TSCSX vs. IJR

The year-to-date returns for both investments are quite close, with TSCSX having a -12.56% return and IJR slightly higher at -12.21%. Over the past 10 years, TSCSX has underperformed IJR with an annualized return of 3.04%, while IJR has yielded a comparatively higher 7.29% annualized return.

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TSCSX has a 0.80% expense ratio, which is higher than IJR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Stock Fund Class S (TSCSX) and iShares Core S&P Small-Cap ETF (IJR). 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.

The current TSCSX Sharpe Ratio is -0.25, which is lower than the IJR Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of TSCSX and IJR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TSCSX's dividend yield for the trailing twelve months is around 0.60%, less than IJR's 2.34% yield.

The maximum TSCSX drawdown since its inception was -62.03%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for TSCSX and IJR. For additional features, visit the drawdowns tool.

Thrivent Small Cap Stock Fund Class S (TSCSX) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 14.68% and 14.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.