5.04%

2017
9.06%
9.86%
2016
6.96%
6.62%
2015
-0.95%
-2.32%
2014
5.01%
4.02%
2013
9.06%
7.23%
2012
9.81%
9.40%
2011
-0.34%
1.70%
2010
11.42%
10.03%
2009
22.27%
20.77%
2008
-20.74%
-18.61%
2007
5.42%
4.53%
2006
9.85%
8.16%
2005
--
2.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.16% -- -- --
2024 3.45% 0.66% 5.42% -1.68%
2023 3.95% 2.08% -2.81% 8.30%
2022 -5.37% -10.23% -4.04% 4.33%
2021 -0.01% 3.73% 0.16% 2.55%
2020 -7.93% 9.26% 3.49% 5.76%
2019 7.10% 3.12% 1.04% 2.89%
2018 -1.25% 0.55% 2.26% -5.35%
2017 2.41% 2.04% 2.27% 2.05%
2016 1.78% 2.05% 2.85% 0.12%

2015 2.06% -1.00% -3.01% 1.08%
2014 1.96% 2.63% -0.97% 1.33%
2013 3.11% -0.74% 3.32% 3.13%
2012 5.06% -0.44% 3.72% 1.22%
2011 2.70% 0.28% -7.78% 4.94%
2010 3.74% -3.68% 6.77% 4.44%
2009 -4.25% 11.59% 10.88% 3.20%
2008 -3.72% -0.68% -6.35% -11.49%
2007 1.92% 2.09% 1.96% -0.64%
2006 3.41% -0.90% 3.18% 3.88%
2005 2.64% 1.98% -- --

Rank in Category (By Total Return)

YTD 70
1-Month 54
3-Month 68
1-Year 67
3-Year 63
5-Year 91

Load Adjusted Returns

1-Year 1.84%
3-Year 2.78%
5-Year 3.32%
10-Year 3.54%

Performance & Risk

YTD Return 1.17%
5y Average Return 4.48%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Thrivent Funds
Net Assets 1.1B
YTD Return 0.00%
Yield 2.92%
Morningstar Rating
Inception Date Jun 30, 2005

Fund Summary

The fund invests in a combination of other funds managed by the Adviser and directly held financial instruments. The fund is designed for investors who seek long-term capital growth with reasonable stability of principal and more conservative levels of risk and volatility. It generally invests 40-80% of its assets in debt securities, 20-60% of its assets in equity securities.

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