Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVMGX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY I SHARES) | NA | 8.81% | 3.85% | 8.58% | 0.74% | 5.19% | NA | 3.62% |
Data as of 10/31/2017, AR inception is 03/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVMGX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY I SHARES) | 03/22/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.81 | 3.85 | 8.58 | 0.74 | 5.19 | NA | 3.62 | 5.36 | 4.80 | -0.22 | 7.39 | 24.27 | 13.20 | -5.70 | 16.11 | 28.86 | -52.20 | 8.74 | 14.23 | 5.78 | 13.02 | 27.39 | -17.39 | -6.47 | 6.13 | 8.87 |
| Sharpe Ratio | NA | 1.85 | 0.33 | 0.78 | 0.02 | NA | NA | 0.13 | 1.90 | 0.38 | -0.02 | 0.69 | 2.39 | 1.01 | -0.22 | 0.85 | 1.12 | -1.17 | 0.38 | 1.04 | 0.37 | 1.17 | 1.95 | -0.88 | -0.54 | 0.12 | 0.61 |
| Standard Deviation(%) | NA | 4.48 | 10.92 | 10.74 | 21.34 | NA | NA | 18.48 | 3.10 | 12.22 | 13.52 | 10.73 | 10.12 | 13.08 | 25.63 | 18.92 | 25.74 | 45.31 | 15.30 | 10.60 | 9.74 | 10.30 | 13.72 | 20.98 | 16.52 | 17.02 | 13.34 |
| Draw Down(%) | NA | 1.94 | 16.07 | 16.07 | 64.11 | NA | NA | 64.11 | 1.31 | 11.48 | 10.75 | 7.63 | 6.39 | 11.44 | 24.01 | 15.31 | 24.52 | 54.36 | 9.99 | 9.81 | 6.96 | 8.26 | 12.50 | 28.40 | 22.86 | 9.42 | 13.46 |
| Yield(%) | 0.00 | 9.97 | 14.26 | 13.64 | 5.69 | 7.76 | 5.24 | 5.83 | 0.00 | 10.27 | 22.03 | 19.06 | 18.19 | 1.20 | 1.64 | 1.19 | 1.23 | 0.00 | 18.15 | 4.13 | 2.52 | 0.95 | 1.02 | 1.07 | 0.32 | 14.63 | 4.49 |
Data as of 10/31/2017, AR inception is 03/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVMGX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY I SHARES) |
-21.54%
Feb 2006 - Feb 2009 |
-10.30%
Feb 2004 - Feb 2009 |
-2.39%
Apr 1999 - Apr 2009 |
2.17%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVMGX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY I SHARES) |
22.64%
Feb 2009 - Feb 2012 |
19.01%
Feb 2009 - Feb 2014 |
4.84%
Mar 2003 - Mar 2013 |
5.58%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart