AALGX vs. CSUAX
AALGX (Thrivent Global Stock Fund) and CSUAX (Cohen & Steers Global Infrastructure Fund Class A) are both mutual funds - AALGX is a Global Equities fund managed by Thrivent, while CSUAX is a Infrastructure Equities fund tracking the FTSE Global Core Infrastructure 50/50 Index. Over the past 10 years, AALGX returned 11.18%/yr vs 7.23%/yr for CSUAX. Their 0.69 correlation means they have sometimes moved together and sometimes differently. AALGX charges 0.97%/yr vs 1.22%/yr for CSUAX.
Performance
AALGX vs. CSUAX - Performance Comparison
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Returns By Period
In the year-to-date period, AALGX achieves a 10.02% return, which is significantly lower than CSUAX's 12.43% return. Over the past 10 years, AALGX has outperformed CSUAX with an annualized return of 11.18%, while CSUAX has yielded a comparatively lower 7.23% annualized return.
AALGX
- 1D
- 2.00%
- 1M
- -0.25%
- 6M
- 7.08%
- YTD
- 10.02%
- 1Y
- 21.30%
- 3Y*
- 20.71%
- 5Y*
- 11.66%
- 10Y*
- 11.18%
- ALL TIME*
- 8.98%
CSUAX
- 1D
- 0.15%
- 1M
- 0.08%
- 6M
- 8.01%
- YTD
- 12.43%
- 1Y
- 17.62%
- 3Y*
- 11.66%
- 5Y*
- 7.33%
- 10Y*
- 7.23%
- ALL TIME*
- 9.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AALGX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AALGX Thrivent Global Stock Fund | 10.02% | 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 | 12.43% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Correlation
The correlation between AALGX and CSUAX is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.44 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.58 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2004 | 0.69 |
Over the past year, the correlation between AALGX and CSUAX has dropped to 0.27 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
AALGX vs. CSUAX — Risk / Return Rank
AALGX
CSUAX
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AALGX | CSUAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 3.07 | -0.95 |
| Martin ratioReturn relative to average drawdown | 8.98 | 9.66 | -0.69 |
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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
| AALGX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -52.20% | -3.08% |
Max Drawdown (1Y)Largest decline over 1 year | -9.10% | -5.99% | -3.11% |
Max Drawdown (3Y)Largest decline over 3 years | -16.65% | -11.83% | -4.82% |
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 DrawdownCurrent decline from peak | -1.40% | -1.65% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -8.39% | -2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 1.89% | +0.26% |
Volatility
AALGX vs. CSUAX - Volatility Comparison
Thrivent Global Stock Fund (AALGX) has a higher volatility of 3.83% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.00%. 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
| AALGX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 3.00% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.95% | 8.16% | +2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.33% | 10.12% | +3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.79% | 13.00% | +5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 14.88% | +3.38% |
AALGX vs. CSUAX - Expense Ratio Comparison
AALGX has a 0.97% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Dividends
AALGX vs. CSUAX - Dividend Comparison
AALGX's dividend yield for the trailing twelve months is around 10.05%, more than CSUAX's 7.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AALGX Thrivent Global Stock Fund | 10.05% | 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 | 7.61% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Frequently Asked Questions
AALGX and CSUAX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AALGX has higher volatility (3.83%) compared to CSUAX (3.00%). In terms of maximum drawdown, AALGX dropped -55.28% vs CSUAX's -52.20%.
CSUAX currently has the higher Sharpe Ratio (1.81 vs 1.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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