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Thrivent Large Cap Value A (AAUTX)

30.19
-0.07
(-0.23%)
At close: January 24 at 8:01:42 PM EST

Fund Summary

The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of large companies. The Adviser focuses mainly on the equity securities of large domestic and international companies which have market capitalizations equivalent to those included in widely known indices such as the Russell 1000® Index, S&P 500® Index, or the large company market capitalization classifications published by Morningstar or Lipper, Inc.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.68%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 7

Performance & Risk

YTD Return 5.52%
5y Average Return 12.06%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
AAUTXCategory AverageAAUTXCategory AverageAAUTXCategory Average
Alpha -1.51 -0.01 -2.78 -0.03 -3.09 -0.03
BETA 0.85 0.01 0.96 0.01 1 0.01
Mean Annual Return 0.64 0.01 1 0.01 0.87 0.01
R-squared 77.32 0.78 81.88 0.83 84.62 0.84
Standard Deviation 16.69 0.17 19.32 0.19 16.7 0.16
Sharpe Ratio 0.21 0 0.49 0 0.52 0.01
Treynor Ratio 2.64 0.04 8.34 0.07 7.61 0.08

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