Thrivent Balanced Income Fund Manager Performance Evaluation
| AABFX Fund | USD 14.63 0.01 0.07% |
The entity has a beta of 0.56, 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.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Thrivent Balanced Income are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Thrivent Balanced may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.9900 |
Thrivent |
Thrivent Balanced Relative Risk vs. Return Landscape
If you would invest 1,363 in Thrivent Balanced Income on October 31, 2025 and sell it today you would earn a total of 100.00 from holding Thrivent Balanced Income or generate 7.34% return on investment over 90 days. Thrivent Balanced Income is currently producing 0.1185% returns and takes up 0.7067% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Thrivent, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Thrivent Balanced Current Valuation
Undervalued
Today
Please note that Thrivent Balanced's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Thrivent Balanced Income current Real Value cannot be determined due to lack of data. The regular price of Thrivent Balanced Income is $14.63. We determine the value of Thrivent Balanced Income 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.
Since Thrivent Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thrivent Mutual Fund. However, Thrivent Balanced'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. | Historical | Market 14.63 | Real 0.0 | Hype 0.0 | Naive 14.82 |
The intrinsic value of Thrivent Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Thrivent Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Thrivent Balanced Income 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 Balanced more accurately as focusing exclusively on Thrivent Balanced's fundamentals will not take into account other important factors: Thrivent Balanced Target Price Odds to finish over Current Price
The tendency of Thrivent Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.63 | 90 days | 14.63 | about 9.76 |
Based on a normal probability distribution, the odds of Thrivent Balanced to move above the current price in 90 days from now is about 9.76 (This Thrivent Balanced Income probability density function shows the probability of Thrivent Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Thrivent Balanced has a beta of 0.56. This suggests as returns on the market go up, Thrivent Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Thrivent Balanced Income will be expected to be much smaller as well. Additionally Thrivent Balanced Income has an alpha of 0.0798, implying that it can generate a 0.0798 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Thrivent Balanced Price Density |
| Price |
Predictive Modules for Thrivent Balanced
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Thrivent Balanced Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Thrivent Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Thrivent Balanced is not an exception. The market had few large corrections towards the Thrivent Balanced's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Thrivent Balanced Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Thrivent Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.56 | |
σ | Overall volatility | 0.44 | |
Ir | Information ratio | 0.08 |
Thrivent Balanced Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Thrivent Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Thrivent Balanced Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 11.02% of its assets under management (AUM) in cash |
Thrivent Balanced Fundamentals Growth
Thrivent Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thrivent Balanced, and Thrivent Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Thrivent Mutual Fund performance.
| Price To Earning | 18.64 X | |||
| Price To Book | 1.88 X | |||
| Price To Sales | 1.56 X | |||
| Total Asset | 237.47 M | |||
About Thrivent Balanced Performance
Evaluating Thrivent Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thrivent Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Thrivent Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests 25-65 percent in equity securities and 35-75 percent in debt securities. Thrivent Balanced is traded on NASDAQ Exchange in the United States.Things to note about Thrivent Balanced Income performance evaluation
Checking the ongoing alerts about Thrivent Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thrivent Balanced Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 11.02% of its assets under management (AUM) in cash |
- Analyzing Thrivent Balanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Thrivent Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Thrivent Balanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Thrivent Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thrivent Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thrivent Balanced's mutual fund. These opinions can provide insight into Thrivent Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |