Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVGLX (RIDGEWORTH MODERATE ALLOCATION STRATEGY C SHARES) | NA | -46.01% | -18.07% | -7.86% | -3.45% | NA | NA | … | … |
Data as of 12/29/2017, Common starting date is 04/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVGLX (RIDGEWORTH MODERATE ALLOCATION STRATEGY C SHARES) | 04/25/2005 | 12/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -46.07 | -46.01 | -18.07 | -7.86 | -3.45 | NA | NA | … | … | -45.88 | 3.16 | -0.76 | 5.76 | 13.33 | 9.30 | -0.21 | 9.98 | 18.16 | -25.21 | 6.87 | 8.26 | 1.44 |
| Sharpe Ratio | NA | -0.75 | -0.50 | -0.28 | -0.17 | NA | NA | … | … | -0.75 | 0.38 | -0.09 | 0.85 | 2.02 | 1.32 | -0.02 | 1.02 | 1.36 | -1.38 | 0.47 | 0.14 | -0.04 |
| Standard Deviation(%) | NA | 62.10 | 36.45 | 28.57 | 22.20 | NA | NA | … | … | 62.22 | 7.74 | 8.61 | 6.76 | 6.59 | 7.07 | 12.97 | 9.71 | 13.31 | 18.82 | 8.30 | 34.94 | 6.10 |
| Draw Down(%) | NA | 49.26 | 49.26 | 49.26 | 49.26 | NA | NA | … | … | 49.26 | 7.14 | 7.64 | 4.78 | 5.29 | 5.95 | 12.16 | 8.05 | 13.70 | 28.45 | 5.36 | 21.02 | 3.60 |
| Yield(%) | 0.00 | 0.00 | 7.37 | 8.04 | 4.74 | 4.10 | 3.08 | … | … | 0.00 | 7.61 | 15.99 | 7.08 | 10.23 | 2.95 | 2.11 | 2.19 | 0.83 | 1.25 | 6.92 | 5.46 | 0.00 |
Data as of 12/29/2017, Common starting date is 04/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVGLX (RIDGEWORTH MODERATE ALLOCATION STRATEGY C SHARES) |
-8.04%
Feb 2006 – Feb 2009 |
0.04%
Jun 2005 – Jun 2010 |
2.52%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVGLX (RIDGEWORTH MODERATE ALLOCATION STRATEGY C SHARES) |
14.58%
Feb 2009 – Feb 2012 |
12.28%
Feb 2009 – Feb 2014 |
4.21%
May 2005 – May 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart