AAAGX vs. SPY

The year-to-date returns for both stocks are quite close, with AAAGX having a 2.76% return and SPY slightly lower at 2.68%. Over the past 10 years, AAAGX has underperformed SPY with an annualized return of 8.51%, while SPY has yielded a comparatively higher 13.34% annualized return.

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AAAGX has a 1.03% expense ratio, which is higher than SPY's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Growth Fund (AAAGX) and SPDR S&P 500 ETF (SPY). 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 SPY Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of AAAGX and SPY, 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 SPY's dividend yield for the trailing twelve months is around 1.17%.

The maximum AAAGX drawdown since its inception was -72.83%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AAAGX and SPY. For additional features, visit the drawdowns tool.

Thrivent Large Cap Growth Fund (AAAGX) has a higher volatility of 5.49% compared to SPDR S&P 500 ETF (SPY) at 4.03%. This indicates that AAAGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.