Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SMVTX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND I SHARES) | -2.08% | -4.03% | 5.29% | 4.47% | 3.77% | 7.45% | 7.30% | 7.23% |
Data as of 06/25/2025, AR inception is 12/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMVTX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND I SHARES) | 12/19/2001 | 06/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | -4.03 | 5.29 | 4.47 | 3.77 | 7.45 | 7.30 | 7.23 | -2.08 | 2.72 | 10.94 | -19.05 | 8.72 | -3.21 | 33.14 | -8.00 | 11.76 | 20.08 | -5.92 | 11.26 | 31.46 | 21.78 | -7.22 | 27.64 | 45.56 | -35.33 | 4.84 | 21.96 | 9.47 | 19.66 | 28.66 | -23.31 | 3.29 |
| Sharpe Ratio | NA | -0.39 | 0.07 | 0.07 | 0.10 | NA | NA | 0.28 | -0.39 | -0.22 | 0.46 | -0.84 | 0.39 | -0.09 | 2.49 | -0.65 | 1.40 | 1.21 | -0.37 | 0.91 | 2.41 | 1.42 | -0.25 | 1.25 | 1.55 | -0.82 | 0.12 | 1.66 | 0.67 | 1.74 | 1.87 | -0.97 | 24.89 |
| Standard Deviation(%) | NA | 24.22 | 19.78 | 20.67 | 20.96 | NA | NA | 21.26 | 27.16 | 17.75 | 14.68 | 24.54 | 22.24 | 39.36 | 12.72 | 14.32 | 7.99 | 16.38 | 15.97 | 12.38 | 13.04 | 15.46 | 28.62 | 22.02 | 29.25 | 44.01 | 15.82 | 11.32 | 10.89 | 10.76 | 14.99 | 25.23 | 8.83 |
| Draw Down(%) | NA | 27.44 | 27.44 | 39.35 | 45.45 | NA | NA | 54.72 | 22.16 | 13.57 | 11.96 | 29.91 | 16.65 | 45.45 | 6.48 | 19.70 | 5.10 | 12.81 | 15.85 | 11.38 | 7.66 | 11.93 | 30.69 | 18.40 | 26.45 | 49.92 | 11.78 | 9.45 | 8.37 | 7.21 | 16.00 | 39.11 | 0.47 |
| Yield(%) | 0.00 | 1.01 | 1.11 | 1.03 | 4.97 | 7.76 | 7.53 | 7.94 | 0.00 | 1.11 | 1.27 | 0.70 | 0.37 | 0.80 | 7.34 | 11.65 | 19.03 | 5.64 | 6.20 | 10.44 | 14.52 | 2.02 | 9.49 | 7.95 | 0.69 | 1.00 | 19.57 | 18.69 | 11.58 | 0.54 | 0.00 | 0.00 | 0.05 |
Data as of 06/25/2025, AR inception is 12/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVTX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND I SHARES) |
-12.45%
Feb 2006 - Feb 2009 |
-2.51%
Feb 2004 - Feb 2009 |
3.29%
Apr 2015 - Apr 2025 |
5.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVTX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND I SHARES) |
30.70%
Feb 2009 - Feb 2012 |
26.65%
Feb 2009 - Feb 2014 |
16.83%
Feb 2009 - Feb 2019 |
12.50%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart