AAUTX vs. SPLG

In the year-to-date period, AAUTX achieves a 2.20% return, which is significantly higher than SPLG's 0.89% return. Over the past 10 years, AAUTX has underperformed SPLG with an annualized return of 9.38%, while SPLG has yielded a comparatively higher 12.72% annualized return.

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AAUTX has a 0.86% 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 Value Fund (AAUTX) 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 AAUTX Sharpe Ratio is 0.52, which is comparable to the SPLG Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of AAUTX 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.

AAUTX's dividend yield for the trailing twelve months is around 8.61%, more than SPLG's 1.29% yield.

The maximum AAUTX drawdown since its inception was -55.77%, roughly equal to the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for AAUTX and SPLG.

The current volatility for Thrivent Large Cap Value Fund (AAUTX) is 4.40%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 4.80%. This indicates that AAUTX experiences smaller price fluctuations and is considered to be less risky than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.