Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLTMX (RIDGEWORTH SEIX U.S. MORTGAGE FUND A SHARES) | NA | -6.75% | -2.05% | 0.03% | 0.83% | 2.11% | 2.23% | … | … |
Data as of 12/22/2022, Common starting date is 07/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLTMX (RIDGEWORTH SEIX U.S. MORTGAGE FUND A 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 (%) | 0.11 | -6.75 | -2.05 | 0.03 | 0.83 | 2.11 | 2.23 | … | … | -9.24 | -0.71 | 2.54 | 5.94 | 0.32 | 2.17 | 1.19 | 1.22 | 6.38 | -2.32 | 2.63 | 6.49 | 5.87 | 2.13 | 5.85 | 5.21 | 3.97 | 1.34 | 2.02 | 0.83 | 7.04 | 7.14 | 8.28 | 0.97 | 6.72 | 6.39 | 4.13 | 12.03 | -0.43 |
| Sharpe Ratio | NA | -0.95 | -0.49 | -0.20 | 0.08 | NA | NA | … | … | -1.31 | -0.30 | 0.89 | 2.22 | -0.40 | 0.67 | 0.48 | 0.42 | 2.21 | -0.65 | 1.51 | 2.11 | 2.02 | 0.72 | 0.27 | 1.01 | 0.35 | -0.49 | 0.40 | 0.04 | 2.15 | 1.46 | 1.58 | -0.76 | 1.14 | 1.19 | 0.23 | 2.81 | -1.32 |
| Standard Deviation(%) | NA | 8.59 | 5.32 | 4.38 | 3.67 | NA | NA | … | … | 8.25 | 2.49 | 2.59 | 2.04 | 2.55 | 2.31 | 2.02 | 2.83 | 2.88 | 3.64 | 1.72 | 3.07 | 2.86 | 2.85 | 17.87 | 2.17 | 1.92 | 1.71 | 2.69 | 3.10 | 2.77 | 3.34 | 2.69 | 2.98 | 2.97 | 2.39 | 2.76 | 2.91 | 3.38 |
| Draw Down(%) | NA | 14.57 | 14.85 | 14.85 | 14.85 | NA | NA | … | … | 14.57 | 2.64 | 2.69 | 0.71 | 2.59 | 1.29 | 3.03 | 1.69 | 1.09 | 4.48 | 0.72 | 1.57 | 2.50 | 1.96 | 12.81 | 0.63 | 0.61 | 1.23 | 2.84 | 3.55 | 1.65 | 2.08 | 1.30 | 1.85 | 1.54 | 1.14 | 1.49 | 0.88 | 2.54 |
| Yield(%) | 0.11 | 4.50 | 2.22 | 2.24 | 2.01 | 2.28 | 2.50 | … | … | 3.19 | 2.41 | 1.01 | 2.11 | 2.27 | 1.98 | 1.92 | 1.58 | 2.14 | 1.55 | 1.53 | 2.17 | 2.32 | 0.45 | 4.29 | 4.77 | 4.27 | 3.76 | 3.16 | 2.45 | 4.17 | 4.36 | 5.55 | 5.00 | 6.34 | 5.72 | 5.56 | 6.68 | 2.09 |
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 |
|---|---|---|---|---|
| SLTMX (RIDGEWORTH SEIX U.S. MORTGAGE FUND A SHARES) |
-3.45%
Oct 2019 – Oct 2022 |
-0.88%
Oct 2017 – Oct 2022 |
0.36%
Oct 2012 – Oct 2022 |
1.85%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLTMX (RIDGEWORTH SEIX U.S. MORTGAGE FUND A SHARES) |
9.72%
Jun 2008 – Jun 2011 |
6.56%
Jun 2008 – Jun 2013 |
5.50%
Dec 1994 – Dec 2004 |
5.01%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart