Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SAMLX (RIDGEWORTH SEIX LIMITED DURATION FUND I SHARES) NA 0.59% 0.76% 0.55% 0.62% 1.03% NA
Data as of 02/16/2018, Common starting date is 11/27/2002
More Performance Analytics Comparison
Name Start Date End Date
SAMLX (RIDGEWORTH SEIX LIMITED DURATION FUND I SHARES) 11/27/2002 02/16/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) 0.00 0.59 0.76 0.55 0.62 1.03 NA 0.10 0.57 1.56 0.08 0.31 0.14 1.17 0.63 1.35 3.96 -3.55 5.02 4.20 0.10 0.00 0.28 0.14
Sharpe Ratio NA -0.14 0.58 0.55 0.47 NA NA -0.45 -0.07 1.51 0.46 1.56 0.22 1.70 0.79 2.02 2.73 -2.75 1.20 0.63 -4.30 -1.85 -0.90 2.29
Standard Deviation(%) NA 0.92 0.74 0.61 0.89 NA NA 0.49 0.90 0.89 0.12 0.19 0.51 0.66 0.76 0.62 1.41 1.62 1.67 1.44 0.48 0.51 0.46 0.35
Draw Down(%) NA 0.81 0.81 0.81 4.07 NA NA 0.10 0.81 0.10 0.10 0.10 0.24 0.10 0.33 0.21 0.52 4.07 0.40 0.10 0.10 0.20 0.20 0.00
Yield(%) 0.00 1.19 0.66 0.48 0.67 1.11 0.85 0.10 1.17 0.54 0.18 0.20 0.24 0.45 0.63 0.72 0.11 2.77 5.21 4.12 0.00 0.00 0.38 0.24
Data as of 02/16/2018, Common starting date is 11/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SAMLX (RIDGEWORTH SEIX LIMITED DURATION FUND I SHARES) 0.06%
Jan 2003 – Jan 2006
0.42%
Jan 2011 – Jan 2016
0.60%
Jan 2008 – Jan 2018
1.03%
Dec 2002 – Dec 2017
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SAMLX (RIDGEWORTH SEIX LIMITED DURATION FUND I SHARES) 3.27%
May 2005 – May 2008
2.20%
Jan 2006 – Jan 2011
1.32%
Jun 2005 – Jun 2015
1.03%
Dec 2002 – Dec 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return