Sound Shore Fund (SSHFX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Sound Shore Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Sound Shore Fund (SSHFX) has returned -6.25% so far this year and 12.93% over the past 12 months. Over the last ten years, SSHFX has returned 10.40% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 1986, SSHFX's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +14.8%, while the worst month was Oct 2008 at -18.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SSHFX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.1%, while the worst single day was Mar 16, 2020 at -12.5%.

Sound Shore Fund has an annualized alpha of 2.51%, beta of 0.83, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since January 03, 1986.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (95.48%) than losses (90.77%) — typical of diversified or defensive assets.
• This fund generated an annualized alpha of 2.51% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

SSHFX has a high expense ratio of 0.93%, indicating above-average management fees.

SSHFX ranks 33 for risk / return — below 33% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Sound Shore Fund (SSHFX) and compare them to a chosen benchmark (S&P 500 Index).

Sound Shore Fund provided a 14.51% dividend yield over the last twelve months, with an annual payout of $5.44 per share.

The table displays the monthly dividend distributions for Sound Shore Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Sound Shore Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Sound Shore Fund was 52.63%, occurring on Mar 9, 2009. Recovery took 974 trading sessions.

The current Sound Shore Fund drawdown is 9.67%.

The chart below shows the rolling one-month volatility.