AAHYX vs. TMAAX
Compare and contrast key facts about Thrivent Diversified Income Plus Fund (AAHYX) and Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX).
AAHYX is managed by Thrivent. It was launched on Jan 7, 1997. TMAAX is managed by Thrivent. It was launched on Jun 30, 2005.
Performance
AAHYX vs. TMAAX - Performance Comparison
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AAHYX vs. TMAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAHYX Thrivent Diversified Income Plus Fund | -0.63% | 9.57% | 6.80% | 9.27% | -12.64% | 6.22% | 6.67% | 13.12% | -3.08% | 8.98% |
TMAAX Thrivent Moderately Aggressive Allocation Fund Class A | -2.02% | 15.13% | 19.29% | 17.06% | -17.79% | 15.74% | 14.13% | 21.47% | -6.30% | 11.50% |
Returns By Period
In the year-to-date period, AAHYX achieves a -0.63% return, which is significantly higher than TMAAX's -2.02% return. Over the past 10 years, AAHYX has underperformed TMAAX with an annualized return of 4.75%, while TMAAX has yielded a comparatively higher 8.97% annualized return.
AAHYX
- 1D
- 0.48%
- 1M
- -2.64%
- YTD
- -0.63%
- 6M
- 0.97%
- 1Y
- 7.87%
- 3Y*
- 7.11%
- 5Y*
- 2.98%
- 10Y*
- 4.75%
TMAAX
- 1D
- 2.28%
- 1M
- -4.78%
- YTD
- -2.02%
- 6M
- 0.21%
- 1Y
- 14.96%
- 3Y*
- 14.37%
- 5Y*
- 7.55%
- 10Y*
- 8.97%
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AAHYX vs. TMAAX - Expense Ratio Comparison
AAHYX has a 0.94% expense ratio, which is lower than TMAAX's 1.33% expense ratio.
Return for Risk
AAHYX vs. TMAAX — Risk / Return Rank
AAHYX
TMAAX
AAHYX vs. TMAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Diversified Income Plus Fund (AAHYX) and Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAHYX | TMAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.09 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.28 | 1.61 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.24 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.28 | 1.58 | +0.69 |
Martin ratioReturn relative to average drawdown | 8.86 | 7.30 | +1.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAHYX | TMAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.09 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.55 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.68 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.43 | +0.26 |
Correlation
The correlation between AAHYX and TMAAX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AAHYX vs. TMAAX - Dividend Comparison
AAHYX's dividend yield for the trailing twelve months is around 3.48%, less than TMAAX's 7.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAHYX Thrivent Diversified Income Plus Fund | 3.48% | 3.73% | 3.83% | 3.55% | 3.10% | 6.31% | 2.44% | 3.54% | 5.72% | 2.85% | 3.39% | 3.31% |
TMAAX Thrivent Moderately Aggressive Allocation Fund Class A | 7.44% | 7.29% | 11.82% | 3.55% | 3.03% | 6.94% | 4.16% | 6.27% | 6.01% | 1.10% | 0.99% | 0.76% |
Drawdowns
AAHYX vs. TMAAX - Drawdown Comparison
The maximum AAHYX drawdown since its inception was -34.18%, smaller than the maximum TMAAX drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for AAHYX and TMAAX.
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Drawdown Indicators
| AAHYX | TMAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.18% | -50.54% | +16.36% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -9.88% | +6.20% |
Max Drawdown (5Y)Largest decline over 5 years | -16.52% | -26.55% | +10.03% |
Max Drawdown (10Y)Largest decline over 10 years | -20.04% | -26.99% | +6.95% |
Current DrawdownCurrent decline from peak | -2.95% | -5.44% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -7.41% | +2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 2.15% | -1.20% |
Volatility
AAHYX vs. TMAAX - Volatility Comparison
The current volatility for Thrivent Diversified Income Plus Fund (AAHYX) is 1.99%, while Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX) has a volatility of 4.83%. This indicates that AAHYX experiences smaller price fluctuations and is considered to be less risky than TMAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAHYX | TMAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.99% | 4.83% | -2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 3.05% | 7.98% | -4.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.03% | 14.13% | -9.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.73% | 13.85% | -8.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.00% | 13.29% | -7.29% |