LUBIX vs. AAINX
LUBIX (Thrivent Income Fund) and AAINX (Thrivent Opportunity Income Plus Fund) are both mutual funds - LUBIX is a Corporate Bonds fund managed by Thrivent, while AAINX is a Multisector Bonds fund managed by Thrivent. Over the past 10 years, LUBIX returned 2.29%/yr vs 2.75%/yr for AAINX. Their correlation of 0.83 means they have usually moved in the same direction. LUBIX charges 0.74%/yr vs 0.88%/yr for AAINX.
Performance
LUBIX vs. AAINX - Performance Comparison
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Returns By Period
In the year-to-date period, LUBIX achieves a -1.05% return, which is significantly lower than AAINX's 0.90% return. Over the past 10 years, LUBIX has underperformed AAINX with an annualized return of 2.29%, while AAINX has yielded a comparatively higher 2.75% annualized return.
LUBIX
- 1D
- 0.12%
- 1M
- -1.71%
- 6M
- -1.34%
- YTD
- -1.05%
- 1Y
- 1.30%
- 3Y*
- 4.34%
- 5Y*
- -0.34%
- 10Y*
- 2.29%
- ALL TIME*
- 3.99%
AAINX
- 1D
- 0.11%
- 1M
- -0.98%
- 6M
- 0.30%
- YTD
- 0.90%
- 1Y
- 4.11%
- 3Y*
- 5.62%
- 5Y*
- 1.94%
- 10Y*
- 2.75%
- ALL TIME*
- 4.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
LUBIX Thrivent Income Fund | $0.00 | $0.00 | $0.00 |
LUBIX vs. AAINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LUBIX Thrivent Income Fund | -1.05% | 7.57% | 2.93% | 8.11% | -16.07% | -0.76% | 11.61% | 13.20% | -2.60% | 5.69% |
AAINX Thrivent Opportunity Income Plus Fund | 0.90% | 7.82% | 4.90% | 7.77% | -10.57% | 1.47% | 3.75% | 8.23% | -1.24% | 4.88% |
Correlation
The correlation between LUBIX and AAINX is 0.87, 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. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996 | 0.83 |
The correlation between LUBIX and AAINX shifts across timeframes, from 0.76 (10 years) to 0.90 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
LUBIX vs. AAINX — Risk / Return Rank
LUBIX
AAINX
LUBIX vs. AAINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Income Fund (LUBIX) and Thrivent Opportunity Income Plus Fund (AAINX). 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.
| LUBIX | AAINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.35 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.94 | -1.19 |
| Martin ratioReturn relative to average drawdown | 2.14 | 8.11 | -5.97 |
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Drawdowns
LUBIX vs. AAINX - Drawdown Comparison
The maximum LUBIX drawdown since its inception was -23.52%, which is greater than AAINX's maximum drawdown of -15.72%. Use the drawdown chart below to compare losses from any high point for LUBIX and AAINX.
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Drawdown Indicators
| LUBIX | AAINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.52% | -15.72% | -7.80% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -2.46% | -0.76% |
Max Drawdown (3Y)Largest decline over 3 years | -5.59% | -3.60% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -22.12% | -14.18% | -7.94% |
Max Drawdown (10Y)Largest decline over 10 years | -22.12% | -15.28% | -6.84% |
Current DrawdownCurrent decline from peak | -2.48% | -1.08% | -1.40% |
Average DrawdownAverage peak-to-trough decline | -3.78% | -1.86% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 0.59% | +0.54% |
Volatility
LUBIX vs. AAINX - Volatility Comparison
Thrivent Income Fund (LUBIX) has a higher volatility of 1.05% compared to Thrivent Opportunity Income Plus Fund (AAINX) at 0.66%. This indicates that LUBIX's price experiences larger fluctuations and is considered to be riskier than AAINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUBIX | AAINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 0.66% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 3.23% | 2.36% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 2.79% | +1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.40% | 4.03% | +2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.64% | 3.89% | +1.75% |
LUBIX vs. AAINX - Expense Ratio Comparison
LUBIX has a 0.74% expense ratio, which is lower than AAINX's 0.88% expense ratio.
Dividends
LUBIX vs. AAINX - Dividend Comparison
LUBIX's dividend yield for the trailing twelve months is around 4.03%, less than AAINX's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAINX Thrivent Opportunity Income Plus Fund | 4.29% | 4.62% | 4.78% | 3.88% | 4.00% | 2.74% | 2.99% | 3.76% | 4.04% | 3.28% | 3.55% | 3.88% |
LUBIX Thrivent Income Fund | 4.03% | 4.20% | 4.13% | 3.06% | 3.30% | 4.18% | 5.21% | 3.42% | 3.44% | 2.99% | 3.16% | 3.40% |
Frequently Asked Questions
LUBIX and AAINX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LUBIX has higher volatility (1.05%) compared to AAINX (0.66%). In terms of maximum drawdown, LUBIX dropped -23.52% vs AAINX's -15.72%.
AAINX currently has the higher Sharpe Ratio (1.72 vs 0.59), 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.
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