Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVIFX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND C SHARES) | 6.01% | 12.08% | 11.18% | 0.55% | 5.23% | 5.94% | 5.26% | … | … |
Data as of 02/04/2026, Common starting date is 06/01/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVIFX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND C SHARES) | 06/01/1995 | 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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.08 | 11.18 | 0.55 | 5.23 | 5.94 | 5.26 | … | … | 6.01 | 11.10 | 9.03 | 13.93 | -23.13 | -6.66 | -2.63 | 30.05 | -11.47 | 15.40 | 14.56 | -5.24 | 10.45 | 33.46 | 15.39 | -2.46 | 17.04 | 22.42 | -33.74 | 2.44 | 21.28 | 2.65 | 13.88 | 23.12 | -15.73 | -1.99 | 9.61 | -4.08 | 9.60 | 25.49 | 17.64 | 3.62 |
| Sharpe Ratio | NA | 0.50 | 0.50 | -0.09 | 0.18 | NA | NA | … | … | 6.61 | 0.44 | 0.44 | 0.72 | -1.06 | -0.22 | -0.08 | 2.38 | -0.81 | 2.12 | 1.03 | -0.33 | 0.93 | 2.94 | 1.14 | -0.11 | 0.91 | 0.82 | -0.87 | -0.04 | 1.87 | 0.04 | 1.26 | 1.44 | -0.71 | -0.27 | 0.30 | -0.54 | 0.42 | 1.88 | 1.70 | 0.19 |
| Standard Deviation(%) | NA | 18.64 | 15.21 | 20.68 | 20.27 | NA | NA | … | … | 12.41 | 18.62 | 12.36 | 14.41 | 23.31 | 30.15 | 36.71 | 12.03 | 15.91 | 6.97 | 13.89 | 15.78 | 11.24 | 11.38 | 13.55 | 23.59 | 18.60 | 27.23 | 39.62 | 16.04 | 9.61 | 9.94 | 10.22 | 15.57 | 23.77 | 16.77 | 18.13 | 13.69 | 14.59 | 11.56 | 8.17 | 13.03 |
| Draw Down(%) | NA | 18.70 | 19.16 | 44.31 | 44.31 | NA | NA | … | … | 1.44 | 18.87 | 7.96 | 11.34 | 28.67 | 24.95 | 41.53 | 6.68 | 21.39 | 3.42 | 10.49 | 14.60 | 8.85 | 5.77 | 11.24 | 22.03 | 15.85 | 27.72 | 45.25 | 11.13 | 8.13 | 6.35 | 5.79 | 14.97 | 31.57 | 20.45 | 17.53 | 18.32 | 18.64 | 6.92 | 7.45 | 9.34 |
| Yield(%) | 0.00 | 16.34 | 13.30 | 6.04 | 8.31 | 8.40 | 7.17 | … | … | 0.00 | 17.21 | 21.13 | 1.90 | 0.40 | 0.16 | 0.67 | 7.90 | 20.50 | 16.51 | 1.51 | 8.62 | 9.34 | 14.98 | 1.09 | 0.62 | 0.42 | 0.63 | 0.29 | 11.88 | 5.03 | 0.73 | 0.49 | 1.04 | 1.15 | 0.17 | 0.90 | 9.36 | 17.14 | 21.25 | 15.64 | 0.00 |
Data as of 02/04/2026, Common starting date is 06/01/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVIFX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND C SHARES) |
-13.89%
Feb 2006 – Feb 2009 |
-5.51%
Feb 2004 – Feb 2009 |
-1.31%
Feb 1999 – Feb 2009 |
2.29%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVIFX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND C SHARES) |
22.71%
Feb 2009 – Feb 2012 |
21.21%
Feb 2009 – Feb 2014 |
13.61%
Feb 2009 – Feb 2019 |
9.29%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart
