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SCCTX: RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY I SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/07/2003 |
| Last Dividend Date: | 06/28/2018 |
| 12-Mo. Yield | 8.13% |
| Expenses | 0.89% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/07/2003 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.3 | 2.4 | 4.2 | 4.8 | 4.9 | -1.0 | 9.2 | 3.5 | 0.1 | 6.3 | 7.9 | 8.2 | 3.3 | 9.1 | 13.6 | -9.7 | 7.2 | 6.3 | 3.2 | 6.1 | 1.7 |
| Sharpe Ratio | NA | -0.19 | 0.74 | 0.78 | 1.08 | NA | 0.78 | -0.54 | 3.21 | 0.68 | 0.01 | 1.51 | 1.78 | 2.04 | 0.44 | 1.67 | 1.83 | -1.24 | 0.98 | 0.91 | 0.32 | 1.45 | 3.09 |
| Draw Down(%) | NA | 4.7 | 5.9 | 6.9 | 6.9 | NA | 15.1 | 4.7 | 1.1 | 3.9 | 5.1 | 2.9 | 4.4 | 3.1 | 6.0 | 3.8 | 6.6 | 14.4 | 2.3 | 2.2 | 2.1 | 4.0 | 0.8 |
| Standard Deviation(%) | NA | 4.2 | 4.2 | 4.4 | 5.4 | NA | 5.2 | 4.4 | 2.7 | 4.9 | 5.6 | 4.2 | 4.4 | 4.0 | 7.5 | 5.4 | 7.4 | 8.5 | 4.3 | 3.3 | 3.2 | 3.5 | 3.8 |
| Treynor Ratio | NA | -0.01 | 0.04 | 0.04 | 0.07 | NA | 0.05 | -0.03 | 0.11 | 0.03 | 0.0 | 0.06 | 0.09 | 0.08 | 0.03 | 0.1 | 0.18 | -0.2 | 0.06 | 0.05 | 0.02 | 0.08 | 0.14 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | 0.0 | -0.01 | -0.03 | 0.0 | 0.01 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | -0.06 |
| Beta | NA | 0.78 | 0.88 | 0.92 | 0.84 | NA | 0.73 | 0.79 | 0.78 | 0.98 | 0.95 | 1.01 | 0.88 | 0.97 | 1.18 | 0.91 | 0.74 | 0.53 | 0.7 | 0.67 | 0.64 | 0.63 | 0.83 |
| RSquared | NA | 0.73 | 0.76 | 0.78 | 0.77 | NA | 0.74 | 0.74 | 0.6 | 0.82 | 0.83 | 0.77 | 0.86 | 0.73 | 0.82 | 0.88 | 0.84 | 0.68 | 0.84 | 0.75 | 0.83 | 0.76 | 0.7 |
| Yield(%) | N/A | 8.1 | 6.1 | 5.9 | 5.4 | 4.7 | N/A | 1.2 | 10.7 | 2.9 | 4.9 | 4.9 | 6.9 | 3.7 | 4.2 | 3.9 | 1.0 | 2.5 | 6.2 | 5.2 | 3.6 | 3.0 | 0.0 |
| Dividend Growth(%) | N/A | 36.3 | 20.8 | 162.0 | N/A | N/A | N/A | -89.3 | 278.2 | -45.1 | 2.3 | -29.2 | 98.6 | -13.8 | 14.2 | 337.0 | -64.5 | -60.0 | 21.3 | 43.8 | 23.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2003
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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