Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAGAX (RIDGEWORTH INNOVATIVE GROWTH STOCK FUND A SHARES) | 4.16% | 6.93% | 20.90% | 3.52% | 17.03% | 13.88% | 12.26% | … | … |
Data as of 06/03/2026, Common starting date is 03/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAGAX (RIDGEWORTH INNOVATIVE GROWTH STOCK FUND A SHARES) | 03/03/2004 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 6.93 | 20.90 | 3.52 | 17.03 | 13.88 | 12.26 | … | … | 4.16 | 12.57 | 35.48 | 65.15 | -57.27 | -10.14 | 119.10 | 36.73 | 10.51 | 33.91 | -2.35 | 7.05 | 2.10 | 59.57 | 7.43 | -10.70 | 21.46 | 55.70 | -45.31 | 22.83 | 5.15 | 6.85 | 6.07 |
| Sharpe Ratio | NA | 0.34 | 0.77 | 0.02 | 0.48 | NA | NA | … | … | 0.52 | 0.32 | 1.21 | 2.27 | -1.01 | -0.30 | 2.84 | 1.53 | 0.31 | 2.31 | -0.12 | 0.36 | 0.10 | 3.57 | 0.39 | -0.34 | 0.96 | 1.91 | -1.00 | 1.02 | 0.11 | 0.34 | 0.38 |
| Standard Deviation(%) | NA | 22.98 | 26.54 | 35.97 | 32.67 | NA | NA | … | … | 26.79 | 30.67 | 23.78 | 27.10 | 58.50 | 34.09 | 41.57 | 23.14 | 30.21 | 14.50 | 20.70 | 19.75 | 21.45 | 16.66 | 19.04 | 31.48 | 22.32 | 29.16 | 46.26 | 19.55 | 16.68 | 13.88 | 16.84 |
| Draw Down(%) | NA | 26.25 | 30.31 | 63.78 | 67.08 | NA | NA | … | … | 21.56 | 28.93 | 13.87 | 20.28 | 59.40 | 32.49 | 35.91 | 19.76 | 30.59 | 7.55 | 24.28 | 15.80 | 18.58 | 6.20 | 17.95 | 29.27 | 16.08 | 22.28 | 55.81 | 11.23 | 17.70 | 12.76 | 16.23 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.41 | 4.21 | 5.05 | 5.47 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.95 | 0.00 | 0.00 | 0.00 | 6.72 | 12.71 | 16.54 | 7.56 | 3.24 | 12.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.52 | 0.06 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGAX (RIDGEWORTH INNOVATIVE GROWTH STOCK FUND A SHARES) |
-16.06%
Feb 2006 – Feb 2009 |
-2.47%
Feb 2021 – Feb 2026 |
6.09%
Feb 2006 – Feb 2016 |
7.60%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGAX (RIDGEWORTH INNOVATIVE GROWTH STOCK FUND A SHARES) |
49.04%
Dec 2017 – Dec 2020 |
39.07%
Feb 2016 – Feb 2021 |
23.54%
Sep 2011 – Sep 2021 |
17.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart