LUBIX vs. VLTCX
Compare and contrast key facts about Thrivent Income Fund (LUBIX) and Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX).
LUBIX is managed by Thrivent. It was launched on Jun 1, 1972. VLTCX is managed by Vanguard. It was launched on Jan 19, 2010.
Performance
LUBIX vs. VLTCX - Performance Comparison
Loading graphics...
LUBIX vs. VLTCX - 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% |
VLTCX Vanguard Long-Term Corporate Bond Index Fund Admiral Shares | -0.92% | 7.27% | -1.47% | 11.05% | -25.77% | -1.16% | 13.68% | 23.19% | -6.85% | 12.40% |
Returns By Period
The year-to-date returns for both investments are quite close, with LUBIX having a -0.95% return and VLTCX slightly higher at -0.92%. Over the past 10 years, LUBIX has outperformed VLTCX with an annualized return of 2.79%, while VLTCX has yielded a comparatively lower 2.57% 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%
VLTCX
- 1D
- 0.55%
- 1M
- -2.53%
- YTD
- -0.92%
- 6M
- -1.67%
- 1Y
- 3.25%
- 3Y*
- 3.20%
- 5Y*
- -1.61%
- 10Y*
- 2.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LUBIX vs. VLTCX - Expense Ratio Comparison
LUBIX has a 0.74% expense ratio, which is higher than VLTCX's 0.07% expense ratio.
Return for Risk
LUBIX vs. VLTCX — Risk / Return Rank
LUBIX
VLTCX
LUBIX vs. VLTCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Income Fund (LUBIX) and Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX). 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 | VLTCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.42 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.62 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.08 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 0.80 | +0.64 |
Martin ratioReturn relative to average drawdown | 4.73 | 1.87 | +2.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LUBIX | VLTCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.42 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | -0.14 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.24 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.44 | +0.21 |
Correlation
The correlation between LUBIX and VLTCX is 0.87, 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
LUBIX vs. VLTCX - Dividend Comparison
LUBIX's dividend yield for the trailing twelve months is around 3.92%, less than VLTCX's 5.13% 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% |
VLTCX Vanguard Long-Term Corporate Bond Index Fund Admiral Shares | 5.13% | 5.48% | 5.58% | 4.65% | 4.41% | 3.03% | 3.15% | 3.82% | 4.56% | 4.01% | 4.37% | 4.71% |
Drawdowns
LUBIX vs. VLTCX - Drawdown Comparison
The maximum LUBIX drawdown since its inception was -23.52%, smaller than the maximum VLTCX drawdown of -34.56%. Use the drawdown chart below to compare losses from any high point for LUBIX and VLTCX.
Loading graphics...
Drawdown Indicators
| LUBIX | VLTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.52% | -34.56% | +11.04% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -5.29% | +2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -22.12% | -34.56% | +12.44% |
Max Drawdown (10Y)Largest decline over 10 years | -22.12% | -34.56% | +12.44% |
Current DrawdownCurrent decline from peak | -2.39% | -15.61% | +13.22% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -7.97% | +4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 2.28% | -1.30% |
Volatility
LUBIX vs. VLTCX - Volatility Comparison
The current volatility for Thrivent Income Fund (LUBIX) is 1.80%, while Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX) has a volatility of 3.50%. This indicates that LUBIX experiences smaller price fluctuations and is considered to be less risky than VLTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LUBIX | VLTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.80% | 3.50% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 5.27% | -2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.59% | 8.94% | -4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 11.87% | -5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.62% | 10.60% | -4.98% |