Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCCTX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY I SHARES) | NA | 0.45% | 3.77% | 3.85% | 6.05% | 4.82% | NA | 4.86% |
Data as of 11/13/2018, AR inception is 11/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCCTX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY I SHARES) | 11/07/2003 | 11/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 0.45 | 3.77 | 3.85 | 6.05 | 4.82 | NA | 4.86 | -0.97 | 9.20 | 3.53 | 0.06 | 6.28 | 7.93 | 8.22 | 3.34 | 9.06 | 13.60 | -9.73 | 7.17 | 6.31 | 3.20 | 6.10 | 1.68 |
| Sharpe Ratio | NA | -0.19 | 0.74 | 0.78 | 1.08 | NA | NA | 0.78 | -0.54 | 3.21 | 0.68 | 0.01 | 1.51 | 1.78 | 2.04 | 0.44 | 1.67 | 1.83 | -1.24 | 0.98 | 0.91 | 0.32 | 1.45 | 3.09 |
| Standard Deviation(%) | NA | 4.20 | 4.19 | 4.43 | 5.38 | NA | NA | 5.16 | 4.42 | 2.68 | 4.88 | 5.56 | 4.15 | 4.43 | 4.05 | 7.50 | 5.36 | 7.38 | 8.54 | 4.26 | 3.33 | 3.23 | 3.55 | 3.80 |
| Draw Down(%) | NA | 4.69 | 5.95 | 6.86 | 6.86 | NA | NA | 15.06 | 4.69 | 1.05 | 3.94 | 5.10 | 2.91 | 4.38 | 3.08 | 6.00 | 3.81 | 6.63 | 14.40 | 2.34 | 2.20 | 2.12 | 4.04 | 0.82 |
| Yield(%) | 0.00 | 8.13 | 6.12 | 5.90 | 5.36 | 4.71 | 3.55 | 4.73 | 1.16 | 10.68 | 2.87 | 4.94 | 4.91 | 6.93 | 3.65 | 4.20 | 3.85 | 1.00 | 2.48 | 6.24 | 5.17 | 3.60 | 3.00 | 0.00 |
Data as of 11/13/2018, AR inception is 11/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCCTX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY I SHARES) |
-0.70%
Feb 2006 - Feb 2009 |
1.25%
Feb 2004 - Feb 2009 |
4.71%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCCTX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY I SHARES) |
11.58%
Feb 2009 - Feb 2012 |
9.65%
Feb 2009 - Feb 2014 |
5.90%
Oct 2008 - Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart