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SSHVX: SOUND SHORE FUND INC. INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 40.92 0.19(0.47%) July 25
See more info about SSHVX| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 12/13/2013 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 0.57% |
| Expenses | 0.94% |
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Performance Analytics (As of 07/18/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/13/2013 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | 1.8 | 4.6 | -10.0 | 3.8 | 2.7 | 3.0 | 4.3 | -1.0 | 13.4 |
| Sharpe Ratio ? | NA | 0.1 | -0.55 | 0.06 | 0.02 | 0.06 | 0.14 | -0.3 | 0.59 |
| Draw Down(%) ? | NA | 17.6 | 33.5 | 33.5 | 38.0 | 39.9 | 39.9 | 23.1 | 15.6 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/13/2013
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