AALGX vs. TMAAX
Compare and contrast key facts about Thrivent Global Stock Fund (AALGX) and Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX).
AALGX is managed by Thrivent. It was launched on Jul 15, 1987. TMAAX is managed by Thrivent. It was launched on Jun 30, 2005.
Performance
AALGX vs. TMAAX - Performance Comparison
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AALGX vs. TMAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AALGX Thrivent Global Stock Fund | -1.71% | 20.49% | 27.79% | 21.71% | -19.38% | 20.37% | 14.46% | 22.71% | -8.75% | 10.85% |
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, AALGX achieves a -1.71% return, which is significantly higher than TMAAX's -2.02% return. Over the past 10 years, AALGX has outperformed TMAAX with an annualized return of 10.23%, while TMAAX has yielded a comparatively lower 8.97% annualized return.
AALGX
- 1D
- 2.84%
- 1M
- -5.61%
- YTD
- -1.71%
- 6M
- 1.03%
- 1Y
- 19.24%
- 3Y*
- 19.98%
- 5Y*
- 10.86%
- 10Y*
- 10.23%
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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AALGX vs. TMAAX - Expense Ratio Comparison
AALGX has a 0.97% expense ratio, which is lower than TMAAX's 1.33% expense ratio.
Return for Risk
AALGX vs. TMAAX — Risk / Return Rank
AALGX
TMAAX
AALGX vs. TMAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Global Stock Fund (AALGX) 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.
| AALGX | TMAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.09 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.61 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.58 | +0.08 |
Martin ratioReturn relative to average drawdown | 7.86 | 7.30 | +0.56 |
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
| AALGX | TMAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.09 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.55 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.68 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.43 | 0.00 |
Correlation
The correlation between AALGX and TMAAX is 0.98, 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. TMAAX - Dividend Comparison
AALGX's dividend yield for the trailing twelve months is around 11.24%, more than TMAAX's 7.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AALGX Thrivent Global Stock Fund | 11.24% | 11.05% | 23.12% | 5.51% | 3.21% | 14.40% | 3.01% | 12.68% | 9.82% | 1.00% | 1.15% | 0.00% |
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
AALGX vs. TMAAX - Drawdown Comparison
The maximum AALGX drawdown since its inception was -55.28%, which is greater than TMAAX's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for AALGX and TMAAX.
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Drawdown Indicators
| AALGX | TMAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -50.54% | -4.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -9.88% | -1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -34.65% | -26.55% | -8.10% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -26.99% | -8.33% |
Current DrawdownCurrent decline from peak | -6.52% | -5.44% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -7.41% | -3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.15% | +0.36% |
Volatility
AALGX vs. TMAAX - Volatility Comparison
Thrivent Global Stock Fund (AALGX) has a higher volatility of 6.02% compared to Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX) at 4.83%. This indicates that AALGX's price experiences larger fluctuations and is considered to be riskier 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
| AALGX | TMAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 4.83% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 7.98% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.07% | 14.13% | +2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.67% | 13.85% | +4.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 13.29% | +5.02% |