Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSBTX (Ridgeworth Fds Short-Term Bond Fund Class) | NA | -2.27% | 0.34% | 1.05% | 0.85% | 1.38% | 1.83% | … | … |
Data as of 12/22/2022, Common starting date is 03/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSBTX (Ridgeworth Fds Short-Term Bond Fund Class) | 03/30/1993 | 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 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | -2.27 | 0.34 | 1.05 | 0.85 | 1.38 | 1.83 | … | … | -2.91 | -0.21 | 3.85 | 3.29 | 1.11 | 0.57 | 0.91 | 0.32 | 0.59 | 0.76 | 2.64 | 1.82 | 3.28 | 5.51 | -1.31 | 6.09 | 5.27 | 1.66 | 0.99 | 2.26 | 2.58 | 7.53 | 7.63 | 0.93 | 6.85 | 6.79 | 3.92 | 11.60 | -0.03 | 3.48 |
| Sharpe Ratio | NA | -1.44 | -0.16 | 0.11 | 0.23 | NA | NA | … | … | -1.71 | -0.23 | 3.22 | 1.22 | -0.21 | -0.07 | 0.62 | 0.23 | 0.62 | 0.74 | 2.82 | 1.25 | 2.05 | 2.70 | -0.67 | 1.60 | 1.03 | -0.35 | 0.02 | 0.88 | 0.54 | 1.65 | 1.42 | -0.86 | 1.32 | 1.29 | 0.14 | 2.70 | -1.11 | 1.15 |
| Standard Deviation(%) | NA | 2.57 | 1.69 | 1.56 | 1.33 | NA | NA | … | … | 2.53 | 1.01 | 1.12 | 1.54 | 1.08 | 0.93 | 1.13 | 1.26 | 0.93 | 0.98 | 0.92 | 1.44 | 1.56 | 2.01 | 3.32 | 1.92 | 1.92 | 1.45 | 1.57 | 1.79 | 2.73 | 3.21 | 2.52 | 2.68 | 2.68 | 2.52 | 3.00 | 2.87 | 2.70 | 2.19 |
| Draw Down(%) | NA | 4.64 | 4.90 | 4.90 | 4.90 | NA | NA | … | … | 4.64 | 0.90 | 0.59 | 0.80 | 0.78 | 0.78 | 1.06 | 0.69 | 0.63 | 1.00 | 0.30 | 0.96 | 1.34 | 2.10 | 5.77 | 0.61 | 0.52 | 0.75 | 1.54 | 1.06 | 2.26 | 2.54 | 0.98 | 1.65 | 1.03 | 1.30 | 2.31 | 1.09 | 2.67 | 0.93 |
| Yield(%) | 0.10 | 1.75 | 1.13 | 1.40 | 1.16 | 1.50 | 1.93 | … | … | 1.19 | 1.05 | 0.97 | 1.94 | 1.70 | 1.17 | 0.81 | 0.62 | 0.79 | 1.35 | 1.61 | 2.21 | 2.15 | 0.50 | 3.89 | 4.61 | 4.24 | 3.06 | 2.38 | 2.44 | 3.80 | 5.17 | 5.76 | 5.14 | 5.58 | 5.60 | 5.56 | 5.91 | 4.64 | 3.24 |
Data as of 12/22/2022, Common starting date is 03/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBTX (Ridgeworth Fds Short-Term Bond Fund Class) |
-0.19%
Oct 2019 – Oct 2022 |
0.44%
Apr 2013 – Apr 2018 |
0.71%
Oct 2012 – Oct 2022 |
1.33%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBTX (Ridgeworth Fds Short-Term Bond Fund Class) |
7.39%
Dec 1994 – Dec 1997 |
6.48%
Sep 1996 – Sep 2001 |
5.20%
May 1993 – May 2003 |
4.55%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart