AAAGX vs. TMAAX
Compare and contrast key facts about Thrivent Large Cap Growth Fund (AAAGX) and Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX).
AAAGX is managed by Thrivent. It was launched on Oct 29, 1999. TMAAX is managed by Thrivent. It was launched on Jun 30, 2005.
Performance
AAAGX vs. TMAAX - Performance Comparison
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AAAGX vs. TMAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
TMAAX Thrivent Moderately Aggressive Allocation Fund Class A | -2.02% | 15.13% | 19.29% | 17.06% | -17.79% | 15.74% | 14.13% | 21.47% | -6.30% | 11.50% |
Returns By Period
In the year-to-date period, AAAGX achieves a -10.59% return, which is significantly lower than TMAAX's -2.02% return. Over the past 10 years, AAAGX has outperformed TMAAX with an annualized return of 15.09%, while TMAAX has yielded a comparatively lower 8.97% 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%
TMAAX
- 1D
- 2.28%
- 1M
- -4.78%
- YTD
- -2.02%
- 6M
- 0.21%
- 1Y
- 14.96%
- 3Y*
- 14.37%
- 5Y*
- 7.55%
- 10Y*
- 8.97%
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AAAGX vs. TMAAX - Expense Ratio Comparison
AAAGX has a 1.03% expense ratio, which is lower than TMAAX's 1.33% expense ratio.
Return for Risk
AAAGX vs. TMAAX — Risk / Return Rank
AAAGX
TMAAX
AAAGX vs. TMAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Growth Fund (AAAGX) and Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX). 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.
| AAAGX | TMAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.09 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.61 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.24 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.58 | -0.65 |
Martin ratioReturn relative to average drawdown | 3.19 | 7.30 | -4.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAAGX | TMAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.09 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.55 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.68 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.43 | -0.13 |
Correlation
The correlation between AAAGX and TMAAX 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. TMAAX - Dividend Comparison
AAAGX's dividend yield for the trailing twelve months is around 4.21%, less than TMAAX's 7.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TMAAX Thrivent Moderately Aggressive Allocation Fund Class A | 7.44% | 7.29% | 11.82% | 3.55% | 3.03% | 6.94% | 4.16% | 6.27% | 6.01% | 1.10% | 0.99% | 0.76% |
Drawdowns
AAAGX vs. TMAAX - Drawdown Comparison
The maximum AAAGX drawdown since its inception was -64.98%, which is greater than TMAAX's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for AAAGX and TMAAX.
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Drawdown Indicators
| AAAGX | TMAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.98% | -50.54% | -14.44% |
Max Drawdown (1Y)Largest decline over 1 year | -16.76% | -9.88% | -6.88% |
Max Drawdown (5Y)Largest decline over 5 years | -40.41% | -26.55% | -13.86% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -26.99% | -13.42% |
Current DrawdownCurrent decline from peak | -13.61% | -5.44% | -8.17% |
Average DrawdownAverage peak-to-trough decline | -24.01% | -7.41% | -16.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 2.15% | +2.75% |
Volatility
AAAGX vs. TMAAX - Volatility Comparison
Thrivent Large Cap Growth Fund (AAAGX) has a higher volatility of 7.01% compared to Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX) at 4.83%. This indicates that AAAGX's price experiences larger fluctuations and is considered to be riskier than TMAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAAGX | TMAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 4.83% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 7.98% | +4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.01% | 14.13% | +8.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.79% | 13.85% | +8.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 13.29% | +8.36% |