SSHVX vs. SSHFX
Compare and contrast key facts about Sound Shore Fund Institutional Class (SSHVX) and Sound Shore Fund (SSHFX).
SSHVX is an actively managed fund by Sound Shore. It was launched on Dec 9, 2013. SSHFX is managed by Sound Shore. It was launched on May 17, 1985.
Performance
SSHVX vs. SSHFX - Performance Comparison
Loading graphics...
SSHVX vs. SSHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSHVX Sound Shore Fund Institutional Class | -6.22% | 18.37% | 22.67% | 17.67% | -10.47% | 23.99% | 7.92% | 23.49% | -12.44% | 16.41% |
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
The year-to-date returns for both stocks are quite close, with SSHVX having a -6.22% return and SSHFX slightly lower at -6.25%. Both investments have delivered pretty close results over the past 10 years, with SSHVX having a 10.60% annualized return and SSHFX not far behind at 10.40%.
SSHVX
- 1D
- -0.57%
- 1M
- -8.20%
- YTD
- -6.22%
- 6M
- 1.12%
- 1Y
- 13.15%
- 3Y*
- 16.47%
- 5Y*
- 9.82%
- 10Y*
- 10.60%
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.
SSHVX vs. SSHFX - Expense Ratio Comparison
SSHVX has a 0.75% expense ratio, which is lower than SSHFX's 0.93% expense ratio.
Return for Risk
SSHVX vs. SSHFX — Risk / Return Rank
SSHVX
SSHFX
SSHVX vs. SSHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sound Shore Fund Institutional Class (SSHVX) 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.
| SSHVX | SSHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.80 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.18 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.99 | +0.02 |
Martin ratioReturn relative to average drawdown | 3.65 | 3.58 | +0.07 |
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
| SSHVX | SSHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.80 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.57 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.55 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.58 | -0.05 |
Correlation
The correlation between SSHVX and SSHFX is 1.00, 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
SSHVX vs. SSHFX - Dividend Comparison
SSHVX's dividend yield for the trailing twelve months is around 14.30%, less than SSHFX's 14.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSHVX Sound Shore Fund Institutional Class | 14.30% | 13.41% | 25.54% | 4.54% | 4.81% | 27.05% | 7.90% | 7.66% | 8.43% | 11.89% | 7.21% | 12.62% |
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
SSHVX vs. SSHFX - Drawdown Comparison
The maximum SSHVX drawdown since its inception was -39.90%, smaller than the maximum SSHFX drawdown of -52.63%. Use the drawdown chart below to compare losses from any high point for SSHVX and SSHFX.
Loading graphics...
Drawdown Indicators
| SSHVX | SSHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.90% | -52.63% | +12.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.63% | -12.65% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -23.81% | -23.92% | +0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -39.90% | -39.91% | +0.01% |
Current DrawdownCurrent decline from peak | -9.65% | -9.67% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -7.56% | +2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 3.49% | -0.01% |
Volatility
SSHVX vs. SSHFX - Volatility Comparison
Sound Shore Fund Institutional Class (SSHVX) and Sound Shore Fund (SSHFX) have volatilities of 4.72% and 4.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SSHVX | SSHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 4.73% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 9.96% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.36% | 17.39% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.96% | 16.97% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.97% | 18.97% | 0.00% |