PortfoliosLab logoPortfoliosLab logo
AAAGX vs. ANFFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AAAGX vs. ANFFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thrivent Large Cap Growth Fund (AAAGX) and American Funds The New Economy Fund Class F-1 (ANFFX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

AAAGX vs. ANFFX - 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%
ANFFX
American Funds The New Economy Fund Class F-1
-5.56%30.96%23.52%29.10%-29.69%11.98%33.43%26.38%-4.41%34.27%

Returns By Period

In the year-to-date period, AAAGX achieves a -10.59% return, which is significantly lower than ANFFX's -5.56% return. Over the past 10 years, AAAGX has outperformed ANFFX with an annualized return of 15.09%, while ANFFX has yielded a comparatively lower 13.45% 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%

ANFFX

1D
3.22%
1M
-8.17%
YTD
-5.56%
6M
1.11%
1Y
30.60%
3Y*
21.49%
5Y*
8.66%
10Y*
13.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AAAGX vs. ANFFX - Expense Ratio Comparison

AAAGX has a 1.03% expense ratio, which is higher than ANFFX's 0.78% expense ratio.


Return for Risk

AAAGX vs. ANFFX — 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

ANFFX
ANFFX Risk / Return Rank: 7979
Overall Rank
ANFFX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
ANFFX Sortino Ratio Rank: 7878
Sortino Ratio Rank
ANFFX Omega Ratio Rank: 7272
Omega Ratio Rank
ANFFX Calmar Ratio Rank: 8383
Calmar Ratio Rank
ANFFX Martin Ratio Rank: 8585
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. ANFFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Growth Fund (AAAGX) and American Funds The New Economy Fund Class F-1 (ANFFX). 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.


AAAGXANFFXDifference

Sharpe ratio

Return per unit of total volatility

0.68

1.51

-0.84

Sortino ratio

Return per unit of downside risk

1.14

2.16

-1.02

Omega ratio

Gain probability vs. loss probability

1.16

1.30

-0.14

Calmar ratio

Return relative to maximum drawdown

0.93

2.30

-1.37

Martin ratio

Return relative to average drawdown

3.19

9.72

-6.53

AAAGX vs. ANFFX - Sharpe Ratio Comparison

The current AAAGX Sharpe Ratio is 0.68, which is lower than the ANFFX Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of AAAGX and ANFFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


AAAGXANFFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

1.51

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.45

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.70

0.71

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.48

-0.17

Correlation

The correlation between AAAGX and ANFFX is 0.92, 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. ANFFX - Dividend Comparison

AAAGX's dividend yield for the trailing twelve months is around 4.21%, less than ANFFX's 10.48% yield.


TTM20252024202320222021202020192018201720162015
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%0.00%
ANFFX
American Funds The New Economy Fund Class F-1
10.48%9.90%9.56%3.89%0.00%7.53%2.45%7.26%9.84%8.19%2.13%6.07%

Drawdowns

AAAGX vs. ANFFX - Drawdown Comparison

The maximum AAAGX drawdown since its inception was -64.98%, which is greater than ANFFX's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for AAAGX and ANFFX.


Loading graphics...

Drawdown Indicators


AAAGXANFFXDifference

Max Drawdown

Largest peak-to-trough decline

-64.98%

-55.37%

-9.61%

Max Drawdown (1Y)

Largest decline over 1 year

-16.76%

-13.36%

-3.40%

Max Drawdown (5Y)

Largest decline over 5 years

-40.41%

-37.10%

-3.31%

Max Drawdown (10Y)

Largest decline over 10 years

-40.41%

-37.10%

-3.31%

Current Drawdown

Current decline from peak

-13.61%

-10.56%

-3.05%

Average Drawdown

Average peak-to-trough decline

-24.01%

-11.43%

-12.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.90%

3.16%

+1.74%

Volatility

AAAGX vs. ANFFX - Volatility Comparison

The current volatility for Thrivent Large Cap Growth Fund (AAAGX) is 7.01%, while American Funds The New Economy Fund Class F-1 (ANFFX) has a volatility of 7.51%. This indicates that AAAGX experiences smaller price fluctuations and is considered to be less risky than ANFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


AAAGXANFFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.01%

7.51%

-0.50%

Volatility (6M)

Calculated over the trailing 6-month period

12.73%

13.55%

-0.82%

Volatility (1Y)

Calculated over the trailing 1-year period

23.01%

20.86%

+2.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.79%

19.21%

+3.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.65%

18.99%

+2.66%