Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLMTX (RIDGEWORTH SEIX U.S. MORTGAGE FUND I SHARES) | NA | -6.45% | -1.80% | 0.26% | 1.05% | 2.30% | 2.44% | … | … |
Data as of 12/22/2022, Common starting date is 07/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLMTX (RIDGEWORTH SEIX U.S. MORTGAGE FUND I SHARES) | 07/28/1994 | 12/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | -6.45 | -1.80 | 0.26 | 1.05 | 2.30 | 2.44 | … | … | -7.73 | -0.57 | 2.71 | 6.13 | 0.52 | 2.29 | 1.48 | 1.42 | 6.58 | -2.12 | 2.80 | 6.69 | 6.05 | 2.16 | 6.04 | 5.50 | 4.07 | 1.56 | 2.37 | 1.11 | 7.29 | 7.40 | 8.61 | 1.26 | 6.91 | 6.75 | 4.55 | 12.16 | 0.10 |
| Sharpe Ratio | NA | -0.95 | -0.46 | -0.15 | 0.14 | NA | NA | … | … | -1.12 | -0.24 | 0.95 | 2.32 | -0.31 | 0.73 | 0.64 | 0.50 | 2.30 | -0.59 | 1.59 | 2.17 | 2.10 | 0.72 | 0.29 | 1.16 | 0.43 | -0.34 | 0.52 | 0.13 | 2.21 | 1.56 | 1.66 | -0.65 | 1.23 | 1.31 | 0.38 | 2.78 | -0.90 |
| Standard Deviation(%) | NA | 8.30 | 5.16 | 4.28 | 3.60 | NA | NA | … | … | 8.27 | 2.50 | 2.61 | 2.04 | 2.60 | 2.30 | 2.00 | 2.78 | 2.86 | 3.66 | 1.74 | 3.06 | 2.83 | 2.85 | 17.83 | 2.15 | 1.83 | 1.79 | 2.71 | 3.12 | 2.80 | 3.31 | 2.75 | 3.04 | 2.92 | 2.46 | 2.75 | 2.99 | 3.55 |
| Draw Down(%) | NA | 13.10 | 14.21 | 14.21 | 14.21 | NA | NA | … | … | 13.10 | 2.45 | 2.69 | 0.71 | 2.46 | 1.27 | 2.99 | 1.66 | 1.00 | 4.40 | 0.74 | 1.55 | 2.48 | 1.96 | 12.72 | 0.71 | 0.61 | 1.15 | 2.84 | 3.49 | 1.74 | 2.15 | 1.37 | 1.66 | 1.54 | 1.12 | 1.52 | 0.88 | 2.19 |
| Yield(%) | 0.12 | 4.66 | 2.40 | 2.43 | 2.21 | 2.48 | 2.70 | … | … | 3.37 | 2.59 | 1.21 | 2.31 | 2.46 | 2.19 | 2.12 | 1.77 | 2.34 | 1.74 | 1.70 | 2.37 | 2.50 | 0.48 | 4.47 | 4.95 | 4.47 | 3.97 | 3.40 | 2.72 | 4.42 | 4.62 | 5.86 | 5.28 | 6.62 | 5.97 | 5.86 | 6.80 | 2.63 |
Data as of 12/22/2022, Common starting date is 07/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLMTX (RIDGEWORTH SEIX U.S. MORTGAGE FUND I SHARES) |
-3.21%
Oct 2019 – Oct 2022 |
-0.65%
Oct 2017 – Oct 2022 |
0.57%
Oct 2012 – Oct 2022 |
2.04%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLMTX (RIDGEWORTH SEIX U.S. MORTGAGE FUND I SHARES) |
9.85%
Jun 2008 – Jun 2011 |
6.71%
Jun 2008 – Jun 2013 |
5.79%
Dec 1994 – Dec 2004 |
5.25%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart