AASCX vs. AAHYX
Compare and contrast key facts about Thrivent Mid Cap Stock Fund (AASCX) and Thrivent Diversified Income Plus Fund (AAHYX).
AASCX is managed by Thrivent. It was launched on Jun 30, 1993. AAHYX is managed by Thrivent. It was launched on Jan 7, 1997.
Performance
AASCX vs. AAHYX - Performance Comparison
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AASCX vs. AAHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | -2.46% | 4.43% | 14.60% | 13.65% | -17.85% | 27.70% | 21.68% | 24.51% | -10.73% | 8.73% |
AAHYX Thrivent Diversified Income Plus Fund | -1.10% | 9.57% | 6.80% | 9.27% | -12.64% | 6.22% | 6.67% | 13.12% | -3.08% | 8.98% |
Returns By Period
In the year-to-date period, AASCX achieves a -2.46% return, which is significantly lower than AAHYX's -1.10% return. Over the past 10 years, AASCX has outperformed AAHYX with an annualized return of 9.54%, while AAHYX has yielded a comparatively lower 4.70% annualized return.
AASCX
- 1D
- -0.55%
- 1M
- -8.42%
- YTD
- -2.46%
- 6M
- -0.79%
- 1Y
- 5.94%
- 3Y*
- 8.12%
- 5Y*
- 4.94%
- 10Y*
- 9.54%
AAHYX
- 1D
- 0.14%
- 1M
- -3.36%
- YTD
- -1.10%
- 6M
- 0.63%
- 1Y
- 7.66%
- 3Y*
- 6.94%
- 5Y*
- 2.96%
- 10Y*
- 4.70%
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AASCX vs. AAHYX - Expense Ratio Comparison
AASCX has a 0.98% expense ratio, which is higher than AAHYX's 0.94% expense ratio.
Return for Risk
AASCX vs. AAHYX — Risk / Return Rank
AASCX
AAHYX
AASCX vs. AAHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Stock Fund (AASCX) and Thrivent Diversified Income Plus Fund (AAHYX). 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.
| AASCX | AAHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 1.58 | -1.24 |
Sortino ratioReturn per unit of downside risk | 0.60 | 2.20 | -1.59 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.32 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 2.10 | -1.81 |
Martin ratioReturn relative to average drawdown | 1.17 | 8.32 | -7.15 |
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
| AASCX | AAHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 1.58 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.52 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.79 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.69 | -0.34 |
Correlation
The correlation between AASCX and AAHYX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AASCX vs. AAHYX - Dividend Comparison
AASCX's dividend yield for the trailing twelve months is around 15.35%, more than AAHYX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | 15.35% | 14.98% | 9.22% | 1.54% | 3.15% | 12.54% | 3.54% | 2.92% | 12.94% | 0.09% | 0.10% | 0.00% |
AAHYX Thrivent Diversified Income Plus Fund | 3.50% | 3.73% | 3.83% | 3.55% | 3.10% | 6.31% | 2.44% | 3.54% | 5.72% | 2.85% | 3.39% | 3.31% |
Drawdowns
AASCX vs. AAHYX - Drawdown Comparison
The maximum AASCX drawdown since its inception was -56.55%, which is greater than AAHYX's maximum drawdown of -34.18%. Use the drawdown chart below to compare losses from any high point for AASCX and AAHYX.
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Drawdown Indicators
| AASCX | AAHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.55% | -34.18% | -22.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -3.68% | -9.61% |
Max Drawdown (5Y)Largest decline over 5 years | -32.80% | -16.52% | -16.28% |
Max Drawdown (10Y)Largest decline over 10 years | -40.67% | -20.04% | -20.63% |
Current DrawdownCurrent decline from peak | -9.01% | -3.41% | -5.60% |
Average DrawdownAverage peak-to-trough decline | -10.74% | -4.58% | -6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 0.93% | +2.42% |
Volatility
AASCX vs. AAHYX - Volatility Comparison
Thrivent Mid Cap Stock Fund (AASCX) has a higher volatility of 5.49% compared to Thrivent Diversified Income Plus Fund (AAHYX) at 1.89%. This indicates that AASCX's price experiences larger fluctuations and is considered to be riskier than AAHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AASCX | AAHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 1.89% | +3.60% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 3.01% | +7.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.06% | 5.02% | +14.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 5.73% | +15.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.81% | 6.00% | +14.81% |