Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
STCEX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND C SHARES) 8.59% 8.14% 7.15% -1.79% 3.55% 4.29% 4.32%
Data as of 02/04/2026, Common starting date is 06/27/1997
More Performance Analytics Comparison
Name Start Date End Date
STCEX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND C SHARES) 06/27/1997 02/04/2026
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 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 0.00 8.14 7.15 -1.79 3.55 4.29 4.32 8.59 0.60 7.62 13.58 -30.52 3.70 -0.98 16.68 -13.50 9.63 28.24 -6.00 1.97 34.23 15.83 -4.57 27.37 34.43 -34.02 0.73 15.78 -9.58 24.79 35.54 -2.69 19.87 16.68 -3.67 -14.11 5.78
Sharpe Ratio NA 0.23 0.17 -0.18 0.08 NA NA 7.94 -0.10 0.23 0.55 -1.03 0.14 -0.03 0.94 -0.91 0.80 1.70 -0.41 0.14 2.44 1.02 -0.16 1.34 1.12 -0.81 -0.14 0.87 -0.47 1.77 2.55 -0.20 1.15 0.75 -0.62 -0.97 0.57
Standard Deviation(%) NA 23.14 19.68 23.56 23.27 NA NA 17.01 22.98 17.51 18.17 31.12 25.71 41.54 16.11 16.45 11.30 16.46 14.87 14.07 14.01 15.60 29.50 20.36 30.78 43.31 17.47 14.33 24.98 13.42 13.67 18.85 15.44 16.59 11.41 18.19 13.83
Draw Down(%) NA 23.06 29.10 46.89 49.34 NA NA 1.67 24.71 10.96 14.22 32.77 22.49 46.52 11.10 25.63 9.86 9.14 12.96 14.56 6.47 12.25 25.73 15.49 26.81 49.73 14.30 13.68 20.53 8.71 13.88 24.20 16.07 11.98 16.60 37.81 10.95
Yield(%) 0.00 1.22 11.22 5.20 7.80 7.79 6.48 0.00 1.24 17.27 19.34 1.03 0.42 0.00 6.12 15.27 17.87 6.76 27.58 17.24 5.38 4.60 5.28 0.34 0.00 0.95 29.24 26.86 0.33 8.91 0.02 0.00 0.29 0.53 0.11 5.21 0.40
Data as of 02/04/2026, Common starting date is 06/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STCEX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND C SHARES) -15.98%
Feb 2006 – Feb 2009
-7.40%
May 2018 – May 2023
0.01%
Apr 2015 – Apr 2025
3.15%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STCEX (RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND C SHARES) 28.01%
Feb 2009 – Feb 2012
24.11%
Feb 2009 – Feb 2014
14.79%
Feb 2009 – Feb 2019
10.61%
Mar 1999 – Mar 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return