Thrivent Mutual Fund Manager Performance Evaluation

AAAGX
 Fund
  

USD 13.81  0.29  2.06%   

The entity has a beta of 0.0793, which indicates not very significant fluctuations relative to the market. Let's try to break down what Thrivent's beta means in this case. As returns on the market increase, Thrivent Large returns are expected to increase less than the market. However, during the bear market, the loss on holding Thrivent Large will be expected to be smaller as well. Although it is important to respect Thrivent Large Cap current price movements, it is better to be realistic regarding the information on the equity's historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By inspecting Thrivent Large Cap technical indicators, you can presently evaluate if the expected return of 0.23% will be sustainable into the future.
  
Thrivent Performance
8 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Thrivent Large Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Thrivent Large showed solid returns over the last few months and may actually be approaching a breakup point.
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Thrivent Price Channel

Fifty Two Week Low11.54
Fifty Two Week High19.37

Thrivent Large Relative Risk vs. Return Landscape

If you would invest  1,240  in Thrivent Large Cap on May 21, 2022 and sell it today you would earn a total of  169.00  from holding Thrivent Large Cap or generate 13.63% return on investment over 90 days. Thrivent Large Cap is currently producing 0.2296% returns and takes up 2.013% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than Thrivent, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Thrivent Large is expected to generate 1.75 times more return on investment than the market. However, the company is 1.75 times more volatile than its market benchmark. It trades about 0.11 of its potential returns per unit of risk. The DOW is currently generating roughly 0.08 per unit of risk.

Thrivent Large Current Valuation

Fairly Valued
Today 13.81
Please note that Thrivent Large's price fluctuation is not too volatile at this time.
Thrivent Large Cap has a current Real Value of $13.59 per share. The regular price of the fund is $13.81. At this time, the fund appears to be fairly valued. We determine the value of Thrivent Large Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Thrivent Large Cap is useful when determining the fair value of the Thrivent mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Thrivent Large. Since Thrivent Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thrivent Mutual Fund. However, Thrivent Large's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
13.59
Real Value
15.60
Upside
Estimating the potential upside or downside of Thrivent Large Cap helps investors to forecast how Thrivent mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Thrivent Large more accurately as focusing exclusively on Thrivent Large's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.4713.5414.62
Details
Hype
Prediction
LowEstimated ValueHigh
11.8013.8115.82
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.370.400.42
Details

Thrivent Large Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Thrivent Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thrivent Large Cap, and traders can use it to determine the average amount a Thrivent Large's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1141

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Estimated Market Risk
 2.01
  actual daily
 
 17 %
of total potential
 
1717
Expected Return
 0.23
  actual daily
 
 4 %
of total potential
 
44
Risk-Adjusted Return
 0.11
  actual daily
 
 8 %
of total potential
 
88
Based on monthly moving average Thrivent Large is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Thrivent Large by adding it to a well-diversified portfolio.

About Thrivent Large Performance

To evaluate Thrivent Large Cap Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Thrivent Large generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Thrivent Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Thrivent Large Cap market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Thrivent's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equity securities of large companies. Thrivent Large is traded on NASDAQ Exchange in the United States.

Things to note about Thrivent Large Cap

Checking the ongoing alerts about Thrivent Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thrivent Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Thrivent Large Alerts

Equity Alerts and Improvement Suggestions

The fund holds 96.49% of its assets under management (AUM) in equities
Please continue to Trending Equities. Note that the Thrivent Large Cap information on this page should be used as a complementary analysis to other Thrivent Large's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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When running Thrivent Large Cap price analysis, check to measure Thrivent Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Thrivent Large is operating at the current time. Most of Thrivent Large's value examination focuses on studying past and present price action to predict the probability of Thrivent Large's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Thrivent Large's price. Additionally, you may evaluate how the addition of Thrivent Large to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Thrivent Large's value and its price as these two are different measures arrived at by different means. Investors typically determine Thrivent Large value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Thrivent Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.