AAAGX vs. LUBIX
AAAGX (Thrivent Large Cap Growth Fund) and LUBIX (Thrivent Income Fund) are both mutual funds - AAAGX is a Large Cap Growth Equities fund managed by Thrivent, while LUBIX is a Corporate Bonds fund managed by Thrivent. Over the past 10 years, AAAGX returned 17.26%/yr vs 2.69%/yr for LUBIX. At a correlation of -0.08, they often move in opposite directions. AAAGX charges 1.03%/yr vs 0.74%/yr for LUBIX.
Performance
AAAGX vs. LUBIX - Performance Comparison
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Returns By Period
In the year-to-date period, AAAGX achieves a 1.18% return, which is significantly higher than LUBIX's 0.64% return. Over the past 10 years, AAAGX has outperformed LUBIX with an annualized return of 17.26%, while LUBIX has yielded a comparatively lower 2.69% annualized return.
AAAGX
- 1D
- -0.05%
- 1M
- -3.34%
- YTD
- 1.18%
- 6M
- -0.34%
- 1Y
- 14.10%
- 3Y*
- 23.25%
- 5Y*
- 11.29%
- 10Y*
- 17.26%
LUBIX
- 1D
- 0.43%
- 1M
- 0.78%
- YTD
- 0.64%
- 6M
- 0.82%
- 1Y
- 4.68%
- 3Y*
- 5.24%
- 5Y*
- 0.39%
- 10Y*
- 2.69%
AAAGX vs. LUBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAAGX Thrivent Large Cap Growth Fund | 1.18% | 16.12% | 39.55% | 46.09% | -34.10% | 22.05% | 42.49% | 31.64% | 1.43% | 24.42% |
LUBIX Thrivent Income Fund | 0.64% | 7.57% | 2.93% | 8.11% | -16.07% | -0.76% | 11.61% | 13.20% | -2.60% | 5.69% |
Correlation
The correlation between AAAGX and LUBIX is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 1999 | -0.08 |
The correlation between AAAGX and LUBIX shifts across timeframes, from -0.08 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AAAGX vs. LUBIX — Risk / Return Rank
AAAGX
LUBIX
AAAGX vs. LUBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Growth Fund (AAAGX) and Thrivent Income Fund (LUBIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAAGX | LUBIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.50 | -0.63 |
| Martin ratioReturn relative to average drawdown | 2.86 | 4.78 | -1.91 |
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Drawdowns
AAAGX vs. LUBIX - Drawdown Comparison
The maximum AAAGX drawdown since its inception was -64.98%, which is greater than LUBIX's maximum drawdown of -23.52%. Use the drawdown chart below to compare losses from any high point for AAAGX and LUBIX.
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Drawdown Indicators
| AAAGX | LUBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.98% | -23.52% | -41.46% |
Max Drawdown (1Y)Largest decline over 1 year | -16.76% | -3.22% | -13.54% |
Max Drawdown (3Y)Largest decline over 3 years | -23.44% | -6.35% | -17.09% |
Max Drawdown (5Y)Largest decline over 5 years | -40.41% | -22.12% | -18.29% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -22.12% | -18.29% |
Current DrawdownCurrent decline from peak | -4.95% | -0.81% | -4.14% |
Average DrawdownAverage peak-to-trough decline | -23.82% | -3.78% | -20.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 1.01% | +4.08% |
Volatility
AAAGX vs. LUBIX - Volatility Comparison
Thrivent Large Cap Growth Fund (AAAGX) has a higher volatility of 6.83% compared to Thrivent Income Fund (LUBIX) at 1.26%. This indicates that AAAGX's price experiences larger fluctuations and is considered to be riskier than LUBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAAGX | LUBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 1.26% | +5.57% |
Volatility (6M)Calculated over the trailing 6-month period | 13.46% | 3.16% | +10.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 4.20% | +12.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.90% | 6.41% | +16.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.77% | 5.64% | +16.13% |
AAAGX vs. LUBIX - Expense Ratio Comparison
AAAGX has a 1.03% expense ratio, which is higher than LUBIX's 0.74% expense ratio.
Dividends
AAAGX vs. LUBIX - Dividend Comparison
AAAGX's dividend yield for the trailing twelve months is around 3.72%, less than LUBIX's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAGX Thrivent Large Cap Growth Fund | 3.72% | 3.77% | 14.46% | 3.55% | 9.38% | 6.93% | 7.74% | 5.39% | 12.26% | 0.00% | 0.60% | 0.00% |
LUBIX Thrivent Income Fund | 4.29% | 4.20% | 4.13% | 3.06% | 3.30% | 4.18% | 5.21% | 3.42% | 3.44% | 2.99% | 3.16% | 3.40% |
Frequently Asked Questions
AAAGX and LUBIX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAAGX has higher volatility (6.83%) compared to LUBIX (1.26%). In terms of maximum drawdown, AAAGX dropped -64.98% vs LUBIX's -23.52%.
LUBIX currently has the higher Sharpe Ratio (1.15 vs 0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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