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SCATX: RIDGEWORTH INNOVATIVE GROWTH STOCK FUND I SHARES (MUTUAL FUND)
Basic Info 44.65 0.08(0.18%) April 24
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (94%) |
Start Date: | 03/02/2004 |
Last Dividend Date: | 06/22/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.25% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/03/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 4.5 | 36.1 | -10.1 | 10.2 | 12.9 | 15.8 | 10.9 | 10.9 | 65.6 | -55.3 | -9.9 | 119.7 | 37.0 | 10.8 | 34.2 | -2.2 | 7.2 | 2.2 | 59.8 | 7.8 | -10.4 | 21.7 | 56.2 | -45.1 | 23.3 | 5.5 | 7.3 | 6.5 |
Sharpe Ratio | NA | -0.08 | 1.04 | -0.33 | 0.21 | 0.37 | NA | NA | 0.34 | 2.29 | -0.97 | -0.29 | 2.84 | 1.54 | 0.31 | 2.32 | -0.11 | 0.36 | 0.1 | 3.59 | 0.41 | -0.33 | 0.97 | 1.92 | -1.0 | 1.04 | 0.13 | 0.37 | 0.4 |
Draw Down(%) | NA | 11.5 | 20.2 | 63.7 | 66.9 | 66.9 | NA | NA | 66.9 | 20.2 | 57.5 | 32.5 | 35.9 | 19.7 | 30.6 | 7.5 | 24.2 | 15.7 | 18.6 | 6.2 | 17.9 | 29.2 | 16.0 | 22.3 | 55.7 | 11.2 | 17.7 | 12.7 | 16.1 |
Standard Deviation(%) | NA | 24.5 | 23.8 | 40.8 | 39.1 | 31.6 | NA | NA | 28.6 | 27.1 | 58.4 | 34.2 | 41.8 | 23.1 | 30.2 | 14.5 | 20.6 | 19.8 | 21.4 | 16.7 | 19.1 | 31.5 | 22.3 | 29.2 | 46.1 | 19.6 | 16.7 | 13.8 | 16.7 |
Treynor Ratio | NA | -0.02 | 0.2 | -0.09 | 0.06 | 0.09 | NA | NA | 0.08 | 0.46 | -0.38 | -0.07 | 1.1 | 0.36 | 0.07 | 0.23 | -0.02 | 0.06 | 0.02 | 0.51 | 0.06 | -0.09 | 0.2 | 0.5 | -0.39 | 0.19 | 0.02 | 0.05 | 0.06 |
Alpha | NA | -0.05 | -0.03 | -0.03 | -0.01 | -0.01 | NA | NA | 0.0 | 0.01 | 0.01 | -0.1 | 0.12 | -0.02 | 0.05 | -0.04 | 0.0 | -0.01 | -0.06 | 0.05 | -0.05 | -0.04 | 0.03 | 0.05 | -0.01 | 0.04 | 0.02 | -0.02 | 0.01 |
Beta | NA | 1.21 | 1.26 | 1.46 | 1.33 | 1.3 | NA | NA | 1.23 | 1.35 | 1.51 | 1.47 | 1.08 | 1.0 | 1.35 | 1.49 | 1.29 | 1.12 | 1.37 | 1.18 | 1.23 | 1.15 | 1.1 | 1.13 | 1.18 | 1.09 | 1.19 | 1.09 | 1.06 |
RSquared | NA | 0.85 | 0.89 | 0.89 | 0.87 | 0.85 | NA | NA | 0.86 | 0.88 | 0.92 | 0.86 | 0.86 | 0.62 | 0.87 | 0.79 | 0.86 | 0.83 | 0.77 | 0.73 | 0.88 | 0.94 | 0.89 | 0.9 | 0.92 | 0.84 | 0.86 | 0.86 | 0.88 |
Yield(%) | N/A | 0.0 | 0.0 | 0.6 | 0.8 | 4.9 | 9.2 | 6.1 | N/A | 0.0 | 1.8 | 0.0 | 0.0 | 0.0 | 6.4 | 12.1 | 15.9 | 7.3 | 3.2 | 12.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.6 | 0.2 | 0.2 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -19.0 | -87.5 | 337.6 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -35.7 | -33.9 | 110.5 | 131.8 | -63.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 2050.0 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2004
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