AAUTX vs. AAHYX
Compare and contrast key facts about Thrivent Large Cap Value Fund (AAUTX) and Thrivent Diversified Income Plus Fund (AAHYX).
AAUTX is managed by Thrivent. It was launched on Oct 29, 1999. AAHYX is managed by Thrivent. It was launched on Jan 7, 1997.
Performance
AAUTX vs. AAHYX - Performance Comparison
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AAUTX vs. AAHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 0.62% | 19.31% | 21.28% | 12.63% | -4.89% | 31.65% | 4.31% | 23.66% | -8.82% | 12.59% |
AAHYX Thrivent Diversified Income Plus Fund | -1.10% | 9.57% | 6.80% | 9.27% | -12.64% | 6.22% | 6.67% | 13.12% | -3.08% | 8.98% |
Returns By Period
In the year-to-date period, AAUTX achieves a 0.62% return, which is significantly higher than AAHYX's -1.10% return. Over the past 10 years, AAUTX has outperformed AAHYX with an annualized return of 11.84%, while AAHYX has yielded a comparatively lower 4.70% annualized return.
AAUTX
- 1D
- -0.34%
- 1M
- -6.35%
- YTD
- 0.62%
- 6M
- 5.51%
- 1Y
- 17.78%
- 3Y*
- 17.86%
- 5Y*
- 12.57%
- 10Y*
- 11.84%
AAHYX
- 1D
- 0.14%
- 1M
- -3.36%
- YTD
- -1.10%
- 6M
- 0.63%
- 1Y
- 7.66%
- 3Y*
- 6.94%
- 5Y*
- 2.96%
- 10Y*
- 4.70%
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AAUTX vs. AAHYX - Expense Ratio Comparison
AAUTX has a 0.86% expense ratio, which is lower than AAHYX's 0.94% expense ratio.
Return for Risk
AAUTX vs. AAHYX — Risk / Return Rank
AAUTX
AAHYX
AAUTX vs. AAHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Value Fund (AAUTX) and Thrivent Diversified Income Plus Fund (AAHYX). 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.
| AAUTX | AAHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.58 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.20 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 2.10 | -0.63 |
Martin ratioReturn relative to average drawdown | 6.71 | 8.32 | -1.61 |
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
| AAUTX | AAHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.58 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.52 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.79 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.69 | -0.26 |
Correlation
The correlation between AAUTX and AAHYX is 0.62, 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.
Dividends
AAUTX vs. AAHYX - Dividend Comparison
AAUTX's dividend yield for the trailing twelve months is around 5.25%, more than AAHYX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 5.25% | 5.28% | 16.25% | 3.22% | 6.12% | 7.62% | 6.33% | 1.52% | 7.44% | 1.08% | 1.18% | 0.00% |
AAHYX Thrivent Diversified Income Plus Fund | 3.50% | 3.73% | 3.83% | 3.55% | 3.10% | 6.31% | 2.44% | 3.54% | 5.72% | 2.85% | 3.39% | 3.31% |
Drawdowns
AAUTX vs. AAHYX - Drawdown Comparison
The maximum AAUTX drawdown since its inception was -54.34%, which is greater than AAHYX's maximum drawdown of -34.18%. Use the drawdown chart below to compare losses from any high point for AAUTX and AAHYX.
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Drawdown Indicators
| AAUTX | AAHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.34% | -34.18% | -20.16% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -3.68% | -8.03% |
Max Drawdown (5Y)Largest decline over 5 years | -18.71% | -16.52% | -2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -38.88% | -20.04% | -18.84% |
Current DrawdownCurrent decline from peak | -6.45% | -3.41% | -3.04% |
Average DrawdownAverage peak-to-trough decline | -8.03% | -4.58% | -3.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 0.93% | +1.63% |
Volatility
AAUTX vs. AAHYX - Volatility Comparison
Thrivent Large Cap Value Fund (AAUTX) has a higher volatility of 3.62% compared to Thrivent Diversified Income Plus Fund (AAHYX) at 1.89%. This indicates that AAUTX's price experiences larger fluctuations and is considered to be riskier than AAHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAUTX | AAHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 1.89% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.40% | 3.01% | +5.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 5.02% | +10.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 5.73% | +10.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.81% | 6.00% | +11.81% |