LUBIX vs. AABFX
Compare and contrast key facts about Thrivent Income Fund (LUBIX) and Thrivent Balanced Income Plus Fund (AABFX).
LUBIX is managed by Thrivent. It was launched on Jun 1, 1972. AABFX is managed by Thrivent. It was launched on Dec 28, 1997.
Performance
LUBIX vs. AABFX - Performance Comparison
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LUBIX vs. AABFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LUBIX Thrivent Income Fund | -0.95% | 7.57% | 2.93% | 8.11% | -16.07% | -0.76% | 11.61% | 13.20% | -2.60% | 5.69% |
AABFX Thrivent Balanced Income Plus Fund | -1.39% | 12.23% | 10.08% | 12.04% | -13.93% | 11.83% | 8.69% | 16.65% | -5.09% | 10.06% |
Returns By Period
In the year-to-date period, LUBIX achieves a -0.95% return, which is significantly higher than AABFX's -1.39% return. Over the past 10 years, LUBIX has underperformed AABFX with an annualized return of 2.79%, while AABFX has yielded a comparatively higher 6.26% annualized return.
LUBIX
- 1D
- 0.31%
- 1M
- -1.98%
- YTD
- -0.95%
- 6M
- -0.41%
- 1Y
- 3.90%
- 3Y*
- 4.56%
- 5Y*
- 0.46%
- 10Y*
- 2.79%
AABFX
- 1D
- 0.78%
- 1M
- -3.80%
- YTD
- -1.39%
- 6M
- 0.48%
- 1Y
- 10.01%
- 3Y*
- 9.51%
- 5Y*
- 4.81%
- 10Y*
- 6.26%
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LUBIX vs. AABFX - Expense Ratio Comparison
LUBIX has a 0.74% expense ratio, which is lower than AABFX's 1.00% expense ratio.
Return for Risk
LUBIX vs. AABFX — Risk / Return Rank
LUBIX
AABFX
LUBIX vs. AABFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Income Fund (LUBIX) and Thrivent Balanced Income Plus Fund (AABFX). 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.
| LUBIX | AABFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.34 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.90 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.27 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.90 | -0.46 |
Martin ratioReturn relative to average drawdown | 4.73 | 7.71 | -2.97 |
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
| LUBIX | AABFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.34 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.57 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.68 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.40 | +0.25 |
Correlation
The correlation between LUBIX and AABFX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LUBIX vs. AABFX - Dividend Comparison
LUBIX's dividend yield for the trailing twelve months is around 3.92%, less than AABFX's 6.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUBIX Thrivent Income Fund | 3.92% | 4.20% | 4.13% | 3.06% | 3.30% | 4.18% | 5.21% | 3.42% | 3.44% | 2.99% | 3.16% | 3.40% |
AABFX Thrivent Balanced Income Plus Fund | 6.70% | 7.25% | 6.43% | 2.97% | 2.26% | 6.99% | 2.03% | 2.37% | 9.70% | 2.04% | 2.37% | 1.90% |
Drawdowns
LUBIX vs. AABFX - Drawdown Comparison
The maximum LUBIX drawdown since its inception was -23.52%, smaller than the maximum AABFX drawdown of -43.44%. Use the drawdown chart below to compare losses from any high point for LUBIX and AABFX.
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Drawdown Indicators
| LUBIX | AABFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.52% | -43.44% | +19.92% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -5.52% | +2.30% |
Max Drawdown (5Y)Largest decline over 5 years | -22.12% | -21.56% | -0.56% |
Max Drawdown (10Y)Largest decline over 10 years | -22.12% | -27.40% | +5.28% |
Current DrawdownCurrent decline from peak | -2.39% | -4.32% | +1.93% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -5.67% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 1.36% | -0.38% |
Volatility
LUBIX vs. AABFX - Volatility Comparison
The current volatility for Thrivent Income Fund (LUBIX) is 1.80%, while Thrivent Balanced Income Plus Fund (AABFX) has a volatility of 2.92%. This indicates that LUBIX experiences smaller price fluctuations and is considered to be less risky than AABFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUBIX | AABFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.80% | 2.92% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 4.69% | -1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.59% | 7.66% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 8.48% | -2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.62% | 9.28% | -3.66% |