Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCETX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND I SHARES) | -2.37% | -11.82% | -4.09% | -0.28% | 0.52% | 4.82% | 3.54% | 6.15% |
Data as of 07/22/2025, AR inception is 02/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCETX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND I SHARES) | 02/20/1997 | 07/22/2025 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.20 | -11.82 | -4.09 | -0.28 | 0.52 | 4.82 | 3.54 | 6.15 | -2.37 | -2.34 | 3.26 | -25.96 | 8.23 | -0.09 | 17.61 | -12.81 | 10.31 | 29.07 | -5.32 | 2.65 | 35.13 | 16.81 | -3.65 | 28.79 | 35.04 | -33.81 | 1.02 | 16.15 | -8.88 | 25.48 | 36.93 | -1.74 | 21.20 | 17.95 | -2.71 | -13.45 | 25.04 |
| Sharpe Ratio | NA | -0.56 | -0.25 | -0.09 | -0.04 | NA | NA | 0.21 | -0.31 | -0.41 | -0.05 | -0.97 | 0.35 | -0.01 | 1.00 | -0.87 | 0.86 | 1.75 | -0.36 | 0.19 | 2.50 | 1.08 | -0.12 | 1.41 | 1.14 | -0.80 | -0.11 | 0.90 | -0.45 | 1.83 | 2.64 | -0.15 | 1.25 | 0.84 | -0.52 | -1.11 | 2.58 |
| Standard Deviation(%) | NA | 27.00 | 24.14 | 23.76 | 23.27 | NA | NA | 21.43 | 26.39 | 21.90 | 20.98 | 28.42 | 23.16 | 41.46 | 16.17 | 16.38 | 11.30 | 16.47 | 14.83 | 14.09 | 14.02 | 15.65 | 29.46 | 20.33 | 30.76 | 43.34 | 17.41 | 14.32 | 24.55 | 13.44 | 13.75 | 18.82 | 15.42 | 16.51 | 11.39 | 15.11 | 10.07 |
| Draw Down(%) | NA | 35.27 | 35.27 | 51.40 | 51.40 | NA | NA | 56.34 | 24.72 | 18.87 | 13.95 | 28.45 | 19.57 | 46.41 | 11.10 | 25.43 | 9.60 | 9.08 | 12.74 | 14.45 | 6.45 | 12.03 | 25.57 | 15.28 | 26.69 | 49.62 | 14.17 | 13.64 | 20.13 | 8.71 | 13.74 | 23.83 | 16.02 | 11.87 | 16.38 | 37.51 | 7.12 |
| Yield(%) | 0.00 | 0.89 | 0.94 | 1.02 | 5.94 | 8.41 | 5.80 | 9.70 | 0.00 | 0.97 | 0.71 | 1.08 | 1.08 | 0.51 | 6.25 | 14.00 | 16.31 | 6.74 | 25.99 | 16.69 | 5.50 | 5.04 | 5.75 | 1.50 | 0.00 | 1.17 | 28.50 | 26.39 | 0.56 | 9.00 | 0.48 | 0.49 | 1.20 | 1.68 | 1.22 | 5.99 | 7.16 |
Data as of 07/22/2025, AR inception is 02/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCETX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND I SHARES) |
-15.65%
Feb 2006 - Feb 2009 |
-6.60%
Feb 2004 - Feb 2009 |
-0.38%
Apr 2015 - Apr 2025 |
3.54%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCETX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND I SHARES) |
29.04%
Feb 2009 - Feb 2012 |
25.09%
Feb 2009 - Feb 2014 |
15.63%
Feb 2009 - Feb 2019 |
11.46%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart