Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STVZX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND IS) | 15.24% | 29.48% | 17.87% | 8.72% | 10.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STVZX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND IS) | 08/01/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | 29.48 | 17.87 | 8.72 | 10.85 | NA | NA | … | … | 15.24 | 12.25 | 10.26 | 15.05 | -13.73 | 26.05 | 4.10 | 31.39 | -10.59 | 16.56 | 15.75 | -4.29 | 6.88 |
| Sharpe Ratio | NA | 1.91 | 0.95 | 0.35 | 0.49 | NA | NA | … | … | 2.16 | 0.50 | 0.54 | 0.80 | -0.67 | 1.76 | 0.11 | 2.49 | -0.75 | 2.30 | 1.11 | -0.28 | 1.39 |
| Standard Deviation(%) | NA | 13.46 | 15.21 | 16.98 | 18.38 | NA | NA | … | … | 15.63 | 18.64 | 12.37 | 14.38 | 22.58 | 14.78 | 36.33 | 12.04 | 15.98 | 6.95 | 14.00 | 15.71 | 12.41 |
| Draw Down(%) | NA | 8.07 | 18.82 | 25.09 | 41.43 | NA | NA | … | … | 8.07 | 18.74 | 7.75 | 11.21 | 25.09 | 6.29 | 41.43 | 6.58 | 20.73 | 3.31 | 10.37 | 14.42 | 8.56 |
| Yield(%) | 0.00 | 15.29 | 13.72 | 11.65 | 11.51 | 7.99 | 5.99 | … | … | 0.00 | 15.32 | 20.34 | 3.12 | 8.81 | 30.29 | 5.47 | 8.76 | 20.78 | 16.97 | 2.58 | 9.36 | 9.26 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| STVZX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND IS) |
-1.62%
Mar 2017 – Mar 2020 |
2.15%
Mar 2015 – Mar 2020 |
7.53%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STVZX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND IS) |
19.91%
Dec 2018 – Dec 2021 |
14.72%
Mar 2020 – Mar 2025 |
11.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart