- ISIN
- US8360831056
- CUSIP
- 836083105
- Issuer
- Sound Shore
- Inception Date
- May 17, 1985
- Category
- Large Cap Value Equities
- Min. Investment
- $10,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
SSHFX Performance Chart
Sound Shore Fund (SSHFX) is up 6.2% since the beginning of the year. SSHFX is currently trading at $42 per share. Investors who bought $1,000 worth of SSHFX shares 5 years ago would now be looking at an investment worth $1,747.
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Returns By Period
Sound Shore Fund (SSHFX) has returned 6.20% so far this year and 27.14% over the past 12 months. Over the last ten years, SSHFX has returned 11.62% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Sound Shore Fund
- 1D
- 0.87%
- 1M
- 2.21%
- YTD
- 6.20%
- 6M
- 5.20%
- 1Y
- 27.14%
- 3Y*
- 19.59%
- 5Y*
- 11.80%
- 10Y*
- 11.62%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SSHFX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1986, SSHFX's average daily return is +0.04%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.78% | 1.32% | -5.44% | 7.67% | 1.40% | 0.75% | 6.20% | ||||||
| 2025 | 3.23% | -2.22% | -2.84% | -5.10% | 4.03% | 4.39% | 1.40% | 3.56% | 3.29% | 1.87% | 3.47% | 2.25% | 18.15% |
| 2024 | 1.29% | 8.19% | 6.81% | -4.55% | 4.20% | -2.53% | 4.68% | 0.95% | 0.98% | -0.61% | 6.66% | -4.61% | 22.42% |
| 2023 | 10.40% | -3.64% | -4.71% | -1.04% | -0.57% | 6.86% | 3.41% | -2.65% | -2.67% | -3.56% | 8.27% | 7.69% | 17.43% |
| 2022 | -1.04% | -0.32% | 0.39% | -5.94% | 4.17% | -11.69% | 8.83% | -4.66% | -11.15% | 10.07% | 7.22% | -4.15% | -10.64% |
| 2021 | -0.47% | 5.46% | 6.06% | 4.35% | 3.20% | -1.94% | 1.53% | 1.23% | -2.39% | 4.04% | -4.35% | 5.44% | 23.76% |
Benchmark Metrics
Sound Shore Fund has an annualized alpha of 2.47%, beta of 0.83, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since January 02, 1986.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (94.91%) than losses (90.49%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 2.47% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 2.47%
- Beta
- 0.83
- R²
- 0.78
- Upside Capture
- 94.91%
- Downside Capture
- 90.49%
Expense Ratio
SSHFX has a high expense ratio of 0.93%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SSHFX ranks 54 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Sound Shore Fund (SSHFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SSHFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.37 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.87 | 2.78 | +0.08 |
| Martin ratioReturn relative to average drawdown | 10.39 | 12.44 | -2.05 |
Dividends
Dividend History
Sound Shore Fund provided a 12.68% dividend yield over the last twelve months, with an annual payout of $5.36 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.36 | $5.44 | $9.95 | $1.78 | $1.67 | $11.19 | $3.32 | $3.23 | $3.09 | $5.43 | $3.16 | $5.13 |
Dividend yield | 12.68% | 13.60% | 25.89% | 4.51% | 4.76% | 27.20% | 7.86% | 7.61% | 8.35% | 11.83% | 7.14% | 12.42% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.16 | $5.44 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.69 | $9.95 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.62 | $1.78 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $1.67 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.04 | $11.19 |
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.
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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 52.63%, occurring on Mar 9, 2009. Recovery took 974 trading sessions.
The current Sound Shore Fund drawdown is 0.85%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -52.63%Mar 2009 | 1y 7mo | 3y 10mo | 5y 6moJul 2007 - Jan 2013 |
COVID crash2020 | -39.91%Mar 2020 | 2mo 2d | 7mo 28d | 10moJan 2020 - Nov 2020 |
Black Monday1987 | -32.35%Dec 1987 | 8mo 15d | 3y 4mo | 4y 24dMar 1987 - Apr 1991 |
Dot-com crash2000–2002 | -31.55%Oct 2002 | 5mo 20d | 1y 1mo | 1y 6moApr 2002 - Nov 2003 |
1998 bear market1998 | -27.24%Oct 1998 | 5mo 18d | 1y 10mo | 2y 4moApr 1998 - Aug 2000 |
Drawdown Indicators
| SSHFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.63% | -56.78% | +4.15% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -9.10% | -0.57% |
Max Drawdown (3Y)Largest decline over 3 years | -17.76% | -18.90% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -23.92% | -25.43% | +1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -39.91% | -33.92% | -5.99% |
Current DrawdownCurrent decline from peak | -0.85% | -1.80% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -7.52% | -10.71% | +3.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.03% | +0.63% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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