Find A Portfolio/Ticker
Comparison Box
SSHFX: Sound Shore (MUTUAL FUND)
Basic Info 34.61 0.4(1.17%) March 21
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 12/28/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.94% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.6 | -1.4 | -7.2 | 23.5 | 5.7 | 9.2 | 7.5 | 8.5 | -14.3 | 23.7 | 7.8 | 23.3 | -12.6 | 16.2 | 14.6 | -5.0 | 11.8 | 41.5 | 19.3 | -6.2 | 12.3 | 26.6 | -35.6 | 2.6 | 16.6 | 6.8 | 15.3 | 32.0 | -15.2 | -0.8 | 20.2 | 0.0 | 4.4 | 36.4 | 33.3 | 18.9 | -5.0 | 2.5 | 8.2 | 31.4 | -10.6 | 11.0 | 10.8 | -11.8 | 2.4 |
| SR | NA | -1.04 | -0.47 | 0.8 | 0.16 | 0.43 | NA | 0.32 | -0.64 | 1.6 | 0.2 | 1.59 | -0.83 | 2.12 | 0.9 | -0.32 | 0.97 | 3.49 | 1.35 | -0.23 | 0.65 | 1.04 | -0.93 | -0.03 | 1.4 | 0.47 | 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 | -1.23 | 0.4 | 0.4 | -0.73 | -0.05 |
| DD(%) | NA | 15.6 | 22.4 | 23.9 | 39.9 | 39.9 | NA | 52.6 | 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 | 15.8 | 8.7 | 31.8 | 10.4 |
| SD(%) | NA | 22.2 | 24.5 | 23.8 | 23.4 | 19.1 | NA | 17.7 | 24.7 | 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 | 13.4 | 15.2 | 21.7 | 15.4 |
| TR | NA | -0.17 | -0.1 | 0.17 | 0.03 | 0.08 | NA | 0.06 | -0.13 | 0.22 | 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 | 0.09 | -0.01 | 0.0 | -0.01 | -0.01 | NA | 0.0 | -0.06 | -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 | -0.03 | 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 | 1.36 | 1.19 | 1.11 | 1.08 | 1.07 | NA | 0.9 | 1.2 | 1.09 | 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 | 0.77 | 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 |
| RS | NA | 0.78 | 0.83 | 0.89 | 0.92 | 0.92 | NA | 0.75 | 0.85 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (Hennessy Cornerstone Value) 1.22% (100%)
- TWEIX (American Century Equity Income Inv) 0.35% (100%)
- VEIPX (Vanguard Equity-Income Inv) 1.02% (99%)
- MAVFX (Matrix Advisors Value) 2.35% (99%)
- VWNFX (Vanguard Windsor II Investor) 1.57% (99%)
- SSHFX (Sound Shore) 1.17% (99%)
- DTLVX (Wilshire Large Company Value Invmt) 1.65% (98%)
- FEQIX (Fidelity Equity-Income) 0.90% (98%)
- FSTKX (Federated MDT Stock Svc) 1.46% (98%)
- TRVLX (T. Rowe Price Value) 1.10% (98%)
Best ETFs
- PWV (PowerShares Dynamic Large Cap Value ETF) 0.98% (100%)
- VTV (Vanguard Value ETF) 1.11% (100%)
- PFM (PowerShares Dividend Achievers ETF) 0.79% (99%)
- IVE (iShares S&P 500 Value) 1.22% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF) 1.03% (99%)
- IWD (iShares Russell 1000 Value) 1.32% (98%)
- DTD (WisdomTree Total Dividend ETF) 0.73% (96%)
- DHS (WisdomTree Equity Income ETF) 1.30% (95%)
- CVY (Guggenheim Multi-Asset Income ETF) 2.27% (95%)
- DEF (Guggenheim Defensive Equity ETF) 0.86% (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) (97%)
- BDJ (BlackRock Enhanced Dividend Achievers) (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) (96%)
- GDV (Gabelli Dividend & Income) (96%)
- NFJ (NFJ Dividend, Interest & Premium Strat) (96%)
- TY (Tri-Continental) (96%)
Latest Articles Related to SSHFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
