Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STVTX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND I SHARES) | -5.22% | -15.56% | -5.55% | -1.79% | 0.74% | 4.64% | 4.46% | 6.01% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STVTX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND I SHARES) | 03/30/1993 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 03/30/1993.
AR inception is since 03/30/1993.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 5.36 | -15.56 | -5.55 | -1.79 | 0.74 | 4.64 | 4.46 | 6.01 | -5.22 | -8.73 | 13.61 | -22.03 | -4.39 | -1.62 | 31.00 | -10.78 | 16.25 | 15.43 | -4.52 | 11.28 | 34.60 | 16.38 | -1.50 | 18.28 | 22.79 | -33.58 | 3.45 | 22.54 | 3.69 | 15.07 | 23.13 | -15.47 | -0.95 | 10.75 | -2.94 | 10.85 | 26.74 | 19.62 | 23.98 | -1.44 | 5.17 |
| Sharpe Ratio | NA | -0.79 | -0.45 | -0.17 | -0.04 | NA | NA | 0.23 | -0.65 | -0.65 | 0.65 | -1.02 | -0.15 | -0.05 | 2.47 | -0.76 | 2.24 | 1.09 | -0.29 | 1.00 | 3.03 | 1.22 | -0.06 | 0.98 | 0.83 | -0.87 | 0.03 | 2.02 | 0.15 | 1.38 | 1.44 | -0.70 | -0.20 | 0.37 | -0.45 | 0.52 | 1.99 | 1.94 | 1.89 | -0.45 | 0.59 |
| Standard Deviation(%) | NA | 27.52 | 21.75 | 23.16 | 21.30 | NA | NA | 18.57 | 27.43 | 23.61 | 14.44 | 23.14 | 28.82 | 36.62 | 11.97 | 15.92 | 6.99 | 13.93 | 15.75 | 11.22 | 11.42 | 13.51 | 23.56 | 18.60 | 27.20 | 39.68 | 15.46 | 9.58 | 9.91 | 10.24 | 15.57 | 23.65 | 16.80 | 18.16 | 13.71 | 14.57 | 11.62 | 8.22 | 10.67 | 9.72 | 8.12 |
| Draw Down(%) | NA | 31.56 | 31.56 | 44.95 | 44.95 | NA | NA | 53.98 | 18.80 | 22.25 | 11.25 | 28.11 | 23.70 | 41.46 | 6.61 | 20.89 | 3.32 | 10.40 | 14.42 | 8.76 | 5.70 | 11.10 | 21.76 | 15.68 | 27.59 | 45.01 | 10.80 | 8.02 | 6.25 | 5.94 | 15.50 | 31.55 | 20.20 | 17.49 | 17.93 | 18.28 | 7.00 | 7.28 | 9.23 | 10.01 | 3.86 |
| Yield(%) | 0.00 | 1.26 | 1.20 | 1.31 | 5.75 | 7.80 | 6.99 | 8.37 | 0.00 | 1.29 | 1.63 | 0.91 | 1.11 | 1.09 | 8.55 | 20.64 | 16.74 | 2.29 | 9.11 | 9.93 | 15.54 | 2.06 | 1.57 | 1.21 | 0.89 | 0.49 | 12.72 | 6.05 | 1.70 | 1.59 | 1.22 | 1.28 | 1.24 | 2.11 | 10.35 | 18.02 | 22.18 | 17.05 | 3.43 | 3.09 | 2.57 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STVTX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND I SHARES) |
-13.29%
Feb 2006 - Feb 2009 |
-5.33%
Dec 2019 - Dec 2024 |
-0.55%
Feb 1999 - Feb 2009 |
3.20%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STVTX (RIDGEWORTH CEREDEX LARGE CAP VALUE EQUITY FUND I SHARES) |
23.93%
Mar 1995 - Mar 1998 |
22.21%
Feb 2009 - Feb 2014 |
14.50%
Feb 2009 - Feb 2019 |
10.15%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart