Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SASVX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND A SHARES) | 16.22% | 29.01% | 13.24% | -1.11% | 3.64% | 5.63% | 5.44% | … | … |
Data as of 06/03/2026, Common starting date is 10/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SASVX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND A SHARES) | 10/22/2003 | 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 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 29.01 | 13.24 | -1.11 | 3.64 | 5.63 | 5.44 | … | … | 16.22 | 1.05 | 8.13 | 14.03 | -27.11 | 7.03 | -0.43 | 17.25 | -13.09 | 10.07 | 28.69 | -5.65 | 2.36 | 34.72 | 16.48 | -3.93 | 28.36 | 34.85 | -33.94 | 0.78 | 15.78 | -9.18 | 25.16 | 11.27 |
| Sharpe Ratio | NA | 1.44 | 0.52 | -0.17 | 0.09 | NA | NA | … | … | 2.14 | -0.08 | 0.26 | 0.58 | -0.99 | 0.30 | -0.02 | 0.98 | -0.88 | 0.83 | 1.72 | -0.38 | 0.17 | 2.48 | 1.06 | -0.13 | 1.39 | 1.13 | -0.80 | -0.14 | 0.87 | -0.46 | 1.80 | 6.39 |
| Standard Deviation(%) | NA | 17.96 | 19.58 | 22.63 | 22.84 | NA | NA | … | … | 18.74 | 22.92 | 17.35 | 18.16 | 28.89 | 23.75 | 41.59 | 16.17 | 16.45 | 11.37 | 16.53 | 14.90 | 14.08 | 13.99 | 15.63 | 29.47 | 20.41 | 30.81 | 43.28 | 17.48 | 14.35 | 24.64 | 13.42 | 11.67 |
| Draw Down(%) | NA | 11.94 | 29.01 | 42.61 | 48.94 | NA | NA | … | … | 11.94 | 24.86 | 10.79 | 14.12 | 29.48 | 20.25 | 46.49 | 11.12 | 25.49 | 9.68 | 9.15 | 12.79 | 14.46 | 6.50 | 12.08 | 25.56 | 15.40 | 26.81 | 49.65 | 14.31 | 13.69 | 20.21 | 8.74 | 2.53 |
| Yield(%) | 0.00 | 0.67 | 9.77 | 4.04 | 6.23 | 7.62 | 6.47 | … | … | 0.00 | 0.62 | 13.40 | 15.55 | 0.60 | 1.03 | 0.31 | 6.21 | 14.21 | 16.67 | 6.57 | 26.22 | 16.67 | 5.35 | 4.79 | 5.54 | 1.21 | 0.00 | 1.01 | 28.50 | 26.35 | 0.33 | 8.88 | 0.08 |
Data as of 06/03/2026, Common starting date is 10/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SASVX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND A SHARES) |
-15.85%
Feb 2006 – Feb 2009 |
-6.86%
Feb 2004 – Feb 2009 |
1.17%
Apr 2015 – Apr 2025 |
3.67%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SASVX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND A SHARES) |
28.74%
Feb 2009 – Feb 2012 |
24.75%
Feb 2009 – Feb 2014 |
15.31%
Feb 2009 – Feb 2019 |
9.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart