Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCATX (RIDGEWORTH INNOVATIVE GROWTH STOCK FUND I SHARES) | 9.82% | 25.43% | 30.64% | 5.92% | 15.56% | 15.95% | 12.67% | 12.30% |
Data as of 07/10/2025, AR inception is 03/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCATX (RIDGEWORTH INNOVATIVE GROWTH STOCK FUND I SHARES) | 03/02/2004 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 25.43 | 30.64 | 5.92 | 15.56 | 15.95 | 12.67 | 12.30 | 9.82 | 35.81 | 65.58 | -57.04 | -9.93 | 119.67 | 37.02 | 10.80 | 34.23 | -2.17 | 7.20 | 2.22 | 59.79 | 7.85 | -10.41 | 21.71 | 56.24 | -45.12 | 23.30 | 5.46 | 7.28 | 6.47 |
| Sharpe Ratio | NA | 0.79 | 0.92 | 0.14 | 0.44 | NA | NA | 0.38 | 0.55 | 1.23 | 2.29 | -1.00 | -0.29 | 2.85 | 1.54 | 0.32 | 2.32 | -0.11 | 0.36 | 0.10 | 3.59 | 0.41 | -0.33 | 0.97 | 1.92 | -1.00 | 1.04 | 0.13 | 0.37 | 0.40 |
| Standard Deviation(%) | NA | 32.36 | 32.16 | 37.86 | 32.71 | NA | NA | 28.63 | 37.93 | 23.77 | 27.09 | 58.47 | 34.08 | 41.60 | 23.15 | 30.22 | 14.52 | 20.64 | 19.77 | 21.42 | 16.67 | 19.10 | 31.47 | 22.30 | 29.21 | 46.14 | 19.57 | 16.71 | 13.85 | 16.75 |
| Draw Down(%) | NA | 30.26 | 32.79 | 66.92 | 66.92 | NA | NA | 66.92 | 28.91 | 13.85 | 20.23 | 59.18 | 32.46 | 35.91 | 19.72 | 30.57 | 7.54 | 24.22 | 15.74 | 18.59 | 6.24 | 17.87 | 29.17 | 16.00 | 22.29 | 55.71 | 11.19 | 17.65 | 12.71 | 16.12 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.45 | 4.06 | 6.53 | 5.83 | 5.82 | 0.00 | 0.00 | 0.00 | 1.82 | 0.00 | 0.00 | 0.00 | 6.36 | 12.11 | 15.92 | 7.30 | 3.14 | 12.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.56 | 0.14 | 0.16 | 0.00 |
Data as of 07/10/2025, AR inception is 03/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCATX (RIDGEWORTH INNOVATIVE GROWTH STOCK FUND I SHARES) |
-15.78%
Feb 2006 - Feb 2009 |
-1.56%
Oct 2007 - Oct 2012 |
6.38%
Feb 2006 - Feb 2016 |
7.86%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCATX (RIDGEWORTH INNOVATIVE GROWTH STOCK FUND I SHARES) |
49.40%
Dec 2017 - Dec 2020 |
39.38%
Feb 2016 - Feb 2021 |
23.81%
Sep 2011 - Sep 2021 |
17.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart