TAAAX vs. AALGX
TAAAX (Thrivent Aggressive Allocation Fund) and AALGX (Thrivent Global Stock Fund) are both mutual funds - TAAAX is a Diversified Portfolio fund managed by Thrivent, while AALGX is a Global Equities fund managed by Thrivent. Over the past 10 years, TAAAX returned 12.11%/yr vs 11.99%/yr for AALGX. With a 0.98 correlation, they move nearly in lockstep. TAAAX charges 0.93%/yr vs 0.97%/yr for AALGX.
Performance
TAAAX vs. AALGX - Performance Comparison
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Returns By Period
In the year-to-date period, TAAAX achieves a 10.45% return, which is significantly lower than AALGX's 11.17% return. Both investments have delivered pretty close results over the past 10 years, with TAAAX having a 12.11% annualized return and AALGX not far behind at 11.99%.
TAAAX
- 1D
- -0.18%
- 1M
- 1.71%
- YTD
- 10.45%
- 6M
- 9.41%
- 1Y
- 23.88%
- 3Y*
- 19.76%
- 5Y*
- 10.32%
- 10Y*
- 12.11%
AALGX
- 1D
- -0.16%
- 1M
- 1.56%
- YTD
- 11.17%
- 6M
- 10.37%
- 1Y
- 25.82%
- 3Y*
- 23.49%
- 5Y*
- 12.36%
- 10Y*
- 11.99%
TAAAX vs. AALGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAAAX Thrivent Aggressive Allocation Fund | 10.45% | 15.18% | 23.46% | 18.79% | -18.19% | 19.56% | 16.42% | 24.52% | -6.90% | 14.30% |
AALGX Thrivent Global Stock Fund | 11.17% | 20.49% | 27.79% | 21.71% | -19.38% | 20.37% | 14.46% | 22.71% | -8.75% | 10.85% |
Correlation
The correlation between TAAAX and AALGX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2006 | 0.98 |
The correlation between TAAAX and AALGX has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.
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Return for Risk
TAAAX vs. AALGX — Risk / Return Rank
TAAAX
AALGX
TAAAX vs. AALGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Aggressive Allocation Fund (TAAAX) and Thrivent Global Stock Fund (AALGX). 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.
| TAAAX | AALGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.38 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.91 | 2.96 | -0.06 |
| Martin ratioReturn relative to average drawdown | 12.66 | 12.82 | -0.16 |
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Drawdowns
TAAAX vs. AALGX - Drawdown Comparison
The maximum TAAAX drawdown since its inception was -56.23%, roughly equal to the maximum AALGX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for TAAAX and AALGX.
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Drawdown Indicators
| TAAAX | AALGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.23% | -55.28% | -0.95% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -9.10% | +0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -17.38% | -16.65% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -29.84% | -34.65% | +4.81% |
Max Drawdown (10Y)Largest decline over 10 years | -33.33% | -35.32% | +1.99% |
Current DrawdownCurrent decline from peak | -0.45% | -0.37% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -9.74% | -10.49% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 2.10% | -0.12% |
Volatility
TAAAX vs. AALGX - Volatility Comparison
The current volatility for Thrivent Aggressive Allocation Fund (TAAAX) is 4.53%, while Thrivent Global Stock Fund (AALGX) has a volatility of 4.78%. This indicates that TAAAX experiences smaller price fluctuations and is considered to be less risky than AALGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAAAX | AALGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 4.78% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 10.53% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.34% | 12.92% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 18.77% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 18.36% | -1.58% |
TAAAX vs. AALGX - Expense Ratio Comparison
TAAAX has a 0.93% expense ratio, which is lower than AALGX's 0.97% expense ratio.
Dividends
TAAAX vs. AALGX - Dividend Comparison
TAAAX's dividend yield for the trailing twelve months is around 6.92%, less than AALGX's 9.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AALGX Thrivent Global Stock Fund | 9.94% | 11.05% | 23.12% | 5.51% | 3.21% | 14.40% | 3.01% | 12.68% | 9.82% | 1.00% | 1.15% | 0.00% |
TAAAX Thrivent Aggressive Allocation Fund | 6.92% | 7.64% | 15.10% | 3.64% | 2.40% | 10.30% | 3.01% | 6.32% | 9.31% | 0.39% | 0.52% | 0.28% |
Frequently Asked Questions
With a correlation of 0.99, TAAAX and AALGX 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.
AALGX has higher volatility (4.78%) compared to TAAAX (4.53%). In terms of maximum drawdown, TAAAX dropped -56.23% vs AALGX's -55.28%.
AALGX currently has the higher Sharpe Ratio (2.09 vs 2.04), 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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