Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBBFX (THRIVENT BALANCED INCOME PLUS FUND CLASS S) | 3.63% | 12.89% | 10.55% | 3.91% | 6.15% | 6.48% | 6.20% | … | … |
Data as of 06/09/2026, Common starting date is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBBFX (THRIVENT BALANCED INCOME PLUS FUND CLASS S) | 03/30/1998 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 12.89 | 10.55 | 3.91 | 6.15 | 6.48 | 6.20 | … | … | 3.63 | 6.91 | 5.49 | 12.34 | -13.74 | 6.32 | 9.00 | 16.99 | -4.81 | 11.68 | 7.15 | -0.43 | 5.95 | 20.28 | 13.06 | -1.60 | 16.07 | 30.53 | -30.04 | 7.96 | 9.19 | 6.25 | 6.17 | 14.94 | -11.07 | -2.56 | 3.61 | 11.56 | 10.13 |
| Sharpe Ratio | NA | 1.60 | 1.07 | 0.16 | 0.49 | NA | NA | … | … | 0.70 | 0.48 | -0.17 | 1.22 | -1.35 | 0.71 | 0.47 | 2.52 | -0.80 | 3.22 | 0.92 | -0.06 | 0.92 | 2.64 | 1.38 | -0.10 | 1.20 | 1.52 | -1.13 | 0.47 | 0.77 | 0.54 | 0.76 | 1.47 | -0.86 | -0.50 | -0.05 | 0.84 | 0.85 |
| Standard Deviation(%) | NA | 6.41 | 6.88 | 8.22 | 9.22 | NA | NA | … | … | 7.85 | 8.53 | 6.43 | 6.69 | 11.21 | 8.83 | 18.74 | 6.19 | 7.63 | 3.45 | 7.57 | 7.70 | 6.44 | 7.67 | 9.50 | 17.11 | 13.28 | 20.05 | 27.25 | 10.64 | 7.71 | 7.57 | 6.89 | 9.68 | 14.18 | 9.98 | 9.98 | 9.90 | 12.02 |
| Draw Down(%) | NA | 5.15 | 7.33 | 22.22 | 27.38 | NA | NA | … | … | 5.15 | 7.08 | 5.32 | 6.88 | 17.74 | 7.49 | 27.38 | 3.70 | 10.89 | 1.38 | 6.70 | 7.56 | 4.63 | 5.24 | 8.13 | 17.00 | 11.34 | 18.61 | 39.55 | 6.51 | 6.55 | 5.76 | 7.20 | 6.80 | 18.21 | 13.99 | 5.13 | 6.51 | 11.38 |
| Yield(%) | 0.00 | 6.95 | 5.45 | 3.63 | 4.34 | 5.36 | 5.28 | … | … | 0.00 | 7.86 | 5.06 | 3.48 | 2.14 | 1.94 | 2.40 | 2.99 | 8.70 | 3.83 | 2.86 | 7.49 | 7.06 | 13.38 | 7.40 | 4.13 | 1.92 | 2.21 | 2.28 | 9.06 | 7.15 | 4.79 | 2.80 | 1.80 | 2.17 | 2.80 | 3.43 | 2.88 | 1.72 |
Data as of 06/09/2026, Common starting date is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBBFX (THRIVENT BALANCED INCOME PLUS FUND CLASS S) |
-10.29%
Feb 2006 – Feb 2009 |
-4.04%
Feb 2004 – Feb 2009 |
-0.54%
Feb 1999 – Feb 2009 |
4.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBBFX (THRIVENT BALANCED INCOME PLUS FUND CLASS S) |
21.94%
Feb 2009 – Feb 2012 |
18.17%
Feb 2009 – Feb 2014 |
11.34%
Feb 2009 – Feb 2019 |
8.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart