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SCETX: RIDGEWORTH CEREDEX SMALL CAP VALUE EQUITY FUND I SHARES (MUTUAL FUND)
Basic Info 8.82 0.16(1.78%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 02/20/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 1.20% |
| Expenses | 1.46% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 15.3 | 29.2 | 12.8 | -0.5 | 4.2 | 6.1 | 5.8 | 7.3 | 1.6 | 8.5 | 14.5 | -26.0 | 8.2 | -0.1 | 17.6 | -12.8 | 10.3 | 29.1 | -5.3 | 2.6 | 35.1 | 16.8 | -3.7 | 28.8 | 35.0 | -33.8 | 1.0 | 16.2 | -8.9 | 25.5 | 36.9 | -1.7 | 21.2 | 18.0 | -2.7 | -13.4 | 25.0 |
| Sharpe Ratio | NA | 2.2 | 1.49 | 0.55 | -0.13 | 0.12 | NA | NA | 0.27 | -0.06 | 0.28 | 0.6 | -0.97 | 0.35 | -0.01 | 1.0 | -0.87 | 0.86 | 1.75 | -0.36 | 0.19 | 2.5 | 1.08 | -0.13 | 1.41 | 1.14 | -0.8 | -0.12 | 0.89 | -0.45 | 1.82 | 2.63 | -0.15 | 1.24 | 0.83 | -0.53 | -1.12 | 2.56 |
| Draw Down(%) | NA | 11.8 | 11.8 | 28.8 | 41.0 | 48.6 | NA | NA | 56.3 | 24.7 | 10.7 | 14.0 | 28.5 | 19.6 | 46.4 | 11.1 | 25.4 | 9.6 | 9.1 | 12.7 | 14.4 | 6.5 | 12.0 | 25.6 | 15.3 | 26.7 | 49.6 | 14.2 | 13.6 | 20.1 | 8.7 | 13.7 | 23.8 | 16.0 | 11.9 | 16.4 | 37.5 | 7.1 |
| Standard Deviation(%) | NA | 18.9 | 18.0 | 19.6 | 22.4 | 22.7 | NA | NA | 21.1 | 22.8 | 17.4 | 18.2 | 28.4 | 23.2 | 41.5 | 16.2 | 16.4 | 11.3 | 16.5 | 14.8 | 14.1 | 14.0 | 15.7 | 29.5 | 20.3 | 30.8 | 43.3 | 17.4 | 14.3 | 24.5 | 13.4 | 13.7 | 18.8 | 15.4 | 16.5 | 11.4 | 15.1 | 10.1 |
| Treynor Ratio | NA | 0.42 | 0.26 | 0.11 | -0.03 | 0.03 | NA | NA | 0.07 | -0.01 | 0.05 | 0.12 | -0.33 | 0.1 | 0.0 | 0.16 | -0.16 | 0.1 | 0.31 | -0.06 | 0.03 | 0.35 | 0.18 | -0.04 | 0.34 | 0.41 | -0.36 | -0.02 | 0.14 | -0.14 | 0.31 | 0.5 | -0.04 | 0.32 | 0.4 | -0.15 | -0.31 | 0.51 |
| Alpha | NA | 0.02 | 0.0 | -0.01 | -0.03 | -0.02 | NA | NA | 0.0 | -0.03 | -0.02 | -0.01 | -0.05 | -0.02 | -0.07 | -0.03 | -0.02 | -0.02 | 0.04 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | -0.05 | 0.03 | 0.01 | 0.05 | 0.06 | 0.06 | -0.04 | -0.04 | 0.06 |
| Beta | NA | 0.98 | 1.02 | 0.98 | 0.92 | 0.93 | NA | NA | 0.83 | 1.01 | 0.96 | 0.94 | 0.84 | 0.82 | 1.0 | 1.03 | 0.9 | 0.96 | 0.94 | 0.91 | 0.93 | 1.0 | 0.94 | 0.93 | 0.84 | 0.85 | 0.96 | 0.91 | 0.91 | 0.82 | 0.8 | 0.73 | 0.71 | 0.6 | 0.34 | 0.4 | 0.55 | 0.51 |
| RSquared | NA | 0.83 | 0.86 | 0.9 | 0.74 | 0.81 | NA | NA | 0.8 | 0.92 | 0.89 | 0.91 | 0.67 | 0.47 | 0.96 | 0.87 | 0.87 | 0.74 | 0.91 | 0.89 | 0.89 | 0.94 | 0.95 | 0.98 | 0.96 | 0.97 | 0.96 | 0.93 | 0.94 | 0.27 | 0.9 | 0.88 | 0.88 | 0.83 | 0.38 | 0.33 | 0.62 | 0.58 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.1 | 12.1 | 11.7 | 1.1 | 1.1 | 0.5 | 6.3 | 14.0 | 16.3 | 6.7 | 26.0 | 16.7 | 5.5 | 5.0 | 5.7 | 1.5 | 0.0 | 1.2 | 28.5 | 26.4 | 0.6 | 9.0 | 0.5 | 0.5 | 1.2 | 1.7 | 1.2 | 6.0 | 7.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -91.2 | 5.8 | 685.1 | 8.6 | 110.0 | -91.0 | -67.2 | -19.9 | 204.3 | -82.4 | 33.5 | 277.5 | 22.7 | -20.3 | 383.0 | N/A | -100.0 | -97.0 | -4.1 | 4319.8 | -92.9 | 2398.4 | -1.6 | -50.0 | -17.9 | 30.0 | -83.6 | -1.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/13/1997
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