TSCGX vs. TMAAX
Compare and contrast key facts about Thrivent Small Cap Growth Fund (TSCGX) and Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX).
TSCGX is managed by Thrivent. It was launched on Feb 28, 2018. TMAAX is managed by Thrivent. It was launched on Jun 30, 2005.
Performance
TSCGX vs. TMAAX - Performance Comparison
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TSCGX vs. TMAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TSCGX Thrivent Small Cap Growth Fund | -0.76% | 1.84% | 10.83% | 9.90% | -22.54% | 11.30% | 55.07% | 30.05% | -11.15% |
TMAAX Thrivent Moderately Aggressive Allocation Fund Class A | -2.02% | 15.13% | 19.29% | 17.06% | -17.79% | 15.74% | 14.13% | 21.47% | -6.99% |
Returns By Period
In the year-to-date period, TSCGX achieves a -0.76% return, which is significantly higher than TMAAX's -2.02% return.
TSCGX
- 1D
- 3.81%
- 1M
- -6.98%
- YTD
- -0.76%
- 6M
- -0.46%
- 1Y
- 12.36%
- 3Y*
- 5.35%
- 5Y*
- 0.17%
- 10Y*
- —
TMAAX
- 1D
- 2.28%
- 1M
- -4.78%
- YTD
- -2.02%
- 6M
- 0.21%
- 1Y
- 14.96%
- 3Y*
- 14.37%
- 5Y*
- 7.55%
- 10Y*
- 8.97%
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TSCGX vs. TMAAX - Expense Ratio Comparison
TSCGX has a 1.21% expense ratio, which is lower than TMAAX's 1.33% expense ratio.
Return for Risk
TSCGX vs. TMAAX — Risk / Return Rank
TSCGX
TMAAX
TSCGX vs. TMAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Growth Fund (TSCGX) and Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX). 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.
| TSCGX | TMAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.09 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.61 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.24 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.58 | -0.62 |
Martin ratioReturn relative to average drawdown | 3.43 | 7.30 | -3.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TSCGX | TMAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.09 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.55 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.43 | -0.09 |
Correlation
The correlation between TSCGX and TMAAX is 0.83, 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
TSCGX vs. TMAAX - Dividend Comparison
TSCGX's dividend yield for the trailing twelve months is around 0.87%, less than TMAAX's 7.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSCGX Thrivent Small Cap Growth Fund | 0.87% | 0.87% | 0.00% | 0.00% | 0.00% | 2.39% | 2.20% | 0.50% | 2.27% | 0.00% | 0.00% | 0.00% |
TMAAX Thrivent Moderately Aggressive Allocation Fund Class A | 7.44% | 7.29% | 11.82% | 3.55% | 3.03% | 6.94% | 4.16% | 6.27% | 6.01% | 1.10% | 0.99% | 0.76% |
Drawdowns
TSCGX vs. TMAAX - Drawdown Comparison
The maximum TSCGX drawdown since its inception was -38.84%, smaller than the maximum TMAAX drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for TSCGX and TMAAX.
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Drawdown Indicators
| TSCGX | TMAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.84% | -50.54% | +11.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -9.88% | -3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -38.84% | -26.55% | -12.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.99% | — |
Current DrawdownCurrent decline from peak | -12.54% | -5.44% | -7.10% |
Average DrawdownAverage peak-to-trough decline | -13.28% | -7.41% | -5.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 2.15% | +1.64% |
Volatility
TSCGX vs. TMAAX - Volatility Comparison
Thrivent Small Cap Growth Fund (TSCGX) has a higher volatility of 8.67% compared to Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX) at 4.83%. This indicates that TSCGX's price experiences larger fluctuations and is considered to be riskier than TMAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSCGX | TMAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 4.83% | +3.84% |
Volatility (6M)Calculated over the trailing 6-month period | 14.56% | 7.98% | +6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.29% | 14.13% | +9.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.74% | 13.85% | +9.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.51% | 13.29% | +11.22% |