- Issuer
- Sound Shore
- Inception Date
- Dec 9, 2013
- Category
- Large Cap Value Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
SSHVX Performance Chart
Sound Shore Fund Institutional Class (SSHVX) is up 5.0% since the beginning of the year. SSHVX is currently trading at $43 per share. Investors who bought $1,000 worth of SSHVX shares 5 years ago would now be looking at an investment worth $1,651.
Loading charts...
Returns By Period
Sound Shore Fund Institutional Class (SSHVX) has returned 4.97% so far this year and 27.92% over the past 12 months. Over the last ten years, SSHVX has returned 11.49% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
Sound Shore Fund Institutional Class
- 1D
- -0.49%
- 1M
- 1.37%
- YTD
- 4.97%
- 6M
- 8.04%
- 1Y
- 27.92%
- 3Y*
- 20.62%
- 5Y*
- 10.55%
- 10Y*
- 11.49%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
SSHVX Monthly Returns History
Based on dividend-adjusted daily data since Dec 12, 2013, SSHVX's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, an investment would double in approximately 6.2 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +14.8%, while the worst month was Mar 2020 at -18.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SSHVX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +10.4%, while the worst single day was Mar 16, 2020 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.78% | 1.36% | -5.47% | 7.71% | 1.41% | -0.49% | 4.97% | ||||||
| 2025 | 3.25% | -2.20% | -2.84% | -5.08% | 4.04% | 4.41% | 1.43% | 3.57% | 3.32% | 1.88% | 3.48% | 2.28% | 18.37% |
| 2024 | 1.30% | 8.21% | 6.83% | -4.53% | 4.21% | -2.52% | 4.70% | 0.97% | 0.97% | -0.58% | 6.69% | -4.60% | 22.67% |
| 2023 | 10.39% | -3.62% | -4.69% | -1.03% | -0.56% | 6.88% | 3.45% | -2.64% | -2.63% | -3.54% | 8.27% | 7.72% | 17.67% |
| 2022 | -1.03% | -0.32% | 0.44% | -5.95% | 4.21% | -11.67% | 8.82% | -4.64% | -11.14% | 10.09% | 7.25% | -4.14% | -10.47% |
| 2021 | -0.45% | 5.47% | 6.06% | 4.39% | 3.21% | -1.94% | 1.56% | 1.24% | -2.38% | 4.05% | -4.33% | 5.47% | 23.99% |
Benchmark Metrics
Sound Shore Fund Institutional Class has an annualized alpha of -1.15%, beta of 0.97, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since December 13, 2013.
- This fund participated in 106.62% of S&P 500 Index downside but only 97.75% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.97 and R2 of 0.85, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -1.15%
- Beta
- 0.97
- R²
- 0.85
- Upside Capture
- 97.75%
- Downside Capture
- 106.62%
Expense Ratio
SSHVX has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SSHVX ranks 52 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 Institutional Class (SSHVX) and compare them to S&P 500 Index.
| SSHVX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 2.39 | -0.26 |
Sortino ratioReturn per unit of downside risk | 3.06 | 3.25 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.43 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.94 | 3.11 | -0.17 |
Martin ratioReturn relative to average drawdown | 10.75 | 14.38 | -3.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Sound Shore Fund Institutional Class provided a 12.78% dividend yield over the last twelve months, with an annual payout of $5.48 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.48 | $5.48 | $9.99 | $1.81 | $1.71 | $11.24 | $3.36 | $3.27 | $3.14 | $5.48 | $3.19 | $5.22 |
Dividend yield | 12.78% | 13.41% | 25.54% | 4.54% | 4.81% | 27.05% | 7.90% | 7.66% | 8.43% | 11.89% | 7.21% | 12.62% |
Monthly Dividends
The table displays the monthly dividend distributions for Sound Shore Fund Institutional Class. 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 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.18 | $5.48 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.71 | $9.99 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.64 | $1.81 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 | $1.71 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.06 | $11.24 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Sound Shore Fund Institutional Class. 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 Institutional Class was 39.90%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current Sound Shore Fund Institutional Class drawdown is 0.49%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -39.90%Mar 2020 | 2mo 2d | 7mo 28d | 10moJan 2020 - Nov 2020 |
Bear market2022 | -23.81%Sep 2022 | 8mo 21d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
Rate-hike selloffLate 2018 | -22.92%Dec 2018 | 10mo 29d | 11mo 28d | 1y 10moJan 2018 - Dec 2019 |
2016 bear market2016 | -20.95%Feb 2016 | 8mo 25d | 6mo 24d | 1y 3moMay 2015 - Sep 2016 |
2025 selloff2025 | -17.69%Apr 2025 | 4mo 13d | 3mo 16d | 7mo 29dNov 2024 - Jul 2025 |
Drawdown Indicators
| SSHVX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.90% | -56.78% | +16.88% |
Max Drawdown (1Y)Largest decline over 1 year | -9.65% | -9.10% | -0.55% |
Max Drawdown (3Y)Largest decline over 3 years | -17.69% | -18.90% | +1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -23.81% | -25.43% | +1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -39.90% | -33.92% | -5.98% |
Current DrawdownCurrent decline from peak | -0.49% | 0.00% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -10.72% | +5.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 1.97% | +0.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with SSHVX
Add Sound Shore Fund Institutional Class to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with SSHVX