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AAAGX vs. AASCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AAAGX vs. AASCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thrivent Large Cap Growth Fund (AAAGX) and Thrivent Mid Cap Stock Fund (AASCX). The values are adjusted to include any dividend payments, if applicable.

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AAAGX vs. AASCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AAAGX
Thrivent Large Cap Growth Fund
-10.59%16.12%39.55%46.09%-34.10%22.05%42.49%31.64%1.43%24.42%
AASCX
Thrivent Mid Cap Stock Fund
0.29%4.43%14.60%13.65%-17.85%27.70%21.68%24.51%-10.73%8.73%

Returns By Period

In the year-to-date period, AAAGX achieves a -10.59% return, which is significantly lower than AASCX's 0.29% return. Over the past 10 years, AAAGX has outperformed AASCX with an annualized return of 15.09%, while AASCX has yielded a comparatively lower 9.85% annualized return.


AAAGX

1D
3.77%
1M
-5.37%
YTD
-10.59%
6M
-9.72%
1Y
14.71%
3Y*
22.78%
5Y*
10.57%
10Y*
15.09%

AASCX

1D
2.82%
1M
-6.45%
YTD
0.29%
6M
1.97%
1Y
8.81%
3Y*
9.13%
5Y*
5.21%
10Y*
9.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AAAGX vs. AASCX - Expense Ratio Comparison

AAAGX has a 1.03% expense ratio, which is higher than AASCX's 0.98% expense ratio.


Return for Risk

AAAGX vs. AASCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAAGX
AAAGX Risk / Return Rank: 2929
Overall Rank
AAAGX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
AAAGX Sortino Ratio Rank: 3030
Sortino Ratio Rank
AAAGX Omega Ratio Rank: 2929
Omega Ratio Rank
AAAGX Calmar Ratio Rank: 3131
Calmar Ratio Rank
AAAGX Martin Ratio Rank: 2828
Martin Ratio Rank

AASCX
AASCX Risk / Return Rank: 1616
Overall Rank
AASCX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
AASCX Sortino Ratio Rank: 1616
Sortino Ratio Rank
AASCX Omega Ratio Rank: 1515
Omega Ratio Rank
AASCX Calmar Ratio Rank: 1616
Calmar Ratio Rank
AASCX Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAAGX vs. AASCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Growth Fund (AAAGX) and Thrivent Mid Cap Stock Fund (AASCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AAAGXAASCXDifference

Sharpe ratio

Return per unit of total volatility

0.68

0.47

+0.21

Sortino ratio

Return per unit of downside risk

1.14

0.79

+0.35

Omega ratio

Gain probability vs. loss probability

1.16

1.11

+0.05

Calmar ratio

Return relative to maximum drawdown

0.93

0.54

+0.39

Martin ratio

Return relative to average drawdown

3.19

2.18

+1.01

AAAGX vs. AASCX - Sharpe Ratio Comparison

The current AAAGX Sharpe Ratio is 0.68, which is higher than the AASCX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of AAAGX and AASCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AAAGXAASCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

0.47

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.25

+0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.70

0.47

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.36

-0.05

Correlation

The correlation between AAAGX and AASCX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AAAGX vs. AASCX - Dividend Comparison

AAAGX's dividend yield for the trailing twelve months is around 4.21%, less than AASCX's 14.93% yield.


TTM2025202420232022202120202019201820172016
AAAGX
Thrivent Large Cap Growth Fund
4.21%3.77%14.46%3.55%9.38%6.93%7.74%5.39%12.26%0.00%0.60%
AASCX
Thrivent Mid Cap Stock Fund
14.93%14.98%9.22%1.54%3.15%12.54%3.54%2.92%12.94%0.09%0.10%

Drawdowns

AAAGX vs. AASCX - Drawdown Comparison

The maximum AAAGX drawdown since its inception was -64.98%, which is greater than AASCX's maximum drawdown of -56.55%. Use the drawdown chart below to compare losses from any high point for AAAGX and AASCX.


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Drawdown Indicators


AAAGXAASCXDifference

Max Drawdown

Largest peak-to-trough decline

-64.98%

-56.55%

-8.43%

Max Drawdown (1Y)

Largest decline over 1 year

-16.76%

-13.29%

-3.47%

Max Drawdown (5Y)

Largest decline over 5 years

-40.41%

-32.80%

-7.61%

Max Drawdown (10Y)

Largest decline over 10 years

-40.41%

-40.67%

+0.26%

Current Drawdown

Current decline from peak

-13.61%

-6.45%

-7.16%

Average Drawdown

Average peak-to-trough decline

-24.01%

-10.74%

-13.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.90%

3.32%

+1.58%

Volatility

AAAGX vs. AASCX - Volatility Comparison

Thrivent Large Cap Growth Fund (AAAGX) has a higher volatility of 7.01% compared to Thrivent Mid Cap Stock Fund (AASCX) at 6.28%. This indicates that AAAGX's price experiences larger fluctuations and is considered to be riskier than AASCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AAAGXAASCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.01%

6.28%

+0.73%

Volatility (6M)

Calculated over the trailing 6-month period

12.73%

11.09%

+1.64%

Volatility (1Y)

Calculated over the trailing 1-year period

23.01%

19.22%

+3.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.79%

20.82%

+1.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.65%

20.83%

+0.82%