Thrivent Balanced Income Fund Market Value
| IBBFX Fund | USD 14.62 0.14 0.97% |
| Symbol | Thrivent |
Thrivent Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Thrivent Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Thrivent Balanced.
| 11/10/2025 |
| 02/08/2026 |
If you would invest 0.00 in Thrivent Balanced on November 10, 2025 and sell it all today you would earn a total of 0.00 from holding Thrivent Balanced Income or generate 0.0% return on investment in Thrivent Balanced over 90 days. Thrivent Balanced is related to or competes with Tiaa Cref, Ab Municipal, The Hartford, and Asg Managed. Under normal circumstances, the fund invests 25-65 percent in equity securities and 35-75 percent in debt securities More
Thrivent Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Thrivent Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Thrivent Balanced Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3998 | |||
| Information Ratio | 0.0344 | |||
| Maximum Drawdown | 5.64 | |||
| Value At Risk | (0.60) | |||
| Potential Upside | 0.6672 |
Thrivent Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thrivent Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Thrivent Balanced's standard deviation. In reality, there are many statistical measures that can use Thrivent Balanced historical prices to predict the future Thrivent Balanced's volatility.| Risk Adjusted Performance | 0.1324 | |||
| Jensen Alpha | 0.0632 | |||
| Total Risk Alpha | 0.036 | |||
| Sortino Ratio | 0.0583 | |||
| Treynor Ratio | 0.2063 |
Thrivent Balanced February 8, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1324 | |||
| Market Risk Adjusted Performance | 0.2163 | |||
| Mean Deviation | 0.3514 | |||
| Downside Deviation | 0.3998 | |||
| Coefficient Of Variation | 599.92 | |||
| Standard Deviation | 0.6777 | |||
| Variance | 0.4593 | |||
| Information Ratio | 0.0344 | |||
| Jensen Alpha | 0.0632 | |||
| Total Risk Alpha | 0.036 | |||
| Sortino Ratio | 0.0583 | |||
| Treynor Ratio | 0.2063 | |||
| Maximum Drawdown | 5.64 | |||
| Value At Risk | (0.60) | |||
| Potential Upside | 0.6672 | |||
| Downside Variance | 0.1598 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.45) | |||
| Skewness | 4.71 | |||
| Kurtosis | 31.85 |
Thrivent Balanced Income Backtested Returns
At this stage we consider Thrivent Mutual Fund to be very steady. Thrivent Balanced Income owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.18, which indicates the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Thrivent Balanced Income, which you can use to evaluate the volatility of the fund. Please validate Thrivent Balanced's Standard Deviation of 0.6777, risk adjusted performance of 0.1324, and Downside Deviation of 0.3998 to confirm if the risk estimate we provide is consistent with the expected return of 0.12%. The entity has a beta of 0.5, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Thrivent Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Thrivent Balanced is expected to be smaller as well.
Auto-correlation | 0.64 |
Good predictability
Thrivent Balanced Income has good predictability. Overlapping area represents the amount of predictability between Thrivent Balanced time series from 10th of November 2025 to 25th of December 2025 and 25th of December 2025 to 8th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Thrivent Balanced Income price movement. The serial correlation of 0.64 indicates that roughly 64.0% of current Thrivent Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.64 | |
| Spearman Rank Test | 0.79 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Thrivent Mutual Fund
Thrivent Balanced financial ratios help investors to determine whether Thrivent Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thrivent with respect to the benefits of owning Thrivent Balanced security.
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