Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVIIX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND A SHARES) | 12.14% | 25.97% | 16.27% | -0.15% | 5.33% | 7.09% | 6.00% | … | … |
Data as of 06/05/2026, Common starting date is 03/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVIIX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND A SHARES) | 03/30/1993 | 06/05/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 25.97 | 16.27 | -0.15 | 5.33 | 7.09 | 6.00 | … | … | 12.14 | 11.63 | 9.63 | 14.53 | -22.45 | -5.04 | -1.97 | 30.61 | -11.01 | 15.93 | 15.17 | -4.86 | 10.95 | 34.22 | 16.15 | -1.85 | 17.88 | 22.67 | -33.54 | 3.15 | 22.06 | 3.38 | 14.71 | 22.86 | -15.84 | -1.34 | 10.36 | -3.31 | 10.42 | 26.39 | 19.24 | 23.57 | -2.08 | 4.91 |
| Sharpe Ratio | NA | 1.70 | 0.85 | -0.14 | 0.19 | NA | NA | … | … | 1.78 | 0.47 | 0.49 | 0.76 | -1.04 | -0.17 | -0.06 | 2.43 | -0.78 | 2.21 | 1.07 | -0.31 | 0.97 | 2.99 | 1.20 | -0.08 | 0.96 | 0.83 | -0.87 | 0.00 | 1.95 | 0.11 | 1.34 | 1.42 | -0.72 | -0.23 | 0.34 | -0.49 | 0.48 | 1.96 | 1.88 | 1.82 | -0.53 | 0.50 |
| Standard Deviation(%) | NA | 13.69 | 15.23 | 20.53 | 20.17 | NA | NA | … | … | 15.85 | 18.63 | 12.36 | 14.37 | 23.13 | 29.21 | 36.70 | 12.00 | 15.94 | 6.94 | 13.93 | 15.75 | 11.24 | 11.42 | 13.49 | 23.62 | 18.57 | 27.25 | 39.72 | 15.54 | 9.61 | 9.96 | 10.28 | 15.59 | 23.74 | 16.76 | 18.17 | 13.63 | 14.61 | 11.53 | 8.22 | 10.78 | 9.73 | 8.69 |
| Draw Down(%) | NA | 8.04 | 18.97 | 43.36 | 43.36 | NA | NA | … | … | 8.04 | 18.86 | 7.86 | 11.30 | 28.29 | 24.05 | 41.45 | 6.62 | 21.02 | 3.35 | 10.41 | 14.53 | 8.78 | 5.73 | 11.15 | 21.83 | 15.73 | 27.60 | 45.01 | 10.85 | 8.04 | 6.20 | 5.87 | 15.55 | 31.76 | 20.27 | 17.46 | 18.07 | 18.50 | 6.91 | 7.37 | 9.31 | 10.03 | 3.86 |
| Yield(%) | 0.00 | 16.78 | 14.07 | 5.51 | 7.72 | 8.94 | 7.36 | … | … | 0.00 | 16.73 | 20.48 | 2.67 | 0.87 | 0.77 | 1.00 | 8.35 | 20.56 | 16.61 | 1.99 | 8.86 | 9.66 | 15.35 | 1.75 | 1.32 | 0.96 | 0.81 | 0.43 | 12.45 | 5.73 | 1.40 | 1.22 | 0.92 | 0.93 | 0.88 | 1.67 | 10.01 | 17.70 | 21.80 | 16.69 | 3.01 | 2.63 | 2.21 |
Data as of 06/05/2026, Common starting date is 03/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVIIX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND A SHARES) |
-13.44%
Feb 2006 – Feb 2009 |
-4.96%
Feb 2004 – Feb 2009 |
-0.84%
Feb 1999 – Feb 2009 |
2.90%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVIIX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND A SHARES) |
23.52%
Mar 1995 – Mar 1998 |
21.90%
Feb 2009 – Feb 2014 |
14.20%
Feb 2009 – Feb 2019 |
9.86%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart