Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAMZX (RIDGEWORTH SEIX TOTAL RETURN BOND FUND IS) | -0.23% | 4.77% | 3.45% | -0.09% | 1.65% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAMZX (RIDGEWORTH SEIX TOTAL RETURN BOND FUND IS) | 08/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.77 | 3.45 | -0.09 | 1.65 | NA | NA | … | … | -0.23 | 7.04 | 1.27 | 4.82 | -13.35 | -1.07 | 11.31 | 7.17 | -0.17 | 2.83 | 3.15 | 0.34 | 1.26 |
| Sharpe Ratio | NA | 0.65 | 0.11 | -0.44 | 0.02 | NA | NA | … | … | -0.60 | 0.93 | -0.43 | 0.16 | -2.00 | -0.32 | 2.17 | 1.52 | -0.50 | 0.77 | 0.91 | 0.08 | 1.10 |
| Standard Deviation(%) | NA | 3.90 | 5.38 | 5.88 | 4.91 | NA | NA | … | … | 4.21 | 4.47 | 5.50 | 7.19 | 7.43 | 3.46 | 5.08 | 3.75 | 3.12 | 2.85 | 3.21 | 3.94 | 2.77 |
| Draw Down(%) | NA | 3.06 | 6.23 | 17.73 | 17.73 | NA | NA | … | … | 3.06 | 2.65 | 4.15 | 7.62 | 16.83 | 3.65 | 5.05 | 2.30 | 3.22 | 1.65 | 4.14 | 3.18 | 1.40 |
| Yield(%) | 0.00 | 3.98 | 4.06 | 3.10 | 2.91 | 2.23 | 1.67 | … | … | 1.37 | 4.51 | 4.29 | 3.63 | 2.96 | 1.44 | 3.18 | 2.20 | 2.20 | 2.52 | 3.72 | 2.23 | 0.60 |
Data as of 06/03/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMZX (RIDGEWORTH SEIX TOTAL RETURN BOND FUND IS) |
-5.22%
Oct 2020 – Oct 2023 |
-1.09%
Jul 2020 – Jul 2025 |
1.26%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMZX (RIDGEWORTH SEIX TOTAL RETURN BOND FUND IS) |
6.63%
Jul 2018 – Jul 2021 |
4.78%
Dec 2015 – Dec 2020 |
2.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart