Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGIAX (RIDGEWORTH GROWTH ALLOCATION STRATEGY A SHARES) | NA | -1.07% | 3.84% | 4.21% | 6.56% | 4.46% | NA | … | … |
Data as of 11/13/2018, Common starting date is 11/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGIAX (RIDGEWORTH GROWTH ALLOCATION STRATEGY A SHARES) | 11/11/2003 | 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 (%) | 0.56 | -1.07 | 3.84 | 4.21 | 6.56 | 4.46 | NA | … | … | -1.39 | 8.45 | 4.61 | -0.16 | 6.63 | 20.42 | 11.93 | -2.48 | 13.17 | 23.93 | -38.63 | 7.88 | 11.23 | 4.78 | 9.72 | 4.94 |
| Sharpe Ratio | NA | -0.11 | 0.22 | 0.29 | 0.42 | NA | NA | … | … | -0.30 | 0.38 | 0.41 | -0.02 | 0.71 | 2.30 | 1.19 | -0.13 | 0.97 | 1.25 | -1.32 | 0.42 | 1.00 | 0.34 | 1.14 | 6.25 |
| Standard Deviation(%) | NA | 21.74 | 14.59 | 13.05 | 15.21 | NA | NA | … | … | 9.53 | 20.68 | 10.69 | 11.85 | 9.29 | 8.87 | 10.04 | 18.64 | 13.46 | 19.07 | 29.78 | 11.60 | 7.95 | 7.61 | 7.69 | 6.77 |
| Draw Down(%) | NA | 18.28 | 18.28 | 18.28 | 27.98 | NA | NA | … | … | 9.34 | 13.78 | 10.02 | 9.78 | 6.49 | 6.06 | 8.51 | 17.40 | 10.73 | 18.67 | 40.70 | 7.60 | 7.16 | 5.30 | 6.94 | 1.56 |
| Yield(%) | 0.00 | 16.68 | 10.35 | 9.48 | 7.57 | 5.82 | 4.42 | … | … | 3.20 | 14.86 | 7.59 | 8.81 | 6.68 | 15.00 | 1.43 | 2.04 | 2.42 | 1.08 | 1.01 | 11.30 | 4.63 | 1.64 | 0.95 | 0.00 |
Data as of 11/13/2018, Common starting date is 11/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIAX (RIDGEWORTH GROWTH ALLOCATION STRATEGY A SHARES) |
-14.14%
Feb 2006 – Feb 2009 |
-6.14%
Feb 2004 – Feb 2009 |
2.81%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIAX (RIDGEWORTH GROWTH ALLOCATION STRATEGY A SHARES) |
18.75%
Feb 2009 – Feb 2012 |
16.21%
Feb 2009 – Feb 2014 |
5.97%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart