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AAMBX vs. TSCSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AAMBX vs. TSCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thrivent Municipal Bond Fund (AAMBX) and Thrivent Small Cap Stock Fund Class S (TSCSX). The values are adjusted to include any dividend payments, if applicable.

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AAMBX vs. TSCSX - 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%
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, AAMBX achieves a -0.93% return, which is significantly higher than TSCSX's -3.28% return. Over the past 10 years, AAMBX has underperformed TSCSX with an annualized return of 1.64%, while TSCSX has yielded a comparatively higher 11.51% 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%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AAMBX vs. TSCSX - Expense Ratio Comparison

AAMBX has a 0.74% expense ratio, which is lower than TSCSX's 0.80% expense ratio.


Return for Risk

AAMBX vs. TSCSX — 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

TSCSX
TSCSX Risk / Return Rank: 1919
Overall Rank
TSCSX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
TSCSX Sortino Ratio Rank: 2020
Sortino Ratio Rank
TSCSX Omega Ratio Rank: 1818
Omega Ratio Rank
TSCSX Calmar Ratio Rank: 1919
Calmar Ratio Rank
TSCSX Martin Ratio Rank: 2020
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. TSCSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thrivent Municipal Bond Fund (AAMBX) 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.


AAMBXTSCSXDifference

Sharpe ratio

Return per unit of total volatility

0.58

0.46

+0.12

Sortino ratio

Return per unit of downside risk

0.82

0.81

+0.01

Omega ratio

Gain probability vs. loss probability

1.16

1.11

+0.05

Calmar ratio

Return relative to maximum drawdown

0.65

0.56

+0.09

Martin ratio

Return relative to average drawdown

1.75

2.01

-0.27

AAMBX vs. TSCSX - Sharpe Ratio Comparison

The current AAMBX Sharpe Ratio is 0.58, which is comparable to the TSCSX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of AAMBX and TSCSX, 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


AAMBXTSCSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

0.46

+0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

0.19

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.52

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.39

+0.06

Correlation

The correlation between AAMBX and TSCSX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

AAMBX vs. TSCSX - Dividend Comparison

AAMBX's dividend yield for the trailing twelve months is around 3.55%, more than TSCSX's 2.44% 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%
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

AAMBX vs. TSCSX - Drawdown Comparison

The maximum AAMBX drawdown since its inception was -49.18%, smaller than the maximum TSCSX drawdown of -56.66%. Use the drawdown chart below to compare losses from any high point for AAMBX and TSCSX.


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Drawdown Indicators


AAMBXTSCSXDifference

Max Drawdown

Largest peak-to-trough decline

-49.18%

-56.66%

+7.48%

Max Drawdown (1Y)

Largest decline over 1 year

-5.89%

-14.31%

+8.42%

Max Drawdown (5Y)

Largest decline over 5 years

-16.17%

-27.04%

+10.87%

Max Drawdown (10Y)

Largest decline over 10 years

-16.17%

-41.63%

+25.46%

Current Drawdown

Current decline from peak

-2.83%

-11.36%

+8.53%

Average Drawdown

Average peak-to-trough decline

-5.22%

-10.29%

+5.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

3.96%

-1.77%

Volatility

AAMBX vs. TSCSX - Volatility Comparison

The current volatility for Thrivent Municipal Bond Fund (AAMBX) is 1.35%, while Thrivent Small Cap Stock Fund Class S (TSCSX) has a volatility of 6.31%. This indicates that AAMBX 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


AAMBXTSCSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.35%

6.31%

-4.96%

Volatility (6M)

Calculated over the trailing 6-month period

1.99%

12.48%

-10.49%

Volatility (1Y)

Calculated over the trailing 1-year period

6.11%

22.16%

-16.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.71%

21.65%

-16.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.40%

22.08%

-17.68%