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Thrivent Balanced Income Plus Fund Class S: (MF: IBBFX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$14.26 USD
+0.01 (0.07%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.61 | 50 |
| 3 months | 5.15 | 76 |
| 6 months | 5.61 | 50 |
| 1 Year | 9.68 | 61 |
| 3 Year | 8.90 | 76 |
| 5 Year | 7.58 | 70 |
| 10 Year | 5.84 | 76 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 67.17 |
| Bear Market (10/07 - 2/09) | -39.10 |
| Bull Market (2/09 - 3/21) | 333.64 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 9.68 |
| 5 Year | 7.57 |
| 10 Year | 5.85 |
| Since Inception | 6.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.43 | 5.15 | NA | NA |
| 2024 | 4.13 | 0.21 | 6.23 | -2.24 |
| 2023 | 4.00 | 2.53 | -2.45 | 7.99 |
| 2022 | -4.45 | -10.09 | -3.67 | 4.25 |
| 2021 | 3.13 | 4.62 | 0.44 | 3.44 |
| 2020 | -17.03 | 13.38 | 5.19 | 10.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.61 | 8.38 | 12.33 | -13.73 | 12.11 | 8.99 | 16.98 | -4.79 | 11.67 | 7.14 | -0.39 |
| % Total Return Rel to Index | -0.59 | -16.64 | -13.90 | 4.47 | -16.57 | -9.40 | -14.50 | -0.40 | -10.11 | -4.78 | -1.78 |
| % Total Return Rel to Peer | -0.10 | -3.25 | -1.62 | 0.02 | -1.07 | -2.28 | -1.77 | 0.77 | -1.47 | 0.79 | 1.93 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 4.00 | 5.00 | 3.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.20 | 0.42 | 0.42 | 0.31 | 0.26 | 0.31 | 0.34 | 0.37 | 0.31 | 0.33 | 0.34 |
| % Yield | 1.34 | 2.84 | 3.02 | 2.39 | 1.65 | 2.13 | 2.47 | 2.92 | 2.20 | 2.56 | 2.62 |
| Capital Gains ($) | 0.00 | 0.25 | 0.00 | 0.00 | 0.79 | 0.00 | 0.00 | 0.78 | 0.16 | 0.00 | 0.62 |
| Expense Ratio | 0.00 | 0.75 | 0.76 | 0.74 | 0.75 | 0.78 | 0.77 | 0.72 | 0.73 | 0.70 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%