Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLVLX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY C SHARES) | NA | 8.37% | 3.12% | 7.78% | 2.71% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 04/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLVLX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY C SHARES) | 04/25/2005 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.37 | 3.12 | 7.78 | 2.71 | NA | NA | … | … | 4.95 | 3.98 | -0.46 | 6.02 | 23.22 | 12.27 | -6.64 | 14.83 | 28.43 | -37.67 | 7.55 | 13.12 | 6.59 |
| Sharpe Ratio | NA | 1.75 | 0.26 | 0.71 | 0.12 | NA | NA | … | … | 1.72 | 0.31 | -0.04 | 0.56 | 2.29 | 0.94 | -0.26 | 0.78 | 1.10 | -1.03 | 0.30 | 0.93 | 0.78 |
| Standard Deviation(%) | NA | 4.47 | 10.95 | 10.79 | 19.95 | NA | NA | … | … | 3.12 | 12.16 | 13.61 | 10.71 | 10.14 | 13.05 | 25.95 | 18.92 | 25.66 | 37.53 | 15.24 | 10.66 | 9.45 |
| Draw Down(%) | NA | 1.89 | 16.15 | 16.15 | 53.39 | NA | NA | … | … | 1.39 | 11.59 | 10.91 | 7.81 | 6.48 | 11.62 | 24.27 | 15.62 | 24.65 | 48.66 | 10.09 | 9.90 | 5.06 |
| Yield(%) | 0.00 | 9.50 | 14.18 | 13.36 | 6.57 | 6.01 | 4.51 | … | … | 0.00 | 9.72 | 22.21 | 19.06 | 17.95 | 0.55 | 1.00 | 0.75 | 0.99 | 14.53 | 17.49 | 3.36 | 0.00 |
Data as of 10/31/2017, Common starting date is 04/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLVLX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY C SHARES) |
-14.89%
Feb 2006 – Feb 2009 |
-2.68%
May 2007 – May 2012 |
2.98%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLVLX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY C SHARES) |
21.68%
Feb 2009 – Feb 2012 |
18.05%
Feb 2009 – Feb 2014 |
5.23%
May 2005 – May 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart