AAAGX vs. BRK-B
Compare and contrast key facts about Thrivent Large Cap Growth Fund (AAAGX) and Berkshire Hathaway Inc. (BRK-B).
AAAGX is managed by Thrivent. It was launched on Oct 29, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAAGX or BRK-B.
Key characteristics
| AAAGX | BRK-B | |
|---|---|---|
| YTD Return | 11.32% | 13.53% |
| 1Y Return | 35.56% | 25.02% |
| 3Y Return (Ann) | 5.91% | 11.70% |
| 5Y Return (Ann) | 14.85% | 14.15% |
| 10Y Return (Ann) | 12.84% | 12.29% |
| Sharpe Ratio | 2.48 | 2.19 |
| Daily Std Dev | 15.37% | 12.11% |
| Max Drawdown | -70.76% | -53.86% |
| Current Drawdown | -1.89% | -3.71% |
Correlation
The correlation between AAAGX and BRK-B is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AAAGX vs. BRK-B - Performance Comparison
In the year-to-date period, AAAGX achieves a 11.32% return, which is significantly lower than BRK-B's 13.53% return. Both investments have delivered pretty close results over the past 10 years, with AAAGX having a 12.84% annualized return and BRK-B not far behind at 12.29%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AAAGX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Growth Fund (AAAGX) and Berkshire Hathaway Inc. (BRK-B). 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.
Dividends
AAAGX vs. BRK-B - Dividend Comparison
AAAGX's dividend yield for the trailing twelve months is around 3.19%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAGX Thrivent Large Cap Growth Fund | 3.19% | 3.55% | 9.38% | 6.93% | 7.74% | 5.39% | 12.26% | 0.00% | 0.60% | 0.00% | 1.69% | 0.05% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AAAGX vs. BRK-B - Drawdown Comparison
The maximum AAAGX drawdown since its inception was -70.76%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AAAGX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
AAAGX vs. BRK-B - Volatility Comparison
Thrivent Large Cap Growth Fund (AAAGX) has a higher volatility of 5.39% compared to Berkshire Hathaway Inc. (BRK-B) at 3.38%. This indicates that AAAGX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.