AASCX vs. TAAAX

Last updated Aug 1, 2026

AASCX (Thrivent Mid Cap Stock Fund) and TAAAX (Thrivent Aggressive Allocation Fund) are both mutual funds - AASCX is a Mid Cap Blend Equities fund managed by Thrivent, while TAAAX is a Diversified Portfolio fund managed by Thrivent. Over the past 10 years, AASCX returned 10.59%/yr vs 11.34%/yr for TAAAX. Their correlation of 0.94 means they have usually moved in the same direction. AASCX charges 0.98%/yr vs 0.93%/yr for TAAAX.

Performance

AASCX vs. TAAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thrivent Mid Cap Stock Fund (AASCX) and Thrivent Aggressive Allocation Fund (TAAAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AASCX achieves a 17.80% return, which is significantly higher than TAAAX's 9.64% return. Over the past 10 years, AASCX has underperformed TAAAX with an annualized return of 10.59%, while TAAAX has yielded a comparatively higher 11.34% annualized return.

AASCX

• 1D: 0.87%
• 1M: 0.03%
• 6M: 15.46%
• YTD: 17.80%
• 1Y: 23.54%
• 3Y*: 12.05%
• 5Y*: 7.14%
• 10Y*: 10.59%
• ALL TIME*: 8.06%

TAAAX

• 1D: 1.77%
• 1M: -0.32%
• 6M: 7.27%
• YTD: 9.64%
• 1Y: 19.54%
• 3Y*: 17.25%
• 5Y*: 9.63%
• 10Y*: 11.34%
• ALL TIME*: 7.25%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AASCX Thrivent Mid Cap Stock Fund	$0.00	$0.00	$0.00
TAAAX Thrivent Aggressive Allocation Fund	$0.00	$0.00	$0.00

AASCX vs. TAAAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AASCX Thrivent Mid Cap Stock Fund	17.80%	4.43%	14.60%	13.65%	-17.85%	27.70%	21.68%	24.51%	-10.73%	8.73%
TAAAX Thrivent Aggressive Allocation Fund	9.64%	15.18%	23.46%	18.79%	-18.19%	19.56%	16.42%	24.52%	-6.90%	14.30%

Correlation

The correlation between AASCX and TAAAX is 0.82, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.82
Correlation (3Y) Balances recent behavior with more history.	0.88
Correlation (5Y) Shows whether the relationship held over a longer period.	0.92
Correlation (10Y) Provides a long-term view across more market conditions.	0.91
Correlation (All Time) Calculated using the full available price history since Jan 3, 2006	0.94

The correlation between AASCX and TAAAX shifts across timeframes, from 0.82 (1 year) to 0.94 (all time), reflecting how their relationship changes across market environments.

Return for Risk

AASCX vs. TAAAX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AASCX

AASCX Risk / Return Rank: 62
AASCX Sharpe Ratio Rank: 56
AASCX Sortino Ratio Rank: 58
AASCX Omega Ratio Rank: 52
AASCX Calmar Ratio Rank: 71
AASCX Martin Ratio Rank: 75

TAAAX

TAAAX Risk / Return Rank: 57
TAAAX Sharpe Ratio Rank: 53
TAAAX Sortino Ratio Rank: 51
TAAAX Omega Ratio Rank: 51
TAAAX Calmar Ratio Rank: 58
TAAAX Martin Ratio Rank: 70

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AASCX vs. TAAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Stock Fund (AASCX) and Thrivent Aggressive Allocation Fund (TAAAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AASCX	TAAAX	Difference
Sharpe ratio: Return per unit of total volatility	1.40	1.38	+0.02
Sortino ratio: Return per unit of downside risk	2.05	1.96	+0.10
Omega ratio: Gain probability vs. loss probability	1.25	1.25	0.00
Calmar ratio: Return relative to maximum drawdown	2.29	2.02	+0.27
Martin ratio: Return relative to average drawdown	9.06	8.66	+0.40

AASCX vs. TAAAX - Sharpe Ratio Comparison

The current AASCX Sharpe Ratio is 1.40, which is comparable to the TAAAX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of AASCX and TAAAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AASCX vs. TAAAX - Drawdown Comparison

The maximum AASCX drawdown since its inception was -56.55%, roughly equal to the maximum TAAAX drawdown of -56.23%. Use the drawdown chart below to compare losses from any high point for AASCX and TAAAX.

Drawdown Indicators

	AASCX	TAAAX	Difference
Max Drawdown Largest peak-to-trough decline	-56.55%	-56.23%	-0.32%
Max Drawdown (1Y) Largest decline over 1 year	-9.01%	-8.63%	-0.38%
Max Drawdown (3Y) Largest decline over 3 years	-20.23%	-17.38%	-2.85%
Max Drawdown (5Y) Largest decline over 5 years	-32.80%	-29.84%	-2.96%
Max Drawdown (10Y) Largest decline over 10 years	-40.67%	-33.33%	-7.34%
Current Drawdown Current decline from peak	-0.61%	-1.27%	+0.66%
Average Drawdown Average peak-to-trough decline	-10.63%	-9.69%	-0.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.36%	2.01%	+0.35%

Volatility

AASCX vs. TAAAX - Volatility Comparison

The current volatility for Thrivent Mid Cap Stock Fund (AASCX) is 2.80%, while Thrivent Aggressive Allocation Fund (TAAAX) has a volatility of 3.46%. This indicates that AASCX experiences smaller price fluctuations and is considered to be less risky than TAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AASCX	TAAAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.80%	3.46%	-0.66%
Volatility (6M) Calculated over the trailing 6-month period	11.32%	10.15%	+1.17%
Volatility (1Y) Calculated over the trailing 1-year period	14.70%	12.66%	+2.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.81%	16.89%	+3.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.78%	16.69%	+4.09%

AASCX vs. TAAAX - Expense Ratio Comparison

AASCX has a 0.98% expense ratio, which is higher than TAAAX's 0.93% expense ratio.

Dividends

AASCX vs. TAAAX - Dividend Comparison

AASCX's dividend yield for the trailing twelve months is around 12.71%, more than TAAAX's 6.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AASCX Thrivent Mid Cap Stock Fund	12.71%	14.98%	9.22%	1.54%	3.15%	12.54%	3.54%	2.92%	12.94%	0.09%	0.10%	0.00%
TAAAX Thrivent Aggressive Allocation Fund	6.97%	7.64%	15.10%	3.64%	2.40%	10.30%	3.01%	6.32%	9.31%	0.39%	0.52%	0.28%

Frequently Asked Questions

Can I hold both AASCX and TAAAX in my portfolio?

AASCX and TAAAX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AASCX or TAAAX?

TAAAX has higher volatility (3.46%) compared to AASCX (2.80%). In terms of maximum drawdown, AASCX dropped -56.55% vs TAAAX's -56.23%.

Which has better risk-adjusted returns?

AASCX currently has the higher Sharpe Ratio (1.40 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.