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STITX: RIDGEWORTH INTERNATIONAL EQUITY FUND I SHARES (MUTUAL FUND)
Basic Info 7.74 0.07(0.91%) June 27
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 22.69% |
| Expenses | 1.07% |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | 10.1 | 7.8 | 7.1 | 2.3 | 3.2 | 5.3 | 3.8 | 4.4 | -28.0 | 17.1 | -22.6 | 0.7 | -0.0 | 29.1 | -7.7 | 31.6 | 0.0 | 3.0 | -7.7 | 21.1 | 21.4 | -12.5 | 8.3 | 44.9 | -52.3 | 10.2 | 24.6 | 13.1 | 19.0 | 36.9 | -16.4 | -17.7 | -3.5 | 9.5 | 11.2 | 13.3 | 11.5 |
| Sharpe Ratio | NA | 0.98 | 0.29 | 0.24 | 0.02 | 0.1 | NA | NA | 0.14 | -1.14 | 1.03 | -0.98 | 0.05 | -0.01 | 2.49 | -0.6 | 4.17 | -0.01 | 0.19 | -0.61 | 1.51 | 1.21 | -0.44 | 0.34 | 1.42 | -1.22 | 0.37 | 1.46 | 1.04 | 1.39 | 2.56 | -0.9 | -1.28 | -0.57 | 0.47 | 0.42 | 0.76 | 2.53 |
| Draw Down(%) | NA | 14.7 | 15.9 | 15.9 | 39.3 | 39.3 | NA | NA | 67.7 | 29.0 | 13.9 | 32.0 | 12.4 | 30.2 | 8.1 | 16.9 | 3.2 | 10.5 | 15.3 | 15.6 | 9.9 | 18.1 | 28.1 | 21.3 | 29.3 | 58.1 | 13.8 | 15.3 | 7.3 | 10.2 | 15.8 | 28.3 | 27.8 | 14.0 | 8.7 | 28.6 | 12.9 | 5.0 |
| Standard Deviation(%) | NA | 19.2 | 16.1 | 15.6 | 16.7 | 17.7 | NA | NA | 19.3 | 30.3 | 12.5 | 24.6 | 13.8 | 32.9 | 11.1 | 15.0 | 7.5 | 15.2 | 15.4 | 12.5 | 14.0 | 17.8 | 28.7 | 24.4 | 31.5 | 43.4 | 19.5 | 14.6 | 10.5 | 13.0 | 14.1 | 19.3 | 15.9 | 13.3 | 13.2 | 18.6 | 12.8 | 7.6 |
| Treynor Ratio | NA | 0.21 | 0.05 | 0.04 | 0.0 | 0.02 | NA | NA | 0.03 | -0.24 | 0.15 | -0.24 | 0.01 | 0.0 | 0.32 | -0.09 | 0.38 | 0.0 | 0.03 | -0.08 | 0.21 | 0.21 | -0.12 | 0.08 | 0.42 | -0.53 | 0.07 | 0.23 | 0.13 | 0.19 | 0.42 | -0.2 | -0.31 | -0.09 | 0.08 | 0.1 | 0.12 | 0.22 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | -0.03 | 0.0 | NA | NA | 0.0 | -0.08 | 0.01 | -0.05 | -0.01 | -0.02 | 0.04 | 0.04 | 0.03 | -0.01 | 0.04 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | -0.08 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.04 | 0.01 | -0.03 | -0.02 | 0.06 | 0.05 |
| Beta | NA | 0.92 | 0.86 | 0.9 | 0.87 | 0.87 | NA | NA | 0.92 | 1.44 | 0.85 | 1.02 | 0.69 | 0.85 | 0.86 | 0.96 | 0.82 | 0.77 | 0.9 | 1.01 | 1.02 | 1.02 | 1.06 | 1.09 | 1.05 | 1.01 | 1.0 | 0.95 | 0.84 | 0.96 | 0.87 | 0.86 | 0.66 | 0.83 | 0.82 | 0.8 | 0.79 | 0.87 |
| RSquared | NA | 0.85 | 0.79 | 0.78 | 0.71 | 0.71 | NA | NA | 0.81 | 0.59 | 0.75 | 0.81 | 0.46 | 0.63 | 0.71 | 0.75 | 0.64 | 0.82 | 0.86 | 0.81 | 0.9 | 0.94 | 0.97 | 0.93 | 0.95 | 0.97 | 0.9 | 0.88 | 0.72 | 0.87 | 0.87 | 0.77 | 0.65 | 0.57 | 0.53 | 0.74 | 0.71 | 0.7 |
| Yield(%) | N/A | 0.0 | 22.7 | 8.7 | 4.7 | 6.2 | 7.1 | 5.7 | N/A | 21.7 | 0.2 | 0.0 | 0.0 | 0.0 | 30.7 | 0.3 | 0.2 | 0.9 | 9.9 | 11.2 | 12.0 | 2.1 | 2.1 | 2.5 | 0.8 | 0.0 | 16.1 | 2.0 | 1.3 | 1.1 | 1.8 | 1.3 | 0.0 | 9.0 | 12.8 | 7.0 | 11.2 | 3.3 |
| Dividend Growth(%) | N/A | -100.0 | 9861.9 | N/A | -53.0 | 0.3 | N/A | N/A | N/A | 10365.0 | N/A | N/A | N/A | -100.0 | 9861.8 | 142.9 | -82.7 | -91.8 | -27.3 | -2.7 | 568.3 | -11.1 | -13.7 | 367.2 | N/A | -100.0 | 865.7 | 75.6 | 38.1 | -16.9 | 19.3 | N/A | -100.0 | -33.8 | 94.3 | -34.4 | 264.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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