Sound Shore Fund (SSHFX)
The fund's Adviser seeks to meet the fund's investment objective of growth of capital by employing a value investment strategy to its selection of predominantly Large Cap and Mid Cap common stocks for the portfolio. The investment strategy is built upon three components: Disciplined Approach, Risk Aversion and Long-Term Orientation. While most of the fund's assets will be invested in domestic common stock, it may also invest in U.S. traded Large Cap and Mid Cap securities issued by companies organized outside the United States including American Depositary Receipts.
Fund Info
US8360831056
836083105
May 17, 1985
$10,000
Large-Cap
Value
Expense Ratio
SSHFX has a high expense ratio of 0.93%, indicating above-average management fees.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Sound Shore Fund (SSHFX) returned -7.70% year-to-date (YTD) and -18.06% over the past 12 months. Over the past 10 years, SSHFX returned -2.53% annually, underperforming the S&P 500 benchmark at 10.26%.
SSHFX
-7.70%
-5.89%
-24.44%
-18.06%
2.52%
-2.53%
^GSPC (Benchmark)
-4.72%
-0.51%
-1.78%
11.67%
14.69%
10.26%
Monthly Returns
The table below presents the monthly returns of SSHFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.23% | -2.22% | -2.84% | -5.10% | -0.84% | -7.70% | |||||||
| 2024 | 1.29% | 8.19% | 6.81% | -4.55% | 4.20% | -2.53% | 4.68% | 0.95% | 0.98% | -0.61% | 6.66% | -23.24% | -1.49% |
| 2023 | 10.40% | -3.64% | -4.71% | -1.04% | -0.57% | 6.86% | 3.41% | -2.65% | -2.67% | -3.56% | 8.27% | 3.72% | 13.10% |
| 2022 | -1.04% | -0.32% | 0.39% | -5.94% | 4.17% | -11.69% | 8.83% | -4.66% | -11.15% | 10.07% | 7.22% | -7.62% | -13.87% |
| 2021 | -0.47% | 5.46% | 6.06% | 4.35% | 3.20% | -1.94% | 1.53% | 1.23% | -2.40% | 4.04% | -4.35% | -16.39% | -1.87% |
| 2020 | -2.88% | -10.83% | -18.21% | 12.32% | 4.06% | 0.55% | 5.44% | 4.68% | -3.07% | 1.33% | 14.77% | -2.90% | 0.56% |
| 2019 | 8.81% | 1.81% | 1.00% | 4.73% | -7.08% | 7.35% | 0.07% | -5.18% | 2.79% | 2.48% | 2.35% | -3.34% | 15.59% |
| 2018 | 4.99% | -4.46% | -2.95% | -0.27% | 0.94% | 0.14% | 4.69% | 1.00% | -0.13% | -8.44% | 3.03% | -16.49% | -18.36% |
| 2017 | 1.56% | 3.48% | -0.52% | 0.26% | 2.18% | 1.04% | 1.16% | -0.50% | 2.32% | 2.25% | 1.02% | -8.79% | 5.01% |
| 2016 | -6.34% | -0.78% | 8.23% | 1.61% | 2.46% | -2.33% | 4.31% | 2.10% | 0.29% | -0.69% | 4.29% | -4.48% | 8.08% |
| 2015 | -4.76% | 7.94% | -1.85% | 0.61% | 1.62% | -2.50% | 0.96% | -7.02% | -4.49% | 8.18% | 0.87% | -13.28% | -14.67% |
| 2014 | -3.49% | 5.51% | 1.70% | -0.10% | 2.64% | 2.41% | -1.34% | 3.16% | -1.93% | -0.06% | 3.31% | -9.53% | 1.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SSHFX is 1, meaning it’s performing worse than 99% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sound Shore Fund (SSHFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Sound Shore Fund provided a 1.40% dividend yield over the last twelve months, with an annual payout of $0.50 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.50 | $0.50 | $0.27 | $0.35 | $0.44 | $0.32 | $0.39 | $0.51 | $0.52 | $0.47 | $0.39 | $1.01 |
Dividend yield | 1.40% | 1.29% | 0.68% | 1.01% | 1.06% | 0.76% | 0.92% | 1.37% | 1.14% | 1.05% | 0.95% | 2.07% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.50 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.35 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.44 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.32 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.39 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.51 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.52 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.47 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.39 |
| 2014 | $1.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 57.68%, occurring on Mar 9, 2009. Recovery took 1046 trading sessions.
The current Sound Shore Fund drawdown is 30.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.68% | Jul 20, 2007 | 411 | Mar 9, 2009 | 1046 | May 6, 2013 | 1457 |
| -49.71% | Dec 29, 2014 | 1317 | Mar 23, 2020 | 362 | Aug 27, 2021 | 1679 |
| -38.19% | Dec 29, 2000 | 442 | Oct 9, 2002 | 321 | Jan 21, 2004 | 763 |
| -38.18% | Nov 9, 2021 | 225 | Sep 30, 2022 | — | — | — |
| -31.85% | Mar 24, 1987 | 184 | Dec 4, 1987 | 477 | Oct 3, 1989 | 661 |
Volatility
Volatility Chart
The current Sound Shore Fund volatility is 11.97%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.