SLVRX vs. SSHFX
Compare and contrast key facts about Columbia Select Large Cap Value Fund Class R (SLVRX) and Sound Shore Fund (SSHFX).
SLVRX is managed by Columbia. It was launched on Apr 30, 2003. SSHFX is managed by Sound Shore. It was launched on May 17, 1985.
Performance
SLVRX vs. SSHFX - Performance Comparison
Loading graphics...
SLVRX vs. SSHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 0.13% | 27.32% | 12.24% | 5.25% | -1.30% | 26.02% | 5.92% | 26.26% | -12.52% | 18.96% |
SSHFX Sound Shore Fund | -6.25% | 18.15% | 22.42% | 17.43% | -10.64% | 23.76% | 7.74% | 23.28% | -12.58% | 16.23% |
Returns By Period
In the year-to-date period, SLVRX achieves a 0.13% return, which is significantly higher than SSHFX's -6.25% return. Over the past 10 years, SLVRX has outperformed SSHFX with an annualized return of 12.07%, while SSHFX has yielded a comparatively lower 10.40% annualized return.
SLVRX
- 1D
- -0.60%
- 1M
- -8.87%
- YTD
- 0.13%
- 6M
- 9.17%
- 1Y
- 24.03%
- 3Y*
- 15.22%
- 5Y*
- 10.31%
- 10Y*
- 12.07%
SSHFX
- 1D
- -0.58%
- 1M
- -8.18%
- YTD
- -6.25%
- 6M
- 1.04%
- 1Y
- 12.93%
- 3Y*
- 16.24%
- 5Y*
- 9.60%
- 10Y*
- 10.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SLVRX vs. SSHFX - Expense Ratio Comparison
SLVRX has a 1.05% expense ratio, which is higher than SSHFX's 0.93% expense ratio.
Return for Risk
SLVRX vs. SSHFX — Risk / Return Rank
SLVRX
SSHFX
SLVRX vs. SSHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Class R (SLVRX) and Sound Shore Fund (SSHFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SLVRX | SSHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 0.80 | +0.68 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.18 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.17 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.99 | +0.88 |
Martin ratioReturn relative to average drawdown | 8.01 | 3.58 | +4.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SLVRX | SSHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.80 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.57 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.55 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.58 | -0.12 |
Correlation
The correlation between SLVRX and SSHFX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SLVRX vs. SSHFX - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 8.48%, less than SSHFX's 14.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 8.48% | 8.50% | 3.27% | 3.42% | 1.15% | 5.83% | 7.46% | 6.83% | 4.60% | 3.92% | 8.22% | 4.27% |
SSHFX Sound Shore Fund | 14.51% | 13.60% | 25.89% | 4.51% | 4.76% | 27.20% | 7.86% | 7.61% | 8.35% | 11.83% | 7.14% | 12.42% |
Drawdowns
SLVRX vs. SSHFX - Drawdown Comparison
The maximum SLVRX drawdown since its inception was -60.20%, which is greater than SSHFX's maximum drawdown of -52.63%. Use the drawdown chart below to compare losses from any high point for SLVRX and SSHFX.
Loading graphics...
Drawdown Indicators
| SLVRX | SSHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -52.63% | -7.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -12.65% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -23.92% | +5.39% |
Max Drawdown (10Y)Largest decline over 10 years | -41.51% | -39.91% | -1.60% |
Current DrawdownCurrent decline from peak | -9.03% | -9.67% | +0.64% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -7.56% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.49% | -0.60% |
Volatility
SLVRX vs. SSHFX - Volatility Comparison
The current volatility for Columbia Select Large Cap Value Fund Class R (SLVRX) is 3.73%, while Sound Shore Fund (SSHFX) has a volatility of 4.73%. This indicates that SLVRX experiences smaller price fluctuations and is considered to be less risky than SSHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SLVRX | SSHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 4.73% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 9.96% | -0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 17.39% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 16.97% | -1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 18.97% | -0.29% |