SSHFX vs. TOWFX
Compare and contrast key facts about Sound Shore Fund (SSHFX) and Towpath Focus Fund (TOWFX).
SSHFX is managed by Sound Shore. It was launched on May 17, 1985. TOWFX is managed by Oelschlager Investments. It was launched on Dec 31, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSHFX or TOWFX.
Correlation
The correlation between SSHFX and TOWFX is 0.83, 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.
Performance
SSHFX vs. TOWFX - Performance Comparison
Key characteristics
SSHFX:
-0.77
TOWFX:
0.86
SSHFX:
-0.79
TOWFX:
1.21
SSHFX:
0.83
TOWFX:
1.18
SSHFX:
-0.57
TOWFX:
0.91
SSHFX:
-1.38
TOWFX:
4.23
SSHFX:
14.58%
TOWFX:
2.40%
SSHFX:
26.21%
TOWFX:
11.87%
SSHFX:
-57.68%
TOWFX:
-31.10%
SSHFX:
-30.69%
TOWFX:
-3.57%
Returns By Period
In the year-to-date period, SSHFX achieves a -7.70% return, which is significantly lower than TOWFX's 3.44% return.
SSHFX
-7.70%
-5.89%
-24.44%
-18.06%
2.52%
-2.53%
TOWFX
3.44%
-1.28%
6.24%
11.71%
16.27%
N/A
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SSHFX vs. TOWFX - Expense Ratio Comparison
SSHFX has a 0.93% expense ratio, which is lower than TOWFX's 1.11% expense ratio.
Risk-Adjusted Performance
SSHFX vs. TOWFX — Risk-Adjusted Performance Rank
SSHFX
TOWFX
SSHFX vs. TOWFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sound Shore Fund (SSHFX) and Towpath Focus Fund (TOWFX). 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.
Dividends
SSHFX vs. TOWFX - Dividend Comparison
SSHFX's dividend yield for the trailing twelve months is around 1.40%, more than TOWFX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSHFX Sound Shore Fund | 1.40% | 1.29% | 0.68% | 1.01% | 1.06% | 0.76% | 0.92% | 1.37% | 1.14% | 1.05% | 0.95% | 2.07% |
TOWFX Towpath Focus Fund | 1.31% | 1.35% | 1.44% | 1.02% | 0.61% | 1.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSHFX vs. TOWFX - Drawdown Comparison
The maximum SSHFX drawdown since its inception was -57.68%, which is greater than TOWFX's maximum drawdown of -31.10%. Use the drawdown chart below to compare losses from any high point for SSHFX and TOWFX. For additional features, visit the drawdowns tool.
Volatility
SSHFX vs. TOWFX - Volatility Comparison
Sound Shore Fund (SSHFX) has a higher volatility of 11.97% compared to Towpath Focus Fund (TOWFX) at 8.35%. This indicates that SSHFX's price experiences larger fluctuations and is considered to be riskier than TOWFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.