AAAGX vs. SPLG

The year-to-date returns for both stocks are quite close, with AAAGX having a 2.76% return and SPLG slightly lower at 2.68%. Over the past 10 years, AAAGX has underperformed SPLG with an annualized return of 8.51%, while SPLG has yielded a comparatively higher 13.40% annualized return.

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AAAGX has a 1.03% expense ratio, which is higher than SPLG's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Growth Fund (AAAGX) and SPDR Portfolio S&P 500 ETF (SPLG). 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.

The current AAAGX Sharpe Ratio is 1.07, which is lower than the SPLG Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of AAAGX and SPLG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AAAGX has not paid dividends to shareholders, while SPLG's dividend yield for the trailing twelve months is around 1.24%.

The maximum AAAGX drawdown since its inception was -72.83%, which is greater than SPLG's maximum drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for AAAGX and SPLG. For additional features, visit the drawdowns tool.

Thrivent Large Cap Growth Fund (AAAGX) has a higher volatility of 5.49% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 3.98%. This indicates that AAAGX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.