AALGX vs. TAAAX
AALGX (Thrivent Global Stock Fund) and TAAAX (Thrivent Aggressive Allocation Fund) are both mutual funds - AALGX is a Global Equities fund managed by Thrivent, while TAAAX is a Diversified Portfolio fund managed by Thrivent. Over the past 10 years, AALGX returned 11.18%/yr vs 11.34%/yr for TAAAX. Their 0.98 correlation means they have historically moved very closely together. AALGX charges 0.97%/yr vs 0.93%/yr for TAAAX.
Performance
AALGX vs. TAAAX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AALGX having a 10.02% return and TAAAX slightly lower at 9.64%. Both investments have delivered pretty close results over the past 10 years, with AALGX having a 11.18% annualized return and TAAAX not far ahead at 11.34%.
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%
TAAAX
- 1D
- 1.77%
- 1M
- -0.32%
- 6M
- 7.27%
- YTD
- 9.64%
- 1Y
- 19.54%
- 3Y*
- 17.25%
- 5Y*
- 9.63%
- 10Y*
- 11.34%
- ALL TIME*
- 7.25%
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. TAAAX - 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% |
TAAAX Thrivent Aggressive Allocation Fund | 9.64% | 15.18% | 23.46% | 18.79% | -18.19% | 19.56% | 16.42% | 24.52% | -6.90% | 14.30% |
Correlation
The correlation between AALGX and TAAAX is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.99 |
Correlation (3Y) Balances recent behavior with more history. | 0.99 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.99 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2006 | 0.98 |
The correlation between AALGX and TAAAX has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.
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Return for Risk
AALGX vs. TAAAX — Risk / Return Rank
AALGX
TAAAX
AALGX vs. TAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Global Stock Fund (AALGX) and Thrivent Aggressive Allocation Fund (TAAAX). 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 | TAAAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 2.02 | +0.10 |
| Martin ratioReturn relative to average drawdown | 8.98 | 8.66 | +0.31 |
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Drawdowns
AALGX vs. TAAAX - Drawdown Comparison
The maximum AALGX drawdown since its inception was -55.28%, roughly equal to the maximum TAAAX drawdown of -56.23%. Use the drawdown chart below to compare losses from any high point for AALGX and TAAAX.
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Drawdown Indicators
| AALGX | TAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -56.23% | +0.95% |
Max Drawdown (1Y)Largest decline over 1 year | -9.10% | -8.63% | -0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -16.65% | -17.38% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -34.65% | -29.84% | -4.81% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -33.33% | -1.99% |
Current DrawdownCurrent decline from peak | -1.40% | -1.27% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -9.69% | -0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.01% | +0.14% |
Volatility
AALGX vs. TAAAX - Volatility Comparison
Thrivent Global Stock Fund (AALGX) has a higher volatility of 3.83% compared to Thrivent Aggressive Allocation Fund (TAAAX) at 3.46%. This indicates that AALGX's price experiences larger fluctuations and is considered to be riskier than TAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AALGX | TAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 3.46% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.95% | 10.15% | +0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.33% | 12.66% | +0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.79% | 16.89% | +1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 16.69% | +1.57% |
AALGX vs. TAAAX - Expense Ratio Comparison
AALGX has a 0.97% expense ratio, which is higher than TAAAX's 0.93% expense ratio.
Dividends
AALGX vs. TAAAX - Dividend Comparison
AALGX's dividend yield for the trailing twelve months is around 10.05%, more than TAAAX's 6.97% 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% |
TAAAX Thrivent Aggressive Allocation Fund | 6.97% | 7.64% | 15.10% | 3.64% | 2.40% | 10.30% | 3.01% | 6.32% | 9.31% | 0.39% | 0.52% | 0.28% |
Frequently Asked Questions
With a correlation of 0.99, AALGX and TAAAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AALGX has higher volatility (3.83%) compared to TAAAX (3.46%). In terms of maximum drawdown, AALGX dropped -55.28% vs TAAAX's -56.23%.
AALGX currently has the higher Sharpe Ratio (1.45 vs 1.38), 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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