Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SGTEX (RIDGEWORTH SEIX GEORGIA TAX-EXEMPT BOND FUND A SHARES) NA 2.63% 1.14% 2.50% 3.22% 2.99% 3.27%
Data as of 04/26/2019, Common starting date is 01/28/1994
More Performance Analytics Comparison
Name Start Date End Date
SGTEX (RIDGEWORTH SEIX GEORGIA TAX-EXEMPT BOND FUND A SHARES) 01/28/1994 04/26/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) 0.00 2.63 1.14 2.50 3.22 2.99 3.27 0.70 -0.03 4.42 0.05 3.10 8.82 -3.18 7.09 9.33 -0.08 8.44 -5.76 2.27 4.08 2.59 2.74 3.25 8.76 4.00 9.30 -2.50 5.48 7.96 2.88 12.93 -5.69
Sharpe Ratio NA 0.70 0.12 0.90 1.12 NA NA 0.39 -0.76 1.71 -0.06 1.44 4.30 -0.95 3.03 3.19 -0.05 2.54 -0.93 -0.29 0.35 0.17 0.46 0.69 2.35 0.64 2.54 -2.44 0.77 1.51 -0.14 2.62 -1.83
Standard Deviation(%) NA 1.60 2.26 2.19 2.59 NA NA 1.46 1.80 2.23 2.78 2.13 2.05 3.37 2.34 2.92 3.35 3.28 7.16 2.61 2.23 2.47 3.87 3.69 3.26 2.66 2.08 2.35 2.80 2.92 4.40 3.48 5.03
Draw Down(%) NA 1.56 5.94 5.94 8.21 NA NA 0.39 2.09 1.51 5.94 2.59 1.45 7.56 1.99 2.93 6.60 3.24 13.51 2.60 1.63 2.63 6.35 5.66 3.82 3.84 2.36 5.02 2.30 2.59 4.74 1.64 8.58
Yield(%) 0.00 5.12 3.92 3.47 3.29 3.17 3.34 2.55 3.15 3.31 3.85 2.41 2.76 2.76 3.20 3.58 3.33 0.65 0.86 3.48 3.70 3.32 5.22 3.49 3.39 3.67 3.99 3.98 3.99 4.20 4.00 4.51 3.30
Data as of 04/26/2019, Common starting date is 01/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGTEX (RIDGEWORTH SEIX GEORGIA TAX-EXEMPT BOND FUND A SHARES) -0.04%
Jan 2008 – Jan 2011
0.99%
Nov 2003 – Nov 2008
2.65%
Dec 2003 – Dec 2013
2.78%
Feb 2004 – Feb 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGTEX (RIDGEWORTH SEIX GEORGIA TAX-EXEMPT BOND FUND A SHARES) 8.27%
May 2000 – May 2003
5.90%
Mar 1994 – Mar 1999
5.42%
Nov 1994 – Nov 2004
4.38%
Nov 1994 – Nov 2009
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return