Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGATX (RIDGEWORTH SEIX GEORGIA TAX-EXEMPT BOND FUND I SHARES) | NA | 2.71% | 1.20% | 2.58% | 3.34% | 3.11% | 3.43% | … | … |
Data as of 04/26/2019, Common starting date is 01/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGATX (RIDGEWORTH SEIX GEORGIA TAX-EXEMPT BOND FUND I SHARES) | 01/28/1994 | 04/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.71 | 1.20 | 2.58 | 3.34 | 3.11 | 3.43 | … | … | 0.72 | 0.05 | 4.44 | 0.24 | 3.08 | 9.06 | -3.04 | 7.28 | 9.52 | 0.05 | 8.39 | -5.64 | 2.35 | 4.33 | 2.77 | 2.86 | 3.50 | 9.12 | 4.31 | 9.43 | -2.26 | 5.79 | 8.05 | 3.00 | 13.32 | -5.53 |
| Sharpe Ratio | NA | 0.74 | 0.15 | 0.94 | 1.17 | NA | NA | … | … | 0.46 | -0.70 | 1.68 | 0.01 | 1.45 | 4.50 | -0.92 | 3.06 | 3.16 | -0.01 | 2.52 | -0.91 | -0.26 | 0.47 | 0.24 | 0.49 | 0.76 | 2.45 | 0.73 | 2.49 | -2.26 | 0.89 | 1.55 | -0.11 | 2.79 | -1.83 |
| Standard Deviation(%) | NA | 1.62 | 2.23 | 2.16 | 2.59 | NA | NA | … | … | 1.35 | 1.82 | 2.28 | 2.66 | 2.11 | 2.01 | 3.34 | 2.38 | 3.00 | 3.37 | 3.29 | 7.19 | 2.65 | 2.24 | 2.49 | 3.87 | 3.71 | 3.28 | 2.76 | 2.17 | 2.43 | 2.78 | 2.92 | 4.34 | 3.40 | 4.94 |
| Draw Down(%) | NA | 1.57 | 5.82 | 5.82 | 8.21 | NA | NA | … | … | 0.37 | 2.03 | 1.41 | 5.82 | 2.56 | 1.53 | 7.52 | 1.99 | 3.03 | 6.60 | 3.34 | 13.51 | 2.55 | 1.59 | 2.62 | 6.32 | 5.55 | 3.82 | 3.82 | 2.35 | 4.79 | 2.16 | 2.56 | 4.61 | 1.65 | 8.52 |
| Yield(%) | 0.00 | 5.20 | 4.01 | 3.56 | 3.41 | 3.29 | 3.50 | … | … | 2.57 | 3.24 | 3.43 | 3.95 | 2.48 | 2.88 | 2.91 | 3.37 | 3.74 | 3.46 | 0.69 | 0.90 | 3.65 | 3.84 | 3.50 | 5.43 | 3.74 | 3.73 | 3.86 | 4.21 | 4.22 | 4.18 | 4.28 | 4.22 | 4.75 | 3.47 |
Data as of 04/26/2019, Common starting date is 01/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGATX (RIDGEWORTH SEIX GEORGIA TAX-EXEMPT BOND FUND I SHARES) |
0.07%
Jan 2008 – Jan 2011 |
1.16%
Nov 2003 – Nov 2008 |
2.78%
Dec 2003 – Dec 2013 |
2.90%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGATX (RIDGEWORTH SEIX GEORGIA TAX-EXEMPT BOND FUND I SHARES) |
8.55%
May 2000 – May 2003 |
6.15%
Jan 2000 – Jan 2005 |
5.65%
Nov 1994 – Nov 2004 |
4.57%
Sep 1994 – Sep 2009 |
Annualized Rolling Returns Comparison Chart