Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGILX (RIDGEWORTH GROWTH ALLOCATION STRATEGY C SHARES) | NA | -1.75% | 3.13% | 3.53% | 5.88% | NA | NA | … | … |
Data as of 11/13/2018, Common starting date is 04/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGILX (RIDGEWORTH GROWTH 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 (%) | 0.58 | -1.75 | 3.13 | 3.53 | 5.88 | NA | NA | … | … | -1.89 | 7.61 | 3.94 | -0.76 | 5.94 | 19.76 | 11.13 | -3.12 | 12.05 | 23.65 | -39.10 | 7.14 | 10.41 | 6.83 |
| Sharpe Ratio | NA | -0.14 | 0.17 | 0.24 | 0.37 | NA | NA | … | … | -0.36 | 0.34 | 0.35 | -0.07 | 0.64 | 2.21 | 1.11 | -0.17 | 0.89 | 1.24 | -1.34 | 0.36 | 0.90 | 1.07 |
| Standard Deviation(%) | NA | 21.93 | 14.69 | 13.12 | 15.26 | NA | NA | … | … | 9.53 | 20.91 | 10.64 | 11.87 | 9.29 | 8.91 | 10.03 | 18.66 | 13.40 | 19.03 | 29.85 | 11.61 | 7.97 | 7.22 |
| Draw Down(%) | NA | 18.77 | 18.77 | 18.77 | 28.17 | NA | NA | … | … | 9.67 | 13.94 | 10.04 | 9.99 | 6.70 | 6.15 | 8.62 | 17.64 | 10.96 | 18.71 | 41.16 | 7.63 | 7.26 | 4.10 |
| Yield(%) | 0.00 | 16.88 | 10.16 | 9.23 | 7.08 | 4.81 | 3.61 | … | … | 3.31 | 14.88 | 7.19 | 8.48 | 6.26 | 14.66 | 0.85 | 1.36 | 1.71 | 0.88 | 0.69 | 10.67 | 4.02 | 1.15 |
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 |
|---|---|---|---|---|
| SGILX (RIDGEWORTH GROWTH ALLOCATION STRATEGY C SHARES) |
-14.77%
Feb 2006 – Feb 2009 |
-3.42%
May 2007 – May 2012 |
2.14%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGILX (RIDGEWORTH GROWTH ALLOCATION STRATEGY C SHARES) |
18.00%
Feb 2009 – Feb 2012 |
15.49%
Feb 2009 – Feb 2014 |
5.29%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart