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Sound Shore Investor (SSHFX)
At close: 6:06 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 24.39% |
| 5y Average Return | 12.48% |
| Number of Years Up | 29 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Nov 7, 2024) | 41.53% |
| Worst 1Y Total Return (Nov 7, 2024) | -- |
| Best 3Y Total Return | 41.53% |
| Worst 3Y Total Return | 5.10% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SSHFX
Category
- YTD
- 20.33%
- 4.44%
- 1-Month
- -0.61%
- -4.04%
- 3-Month
- 1.31%
- 4.09%
- 1-Year
- 40.29%
- 14.37%
- 3-Year
- 8.41%
- 6.04%
- 5-Year
- 12.20%
- 9.20%
- 10-Year
- 8.99%
- 8.57%
- Last Bull Market
- 36.46%
- 22.97%
- Last Bear Market
- -13.45%
- -11.27%
Annual Total Return (%) History
Year
SSHFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 17.05% | -3.06% | 6.70% | -- |
| 2023 | 1.37% | 5.14% | -2.01% | 12.44% |
| 2022 | -0.97% | -13.45% | -7.81% | 13.18% |
| 2021 | 11.33% | 5.61% | 0.32% | 4.91% |
| 2020 | -29.17% | 17.52% | 6.98% | 21.03% |
| 2019 | 11.89% | 4.47% | -2.46% | 8.14% |
| 2018 | -2.66% | 0.81% | 5.61% | -15.71% |
| 2017 | 4.55% | 3.52% | 2.99% | 4.27% |
| 2016 | 0.58% | 1.69% | 6.81% | 4.93% |
| 2015 | 0.90% | -0.32% | -10.34% | 5.33% |
| 2014 | 3.57% | 5.01% | -0.19% | 2.96% |
| 2013 | 11.60% | 6.40% | 7.46% | 10.91% |
| 2012 | 14.93% | -4.86% | 4.70% | 4.22% |
| 2011 | 5.09% | -1.40% | -19.19% | 12.05% |
| 2010 | 4.23% | -12.63% | 10.58% | 11.35% |
| 2009 | -7.43% | 15.57% | 14.42% | 3.45% |
| 2008 | -8.44% | 0.69% | -7.11% | -24.81% |
| 2007 | -0.20% | 6.74% | 0.50% | -4.18% |
| 2006 | 3.19% | -1.60% | 7.01% | 7.27% |
| 2005 | -2.92% | 1.75% | 8.11% | 0.00% |
| 2004 | 3.55% | 1.46% | 0.09% | 9.69% |
| 2003 | -6.94% | 21.73% | 2.81% | 13.11% |
| 2002 | 2.49% | -10.23% | -16.36% | 9.90% |
| 2001 | -2.05% | 2.75% | -7.18% | 6.18% |
| 2000 | 4.68% | -5.71% | 12.81% | 7.92% |
| 1999 | -4.22% | 11.07% | -12.35% | 7.30% |
| 1998 | 10.75% | -5.22% | -14.47% | 16.30% |
| 1997 | 2.12% | 16.19% | 16.15% | -1.03% |
| 1996 | 6.17% | 7.31% | 4.75% | 11.67% |
| 1995 | 7.89% | 8.81% | 5.21% | 5.14% |
| 1994 | -0.55% | -1.04% | 3.47% | -1.51% |
| 1993 | 5.97% | -0.87% | 0.71% | 5.84% |
| 1992 | 4.22% | 0.06% | 4.83% | 10.83% |
| 1991 | 16.48% | 2.48% | 6.04% | 4.47% |
| 1990 | -1.53% | 4.28% | -15.21% | 2.62% |
| 1989 | 10.34% | 7.85% | 6.08% | -3.00% |
| 1988 | 6.56% | 5.83% | 5.08% | 1.40% |
| 1987 | 19.98% | -5.36% | 5.27% | -19.45% |
| 1986 | 19.57% | 2.18% | -6.19% | 5.22% |
| 1985 | -4.31% | 18.22% | -- | -- |
Rank in Category (By Total Return)
| YTD | 6 |
| 1-Month | 34 |
| 3-Month | 80 |
| 1-Year | 2 |
| 3-Year | 35 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 40.29% |
| 3-Year | 8.41% |
| 5-Year | 12.20% |
| 10-Year | 8.99% |
Performance & Risk
| YTD Return | 24.39% |
| 5y Average Return | 12.48% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Sound Shore |
| Net Assets | 1.02B |
| YTD Return | 20.33% |
| Yield | 0.76% |
| Morningstar Rating | |
| Inception Date | May 17, 1985 |
Fund Summary
The fund's Adviser seeks to meet the fund's investment objective of growth of capital by employing a value investment strategy to its selection of predominantly Large Cap and Mid Cap common stocks for the portfolio. The investment strategy is built upon three components: Disciplined Approach, Risk Aversion and Long-Term Orientation. While most of the fund's assets will be invested in domestic common stock, it may also invest in U.S. traded Large Cap and Mid Cap securities issued by companies organized outside the United States including American Depositary Receipts.
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