Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SASVX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND A SHARES) | -2.39% | -10.01% | -3.83% | -0.38% | -0.34% | 4.37% | 3.07% | 4.71% |
Data as of 07/11/2025, AR inception 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 | 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 (%) | 1.40 | -10.01 | -3.83 | -0.38 | -0.34 | 4.37 | 3.07 | 4.71 | -2.39 | -4.00 | 1.73 | -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 | -0.47 | -0.29 | -0.10 | -0.07 | NA | NA | 0.15 | -0.28 | -0.46 | -0.12 | -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 | -0.13 | 0.88 | -0.46 | 1.80 | 6.39 |
| Standard Deviation(%) | NA | 27.92 | 24.74 | 24.27 | 23.54 | NA | NA | 23.22 | 26.74 | 22.80 | 21.36 | 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 | 36.30 | 37.65 | 54.20 | 54.20 | NA | NA | 56.59 | 24.86 | 19.95 | 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 | 0.93 | 1.71 | 1.47 | 5.98 | 8.60 | 5.81 | 7.83 | 0.00 | 0.97 | 3.76 | 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 07/11/2025, AR inception 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 |
-1.16%
Apr 2015 - Apr 2025 |
2.90%
Apr 2010 - Apr 2025 |
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 |
8.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart