Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAMVX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND A SHARES) | 1.62% | -3.07% | 6.60% | 4.63% | 4.05% | 7.46% | 6.97% | 8.15% |
Data as of 07/11/2025, AR inception is 10/29/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAMVX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND A SHARES) | 10/29/2003 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | -3.07 | 6.60 | 4.63 | 4.05 | 7.46 | 6.97 | 8.15 | 1.62 | 2.38 | 10.61 | -19.45 | 8.15 | -3.56 | 32.68 | -8.25 | 11.23 | 19.73 | -6.14 | 10.95 | 31.12 | 21.38 | -7.44 | 27.22 | 45.39 | -35.46 | 4.53 | 21.61 | 9.17 | 19.69 | 8.74 |
| Sharpe Ratio | NA | -0.26 | 0.17 | 0.12 | 0.13 | NA | NA | 0.32 | 0.00 | -0.24 | 0.43 | -0.85 | 0.36 | -0.10 | 2.46 | -0.67 | 1.34 | 1.19 | -0.39 | 0.89 | 2.38 | 1.39 | -0.26 | 1.24 | 1.55 | -0.82 | 0.10 | 1.63 | 0.64 | 1.76 | 6.98 |
| Standard Deviation(%) | NA | 24.33 | 19.47 | 20.68 | 21.04 | NA | NA | 21.26 | 25.98 | 17.89 | 14.75 | 24.54 | 22.52 | 39.56 | 12.72 | 14.33 | 7.96 | 16.44 | 15.87 | 12.35 | 13.07 | 15.44 | 28.60 | 21.93 | 29.25 | 44.06 | 15.77 | 11.34 | 10.89 | 10.66 | 9.00 |
| Draw Down(%) | NA | 27.64 | 27.64 | 39.76 | 45.41 | NA | NA | 54.93 | 22.25 | 13.74 | 11.99 | 30.16 | 16.92 | 45.41 | 6.50 | 19.88 | 5.09 | 12.85 | 15.95 | 11.50 | 7.73 | 12.00 | 30.77 | 18.46 | 26.45 | 50.08 | 11.87 | 9.48 | 8.39 | 7.13 | 2.24 |
| Yield(%) | 0.00 | 0.78 | 0.88 | 0.74 | 4.89 | 7.58 | 7.02 | 8.97 | 0.00 | 0.89 | 1.00 | 0.55 | 0.00 | 0.68 | 7.12 | 11.48 | 18.89 | 5.34 | 5.89 | 10.22 | 14.32 | 1.72 | 9.29 | 7.76 | 0.62 | 0.80 | 19.37 | 18.46 | 11.27 | 0.72 | 0.15 |
Data as of 07/11/2025, AR inception is 10/29/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMVX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND A SHARES) |
-12.68%
Feb 2006 - Feb 2009 |
-2.73%
Feb 2004 - Feb 2009 |
2.90%
Apr 2015 - Apr 2025 |
5.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMVX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND A SHARES) |
30.39%
Feb 2009 - Feb 2012 |
26.33%
Feb 2009 - Feb 2014 |
16.50%
Feb 2009 - Feb 2019 |
11.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart