Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFRZX (RIDGEWORTH SEIX FLOATING RATE HIGH INCOME FUND IS SHARES) | 2.01% | 6.79% | 8.66% | 6.18% | 5.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFRZX (RIDGEWORTH SEIX FLOATING RATE HIGH INCOME FUND IS SHARES) | 02/04/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.79 | 8.66 | 6.18 | 5.09 | NA | NA | … | … | 2.01 | 5.98 | 9.63 | 12.20 | -0.75 | 5.57 | 0.63 | 6.75 | 0.21 | 3.97 | 11.26 | -1.46 |
| Sharpe Ratio | NA | 1.99 | 1.85 | 1.20 | 0.88 | NA | NA | … | … | 1.00 | 1.07 | 1.83 | 2.54 | -0.65 | 3.97 | 0.04 | 2.23 | -0.57 | 2.33 | 4.62 | -0.72 |
| Standard Deviation(%) | NA | 2.51 | 3.10 | 3.04 | 3.97 | NA | NA | … | … | 2.47 | 2.91 | 3.29 | 3.40 | 3.38 | 1.40 | 9.78 | 2.37 | 2.07 | 1.43 | 2.39 | 2.27 |
| Draw Down(%) | NA | 0.69 | 2.87 | 5.51 | 20.77 | NA | NA | … | … | 0.69 | 2.87 | 1.01 | 1.65 | 5.51 | 0.48 | 20.77 | 1.06 | 3.93 | 0.57 | 2.51 | 5.33 |
| Yield(%) | 0.00 | 6.92 | 8.83 | 7.13 | 5.75 | 4.16 | 3.12 | … | … | 2.35 | 7.72 | 10.47 | 9.30 | 5.11 | 3.77 | 3.97 | 5.46 | 5.01 | 4.35 | 5.20 | 4.27 |
Data as of 06/04/2026, Common starting date is 02/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFRZX (RIDGEWORTH SEIX FLOATING RATE HIGH INCOME FUND IS SHARES) |
-1.57%
Mar 2017 – Mar 2020 |
0.75%
Mar 2015 – Mar 2020 |
4.34%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFRZX (RIDGEWORTH SEIX FLOATING RATE HIGH INCOME FUND IS SHARES) |
9.66%
Sep 2022 – Sep 2025 |
8.38%
Mar 2020 – Mar 2025 |
5.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart