Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMVZX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND IS) | 18.93% | 41.42% | 20.29% | 9.88% | 11.35% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMVZX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND IS) | 08/01/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 41.42 | 20.29 | 9.88 | 11.35 | NA | NA | … | … | 18.93 | 17.83 | 9.95 | 11.18 | -13.72 | 29.50 | -0.96 | 33.30 | -7.82 | 11.97 | 20.44 | -5.53 | 6.48 |
| Sharpe Ratio | NA | 2.67 | 1.03 | 0.41 | 0.50 | NA | NA | … | … | 3.05 | 0.71 | 0.42 | 0.51 | -0.64 | 1.98 | -0.03 | 2.51 | -0.64 | 1.43 | 1.23 | -0.35 | 1.18 |
| Standard Deviation(%) | NA | 15.21 | 17.36 | 18.44 | 19.80 | NA | NA | … | … | 17.62 | 21.05 | 15.10 | 14.80 | 23.83 | 14.89 | 39.54 | 12.68 | 14.33 | 7.93 | 16.38 | 15.89 | 13.79 |
| Draw Down(%) | NA | 7.15 | 22.48 | 25.30 | 45.34 | NA | NA | … | … | 7.15 | 22.18 | 9.26 | 11.89 | 25.30 | 6.06 | 45.34 | 6.39 | 19.78 | 5.09 | 12.73 | 15.69 | 11.09 |
| Yield(%) | 0.00 | 17.28 | 10.07 | 8.75 | 9.68 | 6.92 | 5.19 | … | … | 0.00 | 17.18 | 8.36 | 1.46 | 5.61 | 20.50 | 2.48 | 7.51 | 11.80 | 19.22 | 6.00 | 6.56 | 9.94 |
Data as of 06/05/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVZX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND IS) |
-4.82%
Mar 2017 – Mar 2020 |
0.53%
Mar 2015 – Mar 2020 |
6.89%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVZX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND IS) |
21.68%
May 2023 – May 2026 |
14.26%
Mar 2020 – Mar 2025 |
12.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart