AAUTX vs. LUBIX
AAUTX (Thrivent Large Cap Value Fund) and LUBIX (Thrivent Income Fund) are both mutual funds - AAUTX is a Large Cap Value Equities fund managed by Thrivent, while LUBIX is a Corporate Bonds fund managed by Thrivent. Over the past 10 years, AAUTX returned 12.85%/yr vs 2.68%/yr for LUBIX. At a correlation of -0.08, they often move in opposite directions. AAUTX charges 0.86%/yr vs 0.74%/yr for LUBIX.
Performance
AAUTX vs. LUBIX - Performance Comparison
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Returns By Period
In the year-to-date period, AAUTX achieves a 12.58% return, which is significantly higher than LUBIX's 0.40% return. Over the past 10 years, AAUTX has outperformed LUBIX with an annualized return of 12.85%, while LUBIX has yielded a comparatively lower 2.68% annualized return.
AAUTX
- 1D
- 0.19%
- 1M
- 0.77%
- YTD
- 12.58%
- 6M
- 12.29%
- 1Y
- 28.83%
- 3Y*
- 20.74%
- 5Y*
- 14.35%
- 10Y*
- 12.85%
LUBIX
- 1D
- 0.18%
- 1M
- 0.84%
- YTD
- 0.40%
- 6M
- 0.81%
- 1Y
- 5.07%
- 3Y*
- 5.20%
- 5Y*
- 0.24%
- 10Y*
- 2.68%
AAUTX vs. LUBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 12.58% | 19.31% | 21.28% | 12.63% | -4.89% | 31.65% | 4.31% | 23.66% | -8.82% | 12.59% |
LUBIX Thrivent Income Fund | 0.40% | 7.57% | 2.93% | 8.11% | -16.07% | -0.76% | 11.61% | 13.20% | -2.60% | 5.69% |
Correlation
The correlation between AAUTX and LUBIX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996 | -0.08 |
The correlation between AAUTX and LUBIX shifts across timeframes, from -0.08 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AAUTX vs. LUBIX — Risk / Return Rank
AAUTX
LUBIX
AAUTX vs. LUBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Value Fund (AAUTX) 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.
| AAUTX | LUBIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.36 | ||
| Sortino ratioReturn per unit of downside risk | +1.75 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.22 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 4.47 | 1.62 | +2.85 |
| Martin ratioReturn relative to average drawdown | 17.08 | 5.20 | +11.88 |
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Drawdowns
AAUTX vs. LUBIX - Drawdown Comparison
The maximum AAUTX drawdown since its inception was -54.34%, which is greater than LUBIX's maximum drawdown of -23.52%. Use the drawdown chart below to compare losses from any high point for AAUTX and LUBIX.
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Drawdown Indicators
| AAUTX | LUBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.34% | -23.52% | -30.82% |
Max Drawdown (1Y)Largest decline over 1 year | -6.48% | -3.22% | -3.26% |
Max Drawdown (3Y)Largest decline over 3 years | -14.85% | -6.35% | -8.50% |
Max Drawdown (5Y)Largest decline over 5 years | -18.71% | -22.12% | +3.41% |
Max Drawdown (10Y)Largest decline over 10 years | -38.88% | -22.12% | -16.76% |
Current DrawdownCurrent decline from peak | -1.00% | -1.05% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -3.79% | -4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 1.00% | +0.69% |
Volatility
AAUTX vs. LUBIX - Volatility Comparison
Thrivent Large Cap Value Fund (AAUTX) has a higher volatility of 3.60% compared to Thrivent Income Fund (LUBIX) at 1.25%. This indicates that AAUTX'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
| AAUTX | LUBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 1.25% | +2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 8.35% | 3.12% | +5.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.09% | 4.17% | +6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 6.41% | +9.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.80% | 5.64% | +12.16% |
AAUTX vs. LUBIX - Expense Ratio Comparison
AAUTX has a 0.86% expense ratio, which is higher than LUBIX's 0.74% expense ratio.
Dividends
AAUTX vs. LUBIX - Dividend Comparison
AAUTX's dividend yield for the trailing twelve months is around 4.69%, more than LUBIX's 4.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 4.69% | 5.28% | 16.25% | 3.22% | 6.12% | 7.62% | 6.33% | 1.52% | 7.44% | 1.08% | 1.18% | 0.00% |
LUBIX Thrivent Income Fund | 4.30% | 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
AAUTX and LUBIX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAUTX has higher volatility (3.60%) compared to LUBIX (1.25%). In terms of maximum drawdown, AAUTX dropped -54.34% vs LUBIX's -23.52%.
AAUTX currently has the higher Sharpe Ratio (2.61 vs 1.25), 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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