Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVMAX (RIDGEWORTH MODERATE ALLOCATION STRATEGY A SHARES) | NA | 0.23% | 1.09% | 4.76% | 3.25% | NA | NA | … | … |
Data as of 12/29/2017, Common starting date is 10/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVMAX (RIDGEWORTH MODERATE ALLOCATION STRATEGY A SHARES) | 10/10/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.23 | 1.09 | 4.76 | 3.25 | NA | NA | … | … | 0.46 | -4.32 | -16.62 | -1.28 | 2.91 | 6.39 | -2.43 | 7.76 | 17.51 | -26.07 | -0.27 | 4.07 | -0.47 | 6.20 | 4.38 |
| Sharpe Ratio | NA | -2.83 | -2.28 | -2.02 | -1.75 | NA | NA | … | … | -2.81 | -3.45 | -1.78 | -2.18 | -1.26 | -1.63 | -1.58 | -1.10 | -0.08 | -2.42 | -2.43 | -2.92 | -3.41 | -2.13 | -0.09 |
| Standard Deviation(%) | NA | 6.70 | 13.63 | 12.60 | 12.87 | NA | NA | … | … | 6.71 | 11.12 | 19.75 | 9.09 | 12.39 | 7.54 | 13.22 | 9.81 | 13.33 | 18.80 | 9.21 | 6.29 | 6.29 | 6.30 | 5.47 |
| Draw Down(%) | NA | 6.39 | 25.42 | 30.14 | 34.85 | NA | NA | … | … | 6.39 | 8.86 | 20.44 | 7.76 | 9.91 | 5.83 | 12.51 | 8.51 | 13.53 | 29.17 | 6.58 | 5.36 | 4.18 | 5.97 | 1.25 |
| Yield(%) | 0.00 | 0.00 | 7.67 | 8.47 | 5.20 | 5.45 | 4.09 | … | … | 0.00 | 8.18 | 16.45 | 7.65 | 10.81 | 3.64 | 2.80 | 2.83 | 1.02 | 1.60 | 7.67 | 4.90 | 4.44 | 2.30 | 0.59 |
Data as of 12/29/2017, Common starting date is 10/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVMAX (RIDGEWORTH MODERATE ALLOCATION STRATEGY A SHARES) |
-7.43%
Feb 2006 – Feb 2009 |
-2.26%
Feb 2004 – Feb 2009 |
3.09%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVMAX (RIDGEWORTH MODERATE ALLOCATION STRATEGY A SHARES) |
15.19%
Feb 2009 – Feb 2012 |
12.92%
Feb 2009 – Feb 2014 |
5.65%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart