TSCGX vs. AASCX
TSCGX (Thrivent Small Cap Growth Fund) and AASCX (Thrivent Mid Cap Stock Fund) are both mutual funds - TSCGX is a Small Cap Growth Equities fund managed by Thrivent, while AASCX is a Mid Cap Blend Equities fund managed by Thrivent. Over the past 5 years, TSCGX returned 2.17%/yr vs 7.14%/yr for AASCX. Their correlation of 0.84 means they have usually moved in the same direction. TSCGX charges 1.21%/yr vs 0.98%/yr for AASCX.
Performance
TSCGX vs. AASCX - Performance Comparison
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Returns By Period
In the year-to-date period, TSCGX achieves a 16.10% return, which is significantly lower than AASCX's 17.80% return.
TSCGX
- 1D
- 2.69%
- 1M
- -4.56%
- 6M
- 12.20%
- YTD
- 16.10%
- 1Y
- 21.37%
- 3Y*
- 9.04%
- 5Y*
- 2.17%
- 10Y*
- —
- ALL TIME*
- 10.03%
AASCX
- 1D
- 0.87%
- 1M
- 0.03%
- 6M
- 15.46%
- YTD
- 17.80%
- 1Y
- 23.54%
- 3Y*
- 12.05%
- 5Y*
- 7.14%
- 10Y*
- 10.59%
- ALL TIME*
- 8.06%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TSCGX vs. AASCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TSCGX Thrivent Small Cap Growth Fund | 16.10% | 1.84% | 10.83% | 9.90% | -22.54% | 11.30% | 55.07% | 30.05% | -11.15% |
AASCX Thrivent Mid Cap Stock Fund | 17.80% | 4.43% | 14.60% | 13.65% | -17.85% | 27.70% | 21.68% | 24.51% | -13.10% |
Correlation
The correlation between TSCGX and AASCX is 0.89, 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. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2018 | 0.84 |
The correlation between TSCGX and AASCX has been stable across timeframes, ranging from 0.84 to 0.92 - a consistent structural relationship.
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Return for Risk
TSCGX vs. AASCX — Risk / Return Rank
TSCGX
AASCX
TSCGX vs. AASCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Growth Fund (TSCGX) and Thrivent Mid Cap Stock Fund (AASCX). 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.
| TSCGX | AASCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 2.29 | -0.65 |
| Martin ratioReturn relative to average drawdown | 5.17 | 9.06 | -3.89 |
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Drawdowns
TSCGX vs. AASCX - Drawdown Comparison
The maximum TSCGX drawdown since its inception was -38.84%, smaller than the maximum AASCX drawdown of -56.55%. Use the drawdown chart below to compare losses from any high point for TSCGX and AASCX.
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Drawdown Indicators
| TSCGX | AASCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.84% | -56.55% | +17.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -9.01% | -2.65% |
Max Drawdown (3Y)Largest decline over 3 years | -27.59% | -20.23% | -7.36% |
Max Drawdown (5Y)Largest decline over 5 years | -38.84% | -32.80% | -6.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.67% | — |
Current DrawdownCurrent decline from peak | -6.81% | -0.61% | -6.20% |
Average DrawdownAverage peak-to-trough decline | -12.89% | -10.63% | -2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 2.36% | +1.32% |
Volatility
TSCGX vs. AASCX - Volatility Comparison
Thrivent Small Cap Growth Fund (TSCGX) has a higher volatility of 5.73% compared to Thrivent Mid Cap Stock Fund (AASCX) at 2.80%. This indicates that TSCGX's price experiences larger fluctuations and is considered to be riskier than AASCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSCGX | AASCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 2.80% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 16.08% | 11.32% | +4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.41% | 14.70% | +5.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.95% | 20.81% | +3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.40% | 20.78% | +3.62% |
TSCGX vs. AASCX - Expense Ratio Comparison
TSCGX has a 1.21% expense ratio, which is higher than AASCX's 0.98% expense ratio.
Dividends
TSCGX vs. AASCX - Dividend Comparison
TSCGX's dividend yield for the trailing twelve months is around 0.80%, less than AASCX's 12.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | 12.71% | 14.98% | 9.22% | 1.54% | 3.15% | 12.54% | 3.54% | 2.92% | 12.94% | 0.09% | 0.10% |
TSCGX Thrivent Small Cap Growth Fund | 0.80% | 0.87% | 0.00% | 0.00% | 0.00% | 2.39% | 2.20% | 0.50% | 2.27% | 0.00% | 0.00% |
Frequently Asked Questions
TSCGX and AASCX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TSCGX has higher volatility (5.73%) compared to AASCX (2.80%). In terms of maximum drawdown, TSCGX dropped -38.84% vs AASCX's -56.55%.
AASCX currently has the higher Sharpe Ratio (1.40 vs 0.93), 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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