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AALGX vs. CSUAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AALGX vs. CSUAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thrivent Global Stock Fund (AALGX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). The values are adjusted to include any dividend payments, if applicable.

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AALGX vs. CSUAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AALGX
Thrivent Global Stock Fund
-4.42%20.49%27.79%21.71%-19.38%20.37%14.46%22.71%-8.75%10.85%
CSUAX
Cohen & Steers Global Infrastructure Fund Class A
8.35%14.30%8.30%2.09%-5.20%16.24%-1.65%24.26%-5.83%17.99%

Returns By Period

In the year-to-date period, AALGX achieves a -4.42% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, AALGX has outperformed CSUAX with an annualized return of 9.92%, while CSUAX has yielded a comparatively lower 7.48% annualized return.


AALGX

1D
-0.25%
1M
-8.68%
YTD
-4.42%
6M
-1.44%
1Y
16.30%
3Y*
18.87%
5Y*
10.54%
10Y*
9.92%

CSUAX

1D
0.34%
1M
-4.38%
YTD
8.35%
6M
8.97%
1Y
17.98%
3Y*
10.78%
5Y*
7.79%
10Y*
7.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AALGX vs. CSUAX - Expense Ratio Comparison

AALGX has a 0.97% expense ratio, which is lower than CSUAX's 1.22% expense ratio.


Return for Risk

AALGX vs. CSUAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AALGX
AALGX Risk / Return Rank: 5555
Overall Rank
AALGX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
AALGX Sortino Ratio Rank: 5454
Sortino Ratio Rank
AALGX Omega Ratio Rank: 5656
Omega Ratio Rank
AALGX Calmar Ratio Rank: 5151
Calmar Ratio Rank
AALGX Martin Ratio Rank: 6161
Martin Ratio Rank

CSUAX
CSUAX Risk / Return Rank: 8585
Overall Rank
CSUAX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
CSUAX Sortino Ratio Rank: 8383
Sortino Ratio Rank
CSUAX Omega Ratio Rank: 8080
Omega Ratio Rank
CSUAX Calmar Ratio Rank: 8888
Calmar Ratio Rank
CSUAX Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AALGX vs. CSUAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thrivent Global Stock Fund (AALGX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.


AALGXCSUAXDifference

Sharpe ratio

Return per unit of total volatility

0.98

1.63

-0.65

Sortino ratio

Return per unit of downside risk

1.46

2.17

-0.71

Omega ratio

Gain probability vs. loss probability

1.22

1.32

-0.10

Calmar ratio

Return relative to maximum drawdown

1.23

2.36

-1.13

Martin ratio

Return relative to average drawdown

5.87

10.32

-4.44

AALGX vs. CSUAX - Sharpe Ratio Comparison

The current AALGX Sharpe Ratio is 0.98, which is lower than the CSUAX Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of AALGX and CSUAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AALGXCSUAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.98

1.63

-0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.61

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.50

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.55

-0.13

Correlation

The correlation between AALGX and CSUAX is 0.70, 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

AALGX vs. CSUAX - Dividend Comparison

AALGX's dividend yield for the trailing twelve months is around 11.56%, more than CSUAX's 7.46% yield.


TTM20252024202320222021202020192018201720162015
AALGX
Thrivent Global Stock Fund
11.56%11.05%23.12%5.51%3.21%14.40%3.01%12.68%9.82%1.00%1.15%0.00%
CSUAX
Cohen & Steers Global Infrastructure Fund Class A
7.46%8.09%2.23%2.17%3.55%2.95%1.30%1.52%2.08%5.00%2.04%6.20%

Drawdowns

AALGX vs. CSUAX - Drawdown Comparison

The maximum AALGX drawdown since its inception was -55.28%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for AALGX and CSUAX.


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Drawdown Indicators


AALGXCSUAXDifference

Max Drawdown

Largest peak-to-trough decline

-55.28%

-52.20%

-3.08%

Max Drawdown (1Y)

Largest decline over 1 year

-11.83%

-7.98%

-3.85%

Max Drawdown (5Y)

Largest decline over 5 years

-34.65%

-20.45%

-14.20%

Max Drawdown (10Y)

Largest decline over 10 years

-35.32%

-35.05%

-0.27%

Current Drawdown

Current decline from peak

-9.10%

-4.38%

-4.72%

Average Drawdown

Average peak-to-trough decline

-10.56%

-8.49%

-2.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.48%

1.83%

+0.65%

Volatility

AALGX vs. CSUAX - Volatility Comparison

Thrivent Global Stock Fund (AALGX) has a higher volatility of 5.08% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that AALGX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AALGXCSUAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.08%

3.26%

+1.82%

Volatility (6M)

Calculated over the trailing 6-month period

9.28%

6.89%

+2.39%

Volatility (1Y)

Calculated over the trailing 1-year period

16.87%

11.48%

+5.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.63%

12.89%

+5.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.29%

14.89%

+3.40%