AASCX vs. TWAAX
AASCX (Thrivent Mid Cap Stock Fund) and TWAAX (Thrivent International Allocation Fund) are both mutual funds - AASCX is a Mid Cap Blend Equities fund managed by Thrivent, while TWAAX is a Foreign Large Cap Equities fund managed by Thrivent. Over the past 10 years, AASCX returned 10.59%/yr vs 7.72%/yr for TWAAX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. AASCX charges 0.98%/yr vs 1.20%/yr for TWAAX.
Performance
AASCX vs. TWAAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AASCX achieves a 17.80% return, which is significantly higher than TWAAX's 12.89% return. Over the past 10 years, AASCX has outperformed TWAAX with an annualized return of 10.59%, while TWAAX has yielded a comparatively lower 7.72% 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%
TWAAX
- 1D
- 3.05%
- 1M
- 0.14%
- 6M
- 6.93%
- YTD
- 12.89%
- 1Y
- 26.11%
- 3Y*
- 16.28%
- 5Y*
- 8.20%
- 10Y*
- 7.72%
- ALL TIME*
- 4.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AASCX vs. TWAAX - 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% |
TWAAX Thrivent International Allocation Fund | 12.89% | 30.28% | 3.86% | 17.51% | -18.59% | 13.88% | 3.38% | 19.95% | -15.80% | 21.50% |
Correlation
The correlation between AASCX and TWAAX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2008 | 0.77 |
The correlation between AASCX and TWAAX has been stable across timeframes, ranging from 0.69 to 0.77 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AASCX vs. TWAAX — Risk / Return Rank
AASCX
TWAAX
AASCX vs. TWAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Stock Fund (AASCX) and Thrivent International Allocation Fund (TWAAX). 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 | TWAAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.27 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 2.08 | +0.20 |
| Martin ratioReturn relative to average drawdown | 9.06 | 7.55 | +1.51 |
Loading charts...
Drawdowns
AASCX vs. TWAAX - Drawdown Comparison
The maximum AASCX drawdown since its inception was -56.55%, roughly equal to the maximum TWAAX drawdown of -54.24%. Use the drawdown chart below to compare losses from any high point for AASCX and TWAAX.
Loading charts...
Drawdown Indicators
| AASCX | TWAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.55% | -54.24% | -2.31% |
Max Drawdown (1Y)Largest decline over 1 year | -9.01% | -11.98% | +2.97% |
Max Drawdown (3Y)Largest decline over 3 years | -20.23% | -12.95% | -7.28% |
Max Drawdown (5Y)Largest decline over 5 years | -32.80% | -33.71% | +0.91% |
Max Drawdown (10Y)Largest decline over 10 years | -40.67% | -38.87% | -1.80% |
Current DrawdownCurrent decline from peak | -0.61% | -3.27% | +2.66% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -12.60% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 3.30% | -0.94% |
Volatility
AASCX vs. TWAAX - Volatility Comparison
The current volatility for Thrivent Mid Cap Stock Fund (AASCX) is 2.80%, while Thrivent International Allocation Fund (TWAAX) has a volatility of 6.02%. This indicates that AASCX experiences smaller price fluctuations and is considered to be less risky than TWAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AASCX | TWAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 6.02% | -3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 14.99% | -3.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 16.90% | -2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.81% | 16.72% | +4.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.78% | 16.01% | +4.77% |
AASCX vs. TWAAX - Expense Ratio Comparison
AASCX has a 0.98% expense ratio, which is lower than TWAAX's 1.20% expense ratio.
Dividends
AASCX vs. TWAAX - Dividend Comparison
AASCX's dividend yield for the trailing twelve months is around 12.71%, more than TWAAX's 5.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TWAAX Thrivent International Allocation Fund | 5.83% | 6.59% | 2.66% | 2.72% | 1.72% | 9.19% | 1.25% | 2.15% | 5.56% | 2.08% | 2.00% |
Frequently Asked Questions
AASCX and TWAAX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TWAAX has higher volatility (6.02%) compared to AASCX (2.80%). In terms of maximum drawdown, AASCX dropped -56.55% vs TWAAX's -54.24%.
TWAAX currently has the higher Sharpe Ratio (1.48 vs 1.40), 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.
Find the right allocation for AASCX and TWAAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer