LUBIX vs. SRINX
LUBIX (Thrivent Income Fund) and SRINX (Columbia Corporate Income Fund) are both Corporate Bonds funds. Over the past 10 years, LUBIX returned 2.29%/yr vs 2.61%/yr for SRINX. Their correlation of 0.85 means they have usually moved in the same direction. LUBIX charges 0.74%/yr vs 0.62%/yr for SRINX.
Performance
LUBIX vs. SRINX - 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 SRINX's -0.87% return. Over the past 10 years, LUBIX has underperformed SRINX with an annualized return of 2.29%, while SRINX has yielded a comparatively higher 2.61% 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%
SRINX
- 1D
- 0.11%
- 1M
- -1.64%
- 6M
- -1.15%
- YTD
- -0.87%
- 1Y
- 1.58%
- 3Y*
- 4.23%
- 5Y*
- -0.17%
- 10Y*
- 2.61%
- ALL TIME*
- 5.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
LUBIX Thrivent Income Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
LUBIX vs. SRINX - 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% |
SRINX Columbia Corporate Income Fund | -0.87% | 7.34% | 2.05% | 9.17% | -15.52% | -0.69% | 11.38% | 15.28% | -3.50% | 5.95% |
Correlation
The correlation between LUBIX and SRINX is 0.90, 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. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1987 | 0.85 |
The correlation between LUBIX and SRINX shifts across timeframes, from 0.85 (all time) to 0.95 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
LUBIX vs. SRINX — Risk / Return Rank
LUBIX
SRINX
LUBIX vs. SRINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Income Fund (LUBIX) and Columbia Corporate Income Fund (SRINX). 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 | SRINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.12 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.75 | 0.90 | -0.14 |
| Martin ratioReturn relative to average drawdown | 2.14 | 2.81 | -0.66 |
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Drawdowns
LUBIX vs. SRINX - Drawdown Comparison
The maximum LUBIX drawdown since its inception was -23.52%, which is greater than SRINX's maximum drawdown of -21.63%. Use the drawdown chart below to compare losses from any high point for LUBIX and SRINX.
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Drawdown Indicators
| LUBIX | SRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.52% | -21.63% | -1.89% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -3.00% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -5.59% | -5.30% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -22.12% | -21.63% | -0.49% |
Max Drawdown (10Y)Largest decline over 10 years | -22.12% | -21.63% | -0.49% |
Current DrawdownCurrent decline from peak | -2.48% | -2.23% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -3.78% | -2.84% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 0.95% | +0.18% |
Volatility
LUBIX vs. SRINX - Volatility Comparison
Thrivent Income Fund (LUBIX) has a higher volatility of 1.05% compared to Columbia Corporate Income Fund (SRINX) at 0.95%. This indicates that LUBIX's price experiences larger fluctuations and is considered to be riskier than SRINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUBIX | SRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 0.95% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 3.23% | 3.14% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 3.96% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.40% | 6.41% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.64% | 5.82% | -0.18% |
LUBIX vs. SRINX - Expense Ratio Comparison
LUBIX has a 0.74% expense ratio, which is higher than SRINX's 0.62% expense ratio.
Dividends
LUBIX vs. SRINX - Dividend Comparison
LUBIX's dividend yield for the trailing twelve months is around 4.03%, less than SRINX's 4.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SRINX Columbia Corporate Income Fund | 4.32% | 4.53% | 3.70% | 3.63% | 3.10% | 4.32% | 6.71% | 3.10% | 3.23% | 2.69% | 3.02% | 3.38% |
Frequently Asked Questions
With a correlation of 0.90, LUBIX and SRINX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
LUBIX has higher volatility (1.05%) compared to SRINX (0.95%). In terms of maximum drawdown, LUBIX dropped -23.52% vs SRINX's -21.63%.
SRINX currently has the higher Sharpe Ratio (0.68 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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