Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMVFX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND C SHARES) | 17.52% | 37.37% | 17.98% | 3.30% | 7.34% | 8.01% | 7.93% | … | … |
Data as of 06/10/2026, Common starting date is 12/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMVFX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND C SHARES) | 12/19/2001 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.27 | 37.37 | 17.98 | 3.30 | 7.34 | 8.01 | 7.93 | … | … | 17.52 | 16.67 | 8.91 | 10.09 | -20.05 | 6.85 | -3.97 | 32.11 | -8.69 | 10.87 | 19.22 | -6.51 | 10.53 | 30.67 | 20.56 | -8.14 | 26.43 | 45.22 | -35.89 | 3.85 | 20.64 | 8.60 | 18.97 | 28.64 | -23.52 | 3.17 |
| Sharpe Ratio | NA | 2.41 | 0.91 | 0.05 | 0.28 | NA | NA | … | … | 2.55 | 0.66 | 0.35 | 0.44 | -0.88 | 0.30 | -0.11 | 2.41 | -0.70 | 1.29 | 1.16 | -0.41 | 0.85 | 2.34 | 1.33 | -0.29 | 1.20 | 1.54 | -0.83 | 0.04 | 1.53 | 0.58 | 1.68 | 1.85 | -0.98 | 21.50 |
| Standard Deviation(%) | NA | 15.55 | 17.39 | 20.24 | 20.69 | NA | NA | … | … | 18.00 | 21.09 | 15.06 | 14.78 | 24.51 | 22.98 | 39.61 | 12.73 | 14.36 | 7.96 | 16.40 | 15.90 | 12.31 | 13.07 | 15.55 | 28.55 | 22.04 | 29.32 | 44.06 | 15.81 | 11.29 | 10.88 | 10.72 | 15.08 | 25.28 | 9.61 |
| Draw Down(%) | NA | 7.27 | 22.80 | 40.59 | 45.49 | NA | NA | … | … | 7.27 | 22.33 | 9.25 | 12.16 | 30.61 | 17.54 | 45.49 | 6.59 | 19.95 | 5.14 | 12.85 | 16.05 | 11.51 | 7.77 | 12.13 | 30.93 | 18.54 | 26.60 | 50.43 | 12.18 | 9.52 | 8.55 | 7.24 | 16.05 | 39.18 | 0.57 |
| Yield(%) | 0.00 | 17.40 | 9.40 | 4.06 | 6.49 | 7.29 | 7.33 | … | … | 0.00 | 17.43 | 7.82 | 0.37 | 0.13 | 0.00 | 0.38 | 6.47 | 11.12 | 18.89 | 4.92 | 5.73 | 10.02 | 14.18 | 1.11 | 8.78 | 7.41 | 0.43 | 0.32 | 18.74 | 17.82 | 10.73 | 0.00 | 0.00 | 0.00 | 0.03 |
Data as of 06/10/2026, Common starting date is 12/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVFX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND C SHARES) |
-13.24%
Feb 2006 – Feb 2009 |
-3.33%
Feb 2004 – Feb 2009 |
2.92%
Oct 2013 – Oct 2023 |
4.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMVFX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND C SHARES) |
29.65%
Feb 2009 – Feb 2012 |
25.67%
Feb 2009 – Feb 2014 |
15.96%
Feb 2009 – Feb 2019 |
11.68%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart