Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVCAX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY A SHARES) | NA | 0.07% | 3.44% | 3.54% | 5.76% | 4.53% | NA | … | … |
Data as of 11/13/2018, Common starting date is 11/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVCAX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY A SHARES) | 11/13/2003 | 11/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 0.07 | 3.44 | 3.54 | 5.76 | 4.53 | NA | … | … | -1.14 | 8.85 | 3.16 | -0.18 | 5.97 | 7.59 | 7.88 | 3.06 | 8.85 | 13.46 | -9.98 | 6.85 | 6.04 | 2.87 | 5.72 | 1.11 |
| Sharpe Ratio | NA | -0.26 | 0.67 | 0.71 | 1.03 | NA | NA | … | … | -0.59 | 3.05 | 0.60 | -0.04 | 1.40 | 1.67 | 1.98 | 0.40 | 1.64 | 1.83 | -1.25 | 0.91 | 0.83 | 0.21 | 1.37 | 2.22 |
| Standard Deviation(%) | NA | 4.20 | 4.21 | 4.46 | 5.38 | NA | NA | … | … | 4.41 | 2.71 | 4.89 | 5.58 | 4.24 | 4.52 | 4.00 | 7.52 | 5.33 | 7.31 | 8.68 | 4.24 | 3.33 | 3.28 | 3.49 | 3.82 |
| Draw Down(%) | NA | 4.78 | 5.96 | 7.09 | 7.09 | NA | NA | … | … | 4.78 | 1.13 | 4.02 | 5.18 | 2.99 | 4.46 | 3.09 | 6.12 | 3.79 | 6.73 | 14.56 | 2.34 | 2.27 | 2.20 | 4.01 | 0.92 |
| Yield(%) | 0.00 | 8.00 | 5.80 | 5.60 | 5.04 | 4.41 | 3.31 | … | … | 1.16 | 10.41 | 2.41 | 4.62 | 4.59 | 6.59 | 3.32 | 3.93 | 3.57 | 0.96 | 2.30 | 5.93 | 4.84 | 3.28 | 2.63 | 0.00 |
Data as of 11/13/2018, Common starting date is 11/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVCAX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY A SHARES) |
-0.94%
Feb 2006 – Feb 2009 |
0.95%
Feb 2004 – Feb 2009 |
4.43%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVCAX (RIDGEWORTH CONSERVATIVE ALLOCATION STRATEGY A SHARES) |
11.33%
Feb 2009 – Feb 2012 |
9.37%
Feb 2009 – Feb 2014 |
5.63%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart