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SSHFX: SOUND SHORE FUND INC. INVESTOR CLASS (MUTUAL FUND)
Basic Info 44.07 0.25(0.57%) April 22
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (99%) |
Start Date: | 03/25/1986 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.60% |
Expenses | 0.94% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 11.8 | 30.2 | 8.3 | 10.8 | 8.8 | 12.1 | 8.2 | 9.1 | 17.4 | -10.6 | 23.8 | 7.7 | 23.3 | -12.6 | 16.2 | 14.6 | -4.9 | 11.8 | 41.5 | 19.3 | -6.2 | 12.3 | 26.6 | -35.6 | 2.5 | 16.6 | 6.8 | 15.3 | 32.1 | -15.2 | -0.8 | 20.2 | 0.0 | 4.4 | 36.4 | 33.3 | 18.9 | -5.0 | 2.5 | 8.2 | 31.4 | -10.5 | 10.9 | 10.8 | -11.8 | 2.4 |
Sharpe Ratio | NA | 3.46 | 2.07 | 0.31 | 0.39 | 0.4 | NA | NA | 0.35 | 0.88 | -0.5 | 1.61 | 0.2 | 1.59 | -0.83 | 2.12 | 0.89 | -0.31 | 0.97 | 3.49 | 1.35 | -0.23 | 0.65 | 1.04 | -0.93 | -0.04 | 1.39 | 0.48 | 1.34 | 2.02 | -0.73 | -0.21 | 0.9 | -0.22 | 0.06 | 2.4 | 2.66 | 1.28 | -0.89 | 0.03 | 0.42 | 2.23 | -1.21 | 0.38 | 0.4 | -0.73 | -0.05 |
Draw Down(%) | NA | 5.7 | 10.2 | 23.9 | 39.9 | 39.9 | NA | NA | 52.6 | 15.6 | 23.9 | 6.9 | 39.9 | 9.7 | 23.0 | 3.7 | 13.4 | 15.1 | 9.6 | 5.2 | 12.2 | 25.5 | 16.6 | 24.3 | 47.5 | 9.4 | 7.7 | 7.8 | 8.0 | 16.2 | 31.4 | 14.5 | 9.6 | 17.1 | 27.2 | 9.0 | 8.6 | 8.9 | 8.6 | 8.3 | 10.4 | 6.0 | 22.7 | 15.9 | 8.7 | 31.8 | 10.4 |
Standard Deviation(%) | NA | 11.1 | 12.2 | 18.1 | 23.0 | 19.0 | NA | NA | 17.6 | 15.1 | 24.1 | 14.8 | 38.0 | 13.8 | 16.7 | 7.4 | 16.1 | 15.8 | 12.1 | 11.9 | 14.4 | 26.6 | 18.7 | 25.5 | 39.0 | 14.0 | 9.6 | 9.8 | 10.7 | 15.5 | 22.4 | 14.8 | 17.9 | 14.5 | 17.5 | 13.6 | 11.1 | 11.7 | 8.9 | 11.6 | 13.7 | 12.4 | 12.9 | 13.5 | 15.2 | 21.7 | 15.4 |
Treynor Ratio | NA | 0.35 | 0.24 | 0.05 | 0.08 | 0.07 | NA | NA | 0.07 | 0.12 | -0.1 | 0.21 | 0.07 | 0.19 | -0.14 | 0.17 | 0.12 | -0.05 | 0.11 | 0.4 | 0.18 | -0.06 | 0.12 | 0.34 | -0.42 | -0.01 | 0.15 | 0.06 | 0.15 | 0.37 | -0.21 | -0.05 | 0.19 | -0.04 | 0.01 | 0.44 | 0.37 | 0.2 | -0.13 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.07 | 0.05 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | 0.03 | -0.03 | -0.02 | 0.02 | -0.02 | -0.03 | 0.0 | -0.02 | -0.02 | -0.01 | 0.02 | 0.01 | -0.03 | -0.01 | 0.04 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.02 | 0.05 | -0.04 | -0.03 | 0.04 | 0.05 | -0.03 | -0.02 | -0.04 | 0.16 | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.09 | 1.07 | 1.17 | 1.09 | 1.08 | NA | NA | 0.9 | 1.13 | 1.2 | 1.1 | 1.04 | 1.15 | 1.03 | 0.94 | 1.16 | 1.0 | 1.07 | 1.03 | 1.1 | 1.1 | 0.99 | 0.78 | 0.86 | 0.78 | 0.89 | 0.83 | 0.93 | 0.85 | 0.77 | 0.6 | 0.85 | 0.76 | 0.84 | 0.74 | 0.81 | 0.75 | 0.61 | 0.67 | 12.39 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.82 | 0.84 | 0.86 | 0.92 | 0.92 | NA | NA | 0.75 | 0.78 | 0.88 | 0.91 | 0.96 | 0.92 | 0.93 | 0.8 | 0.92 | 0.95 | 0.92 | 0.93 | 0.94 | 0.98 | 0.96 | 0.93 | 0.93 | 0.88 | 0.77 | 0.82 | 0.86 | 0.87 | 0.9 | 0.67 | 0.82 | 0.76 | 0.85 | 0.83 | 0.68 | 0.27 | 0.48 | 0.25 | 0.27 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 5.0 | 10.1 | 9.9 | 8.7 | 13.7 | 8.3 | N/A | 5.1 | 4.0 | 26.7 | 7.8 | 8.7 | 6.7 | 12.1 | 7.7 | 10.5 | 12.5 | 0.9 | 1.0 | 1.1 | 0.8 | 0.9 | 0.7 | 11.6 | 9.5 | 7.1 | 5.8 | 2.1 | 0.5 | 8.7 | 5.9 | 0.6 | 0.7 | 4.7 | 13.6 | 1.4 | 1.3 | 0.9 | 1.2 | 2.4 | 3.7 | 2.7 | 1.5 | 1.3 | 1.7 |
Dividend Growth(%) | N/A | -100.0 | 6.6 | 52.0 | -7.3 | 209.0 | N/A | N/A | N/A | 6.6 | -85.1 | 237.3 | 2.8 | 4.5 | -43.0 | 72.1 | -38.6 | -15.5 | 1796.9 | 6.7 | -11.8 | 41.7 | 9.1 | -15.4 | -94.3 | 29.7 | 35.1 | 32.8 | 254.5 | 292.9 | -95.1 | 68.8 | 900.0 | -19.0 | -79.2 | -59.3 | 1081.0 | -4.5 | 57.1 | -22.2 | -35.7 | -46.2 | 52.9 | 88.9 | 0.0 | -18.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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