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Performance Comparison
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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