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SSHVX: SOUND SHORE FUND INC. INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 46.07 0.44(0.95%) May 23
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (1%) |
Start Date: | 12/13/2013 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 5.10% |
Expenses | 0.94% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/13/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | 15.3 | 35.0 | 8.1 | 12.1 | 9.2 | 9.7 | 17.7 | -10.5 | 24.0 | 7.9 | 23.5 | -12.4 | 16.4 | 14.7 | -4.7 | 11.9 | 4.6 |
Sharpe Ratio | NA | 4.28 | 2.86 | 0.34 | 0.47 | 0.43 | 0.47 | 0.9 | -0.49 | 1.62 | 0.2 | 1.61 | -0.82 | 2.14 | 0.9 | -0.3 | 0.99 | 18.94 |
Draw Down(%) | NA | 5.7 | 10.2 | 23.8 | 39.9 | 39.9 | 39.9 | 15.6 | 23.8 | 6.9 | 39.9 | 9.7 | 22.9 | 3.6 | 13.4 | 15.1 | 9.6 | 0.4 |
Standard Deviation(%) | NA | 11.0 | 11.6 | 18.0 | 23.0 | 19.0 | 18.8 | 15.1 | 24.1 | 14.8 | 38.0 | 13.8 | 16.7 | 7.4 | 16.1 | 15.8 | 12.1 | 9.4 |
Treynor Ratio | NA | 0.42 | 0.31 | 0.05 | 0.1 | 0.08 | 0.08 | 0.12 | -0.1 | 0.22 | 0.07 | 0.19 | -0.13 | 0.17 | 0.13 | -0.05 | 0.11 | 1.7 |
Alpha | NA | 0.05 | 0.04 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | -0.03 | -0.02 | 0.02 | -0.02 | -0.03 | 0.0 | -0.02 | -0.01 | -0.01 | 0.04 |
Beta | NA | 1.11 | 1.06 | 1.17 | 1.09 | 1.08 | 1.08 | 1.12 | 1.2 | 1.1 | 1.04 | 1.15 | 1.02 | 0.94 | 1.16 | 1.0 | 1.07 | 1.05 |
RSquared | NA | 0.83 | 0.83 | 0.86 | 0.92 | 0.92 | 0.92 | 0.78 | 0.88 | 0.91 | 0.96 | 0.92 | 0.93 | 0.8 | 0.92 | 0.95 | 0.92 | 0.96 |
Yield(%) | N/A | 0.0 | 5.1 | 9.7 | 10.3 | 8.6 | N/A | 5.1 | 4.1 | 26.7 | 7.8 | 8.7 | 6.8 | 12.2 | 7.8 | 10.7 | 12.5 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 6.4 | 51.1 | -7.4 | N/A | N/A | 6.4 | -84.8 | 234.3 | 2.9 | 4.2 | -42.7 | 71.5 | -38.9 | -14.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/13/2013
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