AASCX vs. TMAAX
Compare and contrast key facts about Thrivent Mid Cap Stock Fund (AASCX) and Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX).
AASCX is managed by Thrivent. It was launched on Jun 30, 1993. TMAAX is managed by Thrivent. It was launched on Jun 30, 2005.
Performance
AASCX vs. TMAAX - Performance Comparison
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AASCX vs. TMAAX - 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% |
TMAAX Thrivent Moderately Aggressive Allocation Fund Class A | -4.21% | 15.13% | 19.29% | 17.06% | -17.79% | 15.74% | 14.13% | 21.47% | -6.30% | 11.50% |
Returns By Period
In the year-to-date period, AASCX achieves a -2.46% return, which is significantly higher than TMAAX's -4.21% return. Over the past 10 years, AASCX has outperformed TMAAX with an annualized return of 9.54%, while TMAAX has yielded a comparatively lower 8.73% 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%
TMAAX
- 1D
- -0.23%
- 1M
- -7.16%
- YTD
- -4.21%
- 6M
- -1.77%
- 1Y
- 12.80%
- 3Y*
- 13.51%
- 5Y*
- 7.29%
- 10Y*
- 8.73%
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AASCX vs. TMAAX - Expense Ratio Comparison
AASCX has a 0.98% expense ratio, which is lower than TMAAX's 1.33% expense ratio.
Return for Risk
AASCX vs. TMAAX — Risk / Return Rank
AASCX
TMAAX
AASCX vs. TMAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Stock Fund (AASCX) and Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX). 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 | TMAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 0.94 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.60 | 1.40 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.21 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 1.16 | -0.87 |
Martin ratioReturn relative to average drawdown | 1.17 | 5.41 | -4.24 |
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 | TMAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 0.94 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.53 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.66 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.42 | -0.07 |
Correlation
The correlation between AASCX and TMAAX is 0.93, 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
AASCX vs. TMAAX - Dividend Comparison
AASCX's dividend yield for the trailing twelve months is around 15.35%, more than TMAAX's 7.61% 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% |
TMAAX Thrivent Moderately Aggressive Allocation Fund Class A | 7.61% | 7.29% | 11.82% | 3.55% | 3.03% | 6.94% | 4.16% | 6.27% | 6.01% | 1.10% | 0.99% | 0.76% |
Drawdowns
AASCX vs. TMAAX - Drawdown Comparison
The maximum AASCX drawdown since its inception was -56.55%, which is greater than TMAAX's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for AASCX and TMAAX.
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Drawdown Indicators
| AASCX | TMAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.55% | -50.54% | -6.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -9.88% | -3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -32.80% | -26.55% | -6.25% |
Max Drawdown (10Y)Largest decline over 10 years | -40.67% | -26.99% | -13.68% |
Current DrawdownCurrent decline from peak | -9.01% | -7.55% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -10.74% | -7.41% | -3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 2.12% | +1.23% |
Volatility
AASCX vs. TMAAX - Volatility Comparison
Thrivent Mid Cap Stock Fund (AASCX) has a higher volatility of 5.49% compared to Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX) at 4.06%. This indicates that AASCX's price experiences larger fluctuations and is considered to be riskier than TMAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AASCX | TMAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 4.06% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 7.66% | +3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.06% | 13.98% | +5.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 13.81% | +6.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.81% | 13.28% | +7.53% |