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AAMBX vs. FXIEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AAMBX vs. FXIEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thrivent Municipal Bond Fund (AAMBX) and PIMCO Fixed Income SHares: Series TE (FXIEX). The values are adjusted to include any dividend payments, if applicable.

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AAMBX vs. FXIEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AAMBX
Thrivent Municipal Bond Fund
-0.93%3.39%2.70%6.18%-10.93%1.99%4.78%7.38%0.32%4.47%
FXIEX
PIMCO Fixed Income SHares: Series TE
-0.72%3.37%5.16%8.92%-10.89%2.19%7.22%8.45%1.00%7.71%

Returns By Period

In the year-to-date period, AAMBX achieves a -0.93% return, which is significantly lower than FXIEX's -0.72% return. Over the past 10 years, AAMBX has underperformed FXIEX with an annualized return of 1.64%, while FXIEX has yielded a comparatively higher 2.74% annualized return.


AAMBX

1D
0.30%
1M
-2.83%
YTD
-0.93%
6M
0.45%
1Y
2.59%
3Y*
2.81%
5Y*
0.38%
10Y*
1.64%

FXIEX

1D
0.10%
1M
-2.32%
YTD
-0.72%
6M
0.00%
1Y
2.29%
3Y*
4.64%
5Y*
1.48%
10Y*
2.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AAMBX vs. FXIEX - Expense Ratio Comparison

AAMBX has a 0.74% expense ratio, which is higher than FXIEX's 0.07% expense ratio.


Return for Risk

AAMBX vs. FXIEX — Risk / Return Rank

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

AAMBX
AAMBX Risk / Return Rank: 2323
Overall Rank
AAMBX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
AAMBX Sortino Ratio Rank: 1919
Sortino Ratio Rank
AAMBX Omega Ratio Rank: 3232
Omega Ratio Rank
AAMBX Calmar Ratio Rank: 2222
Calmar Ratio Rank
AAMBX Martin Ratio Rank: 1717
Martin Ratio Rank

FXIEX
FXIEX Risk / Return Rank: 2828
Overall Rank
FXIEX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
FXIEX Sortino Ratio Rank: 3030
Sortino Ratio Rank
FXIEX Omega Ratio Rank: 4545
Omega Ratio Rank
FXIEX Calmar Ratio Rank: 1717
Calmar Ratio Rank
FXIEX Martin Ratio Rank: 1515
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.

AAMBX vs. FXIEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thrivent Municipal Bond Fund (AAMBX) and PIMCO Fixed Income SHares: Series TE (FXIEX). 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.


AAMBXFXIEXDifference

Sharpe ratio

Return per unit of total volatility

0.58

0.74

-0.16

Sortino ratio

Return per unit of downside risk

0.82

1.06

-0.24

Omega ratio

Gain probability vs. loss probability

1.16

1.19

-0.03

Calmar ratio

Return relative to maximum drawdown

0.65

0.48

+0.17

Martin ratio

Return relative to average drawdown

1.75

1.44

+0.31

AAMBX vs. FXIEX - Sharpe Ratio Comparison

The current AAMBX Sharpe Ratio is 0.58, which is comparable to the FXIEX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of AAMBX and FXIEX, 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


AAMBXFXIEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

0.74

-0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

0.36

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.69

-0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.56

-0.11

Correlation

The correlation between AAMBX and FXIEX is 0.72, 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

AAMBX vs. FXIEX - Dividend Comparison

AAMBX's dividend yield for the trailing twelve months is around 3.55%, more than FXIEX's 2.03% yield.


TTM20252024202320222021202020192018201720162015
AAMBX
Thrivent Municipal Bond Fund
3.55%4.65%3.93%2.58%2.97%2.66%2.80%3.35%3.45%3.40%3.41%3.39%
FXIEX
PIMCO Fixed Income SHares: Series TE
2.03%2.75%4.53%3.98%3.25%2.63%3.37%3.63%3.79%2.67%0.00%0.00%

Drawdowns

AAMBX vs. FXIEX - Drawdown Comparison

The maximum AAMBX drawdown since its inception was -49.18%, which is greater than FXIEX's maximum drawdown of -15.25%. Use the drawdown chart below to compare losses from any high point for AAMBX and FXIEX.


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Drawdown Indicators


AAMBXFXIEXDifference

Max Drawdown

Largest peak-to-trough decline

-49.18%

-15.25%

-33.93%

Max Drawdown (1Y)

Largest decline over 1 year

-5.89%

-5.11%

-0.78%

Max Drawdown (5Y)

Largest decline over 5 years

-16.17%

-15.25%

-0.92%

Max Drawdown (10Y)

Largest decline over 10 years

-16.17%

-15.25%

-0.92%

Current Drawdown

Current decline from peak

-2.83%

-2.32%

-0.51%

Average Drawdown

Average peak-to-trough decline

-5.22%

-2.92%

-2.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

1.83%

+0.36%

Volatility

AAMBX vs. FXIEX - Volatility Comparison

Thrivent Municipal Bond Fund (AAMBX) has a higher volatility of 1.35% compared to PIMCO Fixed Income SHares: Series TE (FXIEX) at 1.03%. This indicates that AAMBX's price experiences larger fluctuations and is considered to be riskier than FXIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AAMBXFXIEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.35%

1.03%

+0.32%

Volatility (6M)

Calculated over the trailing 6-month period

1.99%

2.31%

-0.32%

Volatility (1Y)

Calculated over the trailing 1-year period

6.11%

5.73%

+0.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.71%

4.30%

+0.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.40%

4.07%

+0.33%