AALGX vs. TSCSX
Compare and contrast key facts about Thrivent Global Stock Fund (AALGX) and Thrivent Small Cap Stock Fund Class S (TSCSX).
AALGX is managed by Thrivent. It was launched on Jul 15, 1987. TSCSX is managed by Thrivent. It was launched on Jul 1, 1996.
Performance
AALGX vs. TSCSX - Performance Comparison
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AALGX vs. TSCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
TSCSX Thrivent Small Cap Stock Fund Class S | -3.28% | 2.36% | 12.73% | 12.47% | -10.94% | 24.22% | 22.87% | 27.92% | -10.52% | 21.22% |
Returns By Period
In the year-to-date period, AALGX achieves a -4.42% return, which is significantly lower than TSCSX's -3.28% return. Over the past 10 years, AALGX has underperformed TSCSX with an annualized return of 9.92%, while TSCSX has yielded a comparatively higher 11.51% 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%
TSCSX
- 1D
- -1.17%
- 1M
- -9.54%
- YTD
- -3.28%
- 6M
- -1.94%
- 1Y
- 10.06%
- 3Y*
- 6.13%
- 5Y*
- 4.01%
- 10Y*
- 11.51%
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AALGX vs. TSCSX - Expense Ratio Comparison
AALGX has a 0.97% expense ratio, which is higher than TSCSX's 0.80% expense ratio.
Return for Risk
AALGX vs. TSCSX — Risk / Return Rank
AALGX
TSCSX
AALGX vs. TSCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Global Stock Fund (AALGX) and Thrivent Small Cap Stock Fund Class S (TSCSX). 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 | TSCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.46 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.46 | 0.81 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.11 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 0.56 | +0.67 |
Martin ratioReturn relative to average drawdown | 5.87 | 2.01 | +3.86 |
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 | TSCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.46 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.19 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.52 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.39 | +0.04 |
Correlation
The correlation between AALGX and TSCSX is 0.84, 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. TSCSX - Dividend Comparison
AALGX's dividend yield for the trailing twelve months is around 11.56%, more than TSCSX's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TSCSX Thrivent Small Cap Stock Fund Class S | 2.44% | 2.36% | 3.18% | 0.46% | 9.60% | 11.33% | 1.60% | 8.72% | 15.00% | 6.68% | 4.19% | 8.34% |
Drawdowns
AALGX vs. TSCSX - Drawdown Comparison
The maximum AALGX drawdown since its inception was -55.28%, roughly equal to the maximum TSCSX drawdown of -56.66%. Use the drawdown chart below to compare losses from any high point for AALGX and TSCSX.
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Drawdown Indicators
| AALGX | TSCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -56.66% | +1.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -14.31% | +2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -34.65% | -27.04% | -7.61% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -41.63% | +6.31% |
Current DrawdownCurrent decline from peak | -9.10% | -11.36% | +2.26% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -10.29% | -0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 3.96% | -1.48% |
Volatility
AALGX vs. TSCSX - Volatility Comparison
The current volatility for Thrivent Global Stock Fund (AALGX) is 5.08%, while Thrivent Small Cap Stock Fund Class S (TSCSX) has a volatility of 6.31%. This indicates that AALGX experiences smaller price fluctuations and is considered to be less risky than TSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AALGX | TSCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 6.31% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 12.48% | -3.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.87% | 22.16% | -5.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.63% | 21.65% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.29% | 22.08% | -3.79% |