Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CLVGX (RIDGEWORTH GROWTH ALLOCATION STRATEGY I SHARES) | NA | -0.84% | 4.07% | 4.41% | 6.76% | 4.76% | 3.93% | 4.12% |
Data as of 11/13/2018, AR inception is 07/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLVGX (RIDGEWORTH GROWTH ALLOCATION STRATEGY I SHARES) | 07/18/1997 | 11/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | -0.84 | 4.07 | 4.41 | 6.76 | 4.76 | 3.93 | 4.12 | -1.17 | 8.62 | 4.90 | -0.08 | 6.79 | 20.74 | 12.07 | -2.07 | 13.21 | 24.08 | -38.47 | 8.18 | 11.62 | 5.10 | 10.52 | 23.58 | -11.99 | -2.54 | 7.09 | 5.40 | -3.07 | 4.25 |
| Sharpe Ratio | NA | -0.10 | 0.23 | 0.31 | 0.43 | NA | NA | 0.19 | -0.28 | 0.39 | 0.44 | -0.01 | 0.73 | 2.32 | 1.21 | -0.11 | 0.97 | 1.26 | -1.32 | 0.45 | 1.05 | 0.38 | 1.24 | 2.27 | -0.87 | -0.40 | 0.24 | 0.20 | -0.35 | 0.51 |
| Standard Deviation(%) | NA | 21.60 | 14.53 | 13.01 | 15.18 | NA | NA | 14.17 | 9.47 | 20.57 | 10.63 | 11.93 | 9.32 | 8.91 | 10.01 | 18.44 | 13.49 | 19.07 | 29.71 | 11.56 | 7.96 | 7.70 | 7.69 | 10.10 | 15.11 | 12.35 | 12.80 | 11.01 | 18.38 | 11.93 |
| Draw Down(%) | NA | 17.98 | 17.98 | 17.98 | 27.91 | NA | NA | 49.93 | 9.17 | 13.69 | 9.98 | 9.73 | 6.54 | 6.03 | 8.40 | 17.30 | 10.78 | 18.62 | 40.53 | 7.59 | 7.08 | 5.30 | 6.45 | 10.03 | 21.92 | 16.64 | 7.01 | 9.53 | 18.31 | 6.36 |
| Yield(%) | 0.00 | 16.57 | 10.42 | 9.56 | 7.73 | 6.08 | 4.92 | 5.06 | 3.18 | 14.79 | 7.77 | 8.94 | 6.84 | 15.11 | 1.70 | 2.33 | 2.48 | 1.15 | 1.16 | 11.60 | 4.92 | 1.95 | 1.61 | 1.29 | 1.23 | 1.35 | 7.06 | 1.68 | 1.69 | 1.02 |
Data as of 11/13/2018, 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 |
|---|---|---|---|---|
| CLVGX (RIDGEWORTH GROWTH ALLOCATION STRATEGY I SHARES) |
-13.85%
Feb 2006 - Feb 2009 |
-5.76%
Feb 2004 - Feb 2009 |
-0.64%
Feb 1999 - Feb 2009 |
2.71%
Mar 1998 - Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLVGX (RIDGEWORTH GROWTH ALLOCATION STRATEGY I SHARES) |
18.89%
Feb 2009 - Feb 2012 |
16.38%
Feb 2009 - Feb 2014 |
6.18%
Oct 2008 - Oct 2018 |
6.44%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart