TOWFX vs. SSHFX
Compare and contrast key facts about Towpath Focus Fund (TOWFX) and Sound Shore Fund (SSHFX).
TOWFX is managed by Oelschlager Investments. It was launched on Dec 31, 2019. SSHFX is managed by Sound Shore. It was launched on May 17, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TOWFX or SSHFX.
Correlation
The correlation between TOWFX and SSHFX 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
TOWFX vs. SSHFX - Performance Comparison
Key characteristics
TOWFX:
1.03
SSHFX:
-0.66
TOWFX:
1.44
SSHFX:
-0.65
TOWFX:
1.21
SSHFX:
0.86
TOWFX:
1.10
SSHFX:
-0.49
TOWFX:
5.04
SSHFX:
-1.17
TOWFX:
2.42%
SSHFX:
14.80%
TOWFX:
11.91%
SSHFX:
26.30%
TOWFX:
-31.10%
SSHFX:
-57.68%
TOWFX:
-3.15%
SSHFX:
-30.13%
Returns By Period
In the year-to-date period, TOWFX achieves a 3.89% return, which is significantly higher than SSHFX's -6.95% return.
TOWFX
3.89%
6.19%
5.40%
10.99%
16.28%
N/A
SSHFX
-6.95%
4.81%
-24.21%
-19.20%
2.73%
-2.46%
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TOWFX vs. SSHFX - Expense Ratio Comparison
TOWFX has a 1.11% expense ratio, which is higher than SSHFX's 0.93% expense ratio.
Risk-Adjusted Performance
TOWFX vs. SSHFX — Risk-Adjusted Performance Rank
TOWFX
SSHFX
TOWFX vs. SSHFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Towpath Focus Fund (TOWFX) 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.
Dividends
TOWFX vs. SSHFX - Dividend Comparison
TOWFX's dividend yield for the trailing twelve months is around 1.30%, less than SSHFX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TOWFX Towpath Focus Fund | 1.30% | 1.35% | 1.44% | 1.02% | 0.61% | 1.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SSHFX Sound Shore Fund | 1.39% | 1.29% | 0.68% | 1.01% | 1.06% | 0.76% | 0.92% | 1.37% | 1.14% | 1.05% | 0.95% | 2.07% |
Drawdowns
TOWFX vs. SSHFX - Drawdown Comparison
The maximum TOWFX drawdown since its inception was -31.10%, smaller than the maximum SSHFX drawdown of -57.68%. Use the drawdown chart below to compare losses from any high point for TOWFX and SSHFX. For additional features, visit the drawdowns tool.
Volatility
TOWFX vs. SSHFX - Volatility Comparison
The current volatility for Towpath Focus Fund (TOWFX) is 7.97%, while Sound Shore Fund (SSHFX) has a volatility of 11.17%. This indicates that TOWFX 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.