Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCCLX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY C SHARES) | NA | -0.63% | 2.72% | 2.82% | 5.08% | NA | NA | … | … |
Data as of 11/13/2018, Common starting date is 04/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCCLX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY C SHARES) | 04/25/2005 | 11/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | -0.63 | 2.72 | 2.82 | 5.08 | NA | NA | … | … | -1.76 | 8.07 | 2.55 | -0.90 | 5.22 | 6.82 | 7.17 | 2.30 | 8.00 | 13.11 | -10.47 | 6.13 | 5.20 | 3.12 |
| Sharpe Ratio | NA | -0.43 | 0.50 | 0.55 | 0.91 | NA | NA | … | … | -0.75 | 2.78 | 0.48 | -0.17 | 1.24 | 1.52 | 1.78 | 0.30 | 1.48 | 1.81 | -1.32 | 0.73 | 0.14 | 0.70 |
| Standard Deviation(%) | NA | 4.19 | 4.19 | 4.42 | 5.35 | NA | NA | … | … | 4.41 | 2.68 | 4.86 | 5.53 | 4.20 | 4.46 | 4.03 | 7.48 | 5.33 | 7.21 | 8.61 | 4.29 | 14.06 | 3.17 |
| Draw Down(%) | NA | 5.27 | 6.09 | 7.61 | 7.61 | NA | NA | … | … | 5.27 | 1.15 | 4.07 | 5.40 | 3.03 | 4.51 | 3.19 | 6.39 | 3.97 | 6.85 | 15.13 | 2.34 | 8.86 | 2.28 |
| Yield(%) | 0.00 | 7.54 | 5.22 | 5.03 | 4.39 | 3.54 | 2.65 | … | … | 1.17 | 9.75 | 1.79 | 4.03 | 3.92 | 5.99 | 2.68 | 3.28 | 2.91 | 0.77 | 1.98 | 5.25 | 4.55 | 2.57 |
Data as of 11/13/2018, Common starting date is 04/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCCLX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY C SHARES) |
-1.62%
Feb 2006 – Feb 2009 |
2.59%
Oct 2013 – Oct 2018 |
3.74%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCCLX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY C SHARES) |
10.68%
Feb 2009 – Feb 2012 |
8.68%
Feb 2009 – Feb 2014 |
4.94%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart