Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLAAX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY A SHARES) | NA | 8.73% | 3.61% | 8.36% | 0.50% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 10/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLAAX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY A SHARES) | 10/22/2003 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.73 | 3.61 | 8.36 | 0.50 | NA | NA | … | … | 5.27 | 4.48 | -0.05 | 6.83 | 23.90 | 12.94 | -6.02 | 15.79 | 28.74 | -52.34 | 8.36 | 13.93 | 5.39 | 12.75 | 7.91 |
| Sharpe Ratio | NA | 1.84 | 0.31 | 0.76 | 0.01 | NA | NA | … | … | 1.84 | 0.35 | -0.01 | 0.64 | 2.36 | 0.99 | -0.23 | 0.83 | 1.12 | -1.14 | 0.35 | 1.00 | 0.33 | 1.14 | 5.64 |
| Standard Deviation(%) | NA | 4.45 | 10.90 | 10.74 | 23.62 | NA | NA | … | … | 3.14 | 12.21 | 13.46 | 10.63 | 10.11 | 13.15 | 25.86 | 18.95 | 25.69 | 46.67 | 15.29 | 10.66 | 9.75 | 10.34 | 8.60 |
| Draw Down(%) | NA | 1.81 | 15.87 | 15.87 | 64.30 | NA | NA | … | … | 1.33 | 11.46 | 10.78 | 7.70 | 6.44 | 11.52 | 24.07 | 15.45 | 24.65 | 54.50 | 10.01 | 9.84 | 7.04 | 8.31 | 2.30 |
| Yield(%) | 0.00 | 9.92 | 14.24 | 13.58 | 5.61 | 6.38 | 4.78 | … | … | 0.00 | 10.20 | 22.04 | 19.06 | 18.12 | 1.00 | 1.37 | 0.96 | 1.14 | 0.00 | 17.90 | 3.83 | 2.22 | 0.78 | 0.29 |
Data as of 10/31/2017, Common starting date is 10/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLAAX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY A SHARES) |
-21.78%
Feb 2006 – Feb 2009 |
-10.58%
Feb 2004 – Feb 2009 |
0.77%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLAAX (RIDGEWORTH AGGRESSIVE GROWTH ALLOCATION STRATEGY A SHARES) |
22.36%
Feb 2009 – Feb 2012 |
18.74%
Feb 2009 – Feb 2014 |
3.82%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart