Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CLVBX (RIDGEWORTH MODERATE ALLOCATION STRATEGY I SHARES) | NA | 1.80% | 1.76% | 5.26% | 3.31% | 5.50% | 3.17% | 3.31% |
Data as of 10/31/2017, AR inception is 07/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLVBX (RIDGEWORTH MODERATE ALLOCATION STRATEGY I SHARES) | 07/18/1997 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.80 | 1.76 | 5.26 | 3.31 | 5.50 | 3.17 | 3.31 | 0.46 | 4.01 | -0.14 | 6.57 | 14.06 | 10.39 | 0.80 | 11.41 | 18.59 | -24.59 | 7.91 | 9.38 | 4.29 | 8.93 | 17.92 | -9.98 | -3.09 | -8.04 | -0.03 | 3.35 | 4.15 |
| Sharpe Ratio | NA | 0.17 | 0.19 | 0.67 | 0.29 | NA | NA | 0.18 | 0.00 | 0.49 | -0.02 | 0.97 | 2.12 | 1.48 | 0.06 | 1.18 | 1.38 | -1.35 | 0.59 | 1.05 | 0.37 | 1.28 | 2.24 | -0.98 | -0.57 | -0.76 | -0.30 | 0.00 | 0.59 |
| Standard Deviation(%) | NA | 7.42 | 8.06 | 7.59 | 10.76 | NA | NA | 10.35 | 7.38 | 7.69 | 8.68 | 6.74 | 6.63 | 7.05 | 12.95 | 9.59 | 13.42 | 18.79 | 8.31 | 5.82 | 5.72 | 6.22 | 7.70 | 11.35 | 9.72 | 15.84 | 10.72 | 12.86 | 9.94 |
| Draw Down(%) | NA | 6.46 | 10.72 | 10.72 | 34.35 | NA | NA | 34.35 | 6.46 | 7.06 | 7.36 | 4.72 | 5.24 | 5.82 | 11.72 | 7.56 | 13.49 | 27.75 | 5.25 | 4.90 | 3.86 | 5.77 | 7.38 | 17.24 | 14.17 | 16.55 | 9.40 | 14.68 | 5.17 |
| Yield(%) | 0.00 | 8.00 | 9.72 | 9.03 | 5.45 | 6.38 | 4.03 | 4.16 | 0.00 | 8.30 | 16.47 | 7.77 | 10.90 | 3.85 | 3.08 | 3.48 | 1.10 | 1.73 | 7.99 | 5.24 | 4.72 | 2.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.35 | 2.25 | 1.29 |
Data as of 10/31/2017, AR inception is 07/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLVBX (RIDGEWORTH MODERATE ALLOCATION STRATEGY I SHARES) |
-8.74%
Mar 2000 - Mar 2003 |
-5.71%
Mar 1998 - Mar 2003 |
-1.07%
Feb 1999 - Feb 2009 |
2.17%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLVBX (RIDGEWORTH MODERATE ALLOCATION STRATEGY I SHARES) |
15.54%
Feb 2009 - Feb 2012 |
13.20%
Feb 2009 - Feb 2014 |
6.50%
Mar 2003 - Mar 2013 |
5.71%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart