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Sound Shore Mutual Funds List

Here you can find all mutual funds issued by Sound Shore and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
2
Avg. Expense Ratio
0.84%
Avg. 1 Year Return
27.79%
Avg. 5 Year Return
10.44%
Median Risk/Return Score
51 / 100
Sound Shore Mutual Funds List

2 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Sound Shore FundLarge Cap Value EquitiesMay 17, 19850.93%
4.88%
11.29%
12.97%
51
Sound Shore Fund Institutional ClassLarge Cap Value EquitiesDec 9, 20130.75%
4.97%
11.49%
12.78%
52

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Explore top Sound Shore Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Sound Shore Mutual funds by Risk/Return Score

The top Sound Shore Mutual funds by PortfoliosLab Risk/Return Score are SSHVX (52) and SSHFX (51). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
Sound Shore Fund Institutional Class
52
Dec 2013
Sound Shore Fund
51
May 1985

Best-Performing Sound Shore Mutual funds Over 5 Years

The top Sound Shore Mutual funds is SSHVX (10.55%). Across the lineup, Sound Shore Mutual funds show an average 1-year return of 27.79% and an average 5-year return of 10.44%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
Sound Shore Fund Institutional Class
10.55%
Dec 2013
Sound Shore Fund
10.33%
May 1985

Lowest-Cost Sound Shore Mutual funds

The top Sound Shore Mutual funds is SSHVX (0.75%). With an average expense ratio of 0.84%, Sound Shore Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

SymbolNameExpense RatioAUMInception
Sound Shore Fund Institutional Class0.75%Dec 2013
Sound Shore Fund0.93%May 1985

Highest-Yield Sound Shore Mutual funds

The top Sound Shore Mutual funds is SSHFX (12.97%). Across the lineup, Sound Shore Mutual funds show an average dividend yield of 12.88%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Sound Shore Fund12.97%May 1985
Sound Shore Fund Institutional Class12.78%Dec 2013

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.