Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) | -6.22% | -17.27% | -1.32% | 3.01% | 1.62% | 5.56% | 4.95% | 6.58% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) | 03/25/1986 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 03/25/1986.
AR inception is since 03/25/1986.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 (%) | 1.49 | -17.27 | -1.32 | 3.01 | 1.62 | 5.56 | 4.95 | 6.58 | -6.22 | -1.49 | 13.10 | -13.87 | -1.87 | 0.56 | 23.28 | -12.58 | 16.23 | 14.56 | -4.90 | 11.75 | 41.53 | 19.32 | -6.18 | 12.29 | 26.64 | -35.60 | 2.48 | 16.55 | 6.82 | 15.35 | 32.05 | -15.17 | -0.76 | 20.23 | 0.05 | 4.40 | 36.40 | 33.27 | 18.86 | -5.00 | 2.46 | 8.23 | 31.43 | -10.51 | 10.87 | 10.83 | -11.80 | 2.43 |
| Sharpe Ratio | NA | -0.84 | -0.25 | 0.01 | 0.00 | NA | NA | 0.24 | -0.86 | -0.32 | 0.57 | -0.62 | -0.07 | 0.01 | 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 | 0.90 | -0.22 | 0.06 | 2.40 | 2.66 | 1.28 | -0.89 | 0.03 | 0.42 | 2.23 | -1.21 | 0.38 | 0.40 | -0.73 | -0.05 |
| Standard Deviation(%) | NA | 28.15 | 22.69 | 23.88 | 22.14 | NA | NA | 18.39 | 23.71 | 25.45 | 15.58 | 24.60 | 27.49 | 38.72 | 13.76 | 16.75 | 7.38 | 16.08 | 15.76 | 12.08 | 11.89 | 14.45 | 26.56 | 18.68 | 25.47 | 39.00 | 14.02 | 9.56 | 9.78 | 10.72 | 15.54 | 22.41 | 14.85 | 17.93 | 14.54 | 17.54 | 13.62 | 11.09 | 11.74 | 8.94 | 11.60 | 13.72 | 12.37 | 12.94 | 13.50 | 15.21 | 21.73 | 15.40 |
| Draw Down(%) | NA | 33.82 | 33.82 | 38.18 | 39.91 | NA | NA | 52.62 | 17.64 | 23.41 | 15.59 | 23.92 | 21.75 | 39.91 | 9.72 | 23.02 | 3.66 | 13.44 | 15.13 | 9.63 | 5.22 | 12.23 | 25.47 | 16.61 | 24.26 | 47.51 | 9.42 | 7.72 | 7.81 | 7.97 | 16.17 | 31.41 | 14.49 | 9.56 | 17.06 | 27.24 | 9.04 | 8.63 | 8.91 | 8.57 | 8.29 | 10.36 | 6.02 | 22.66 | 15.94 | 8.70 | 31.84 | 10.40 |
| Yield(%) | 0.00 | 1.13 | 0.97 | 1.16 | 4.35 | 6.36 | 5.76 | 10.45 | 0.00 | 1.26 | 0.77 | 0.85 | 1.04 | 0.76 | 8.66 | 6.69 | 12.16 | 7.73 | 10.55 | 12.50 | 0.90 | 1.01 | 1.04 | 0.84 | 0.92 | 0.73 | 11.59 | 9.49 | 7.12 | 5.82 | 2.06 | 0.47 | 8.73 | 5.89 | 0.57 | 0.72 | 4.68 | 13.64 | 1.38 | 1.32 | 0.86 | 1.16 | 2.43 | 3.73 | 2.74 | 1.48 | 1.35 | 1.67 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) |
-13.67%
Feb 2006 - Feb 2009 |
-4.87%
Feb 2004 - Feb 2009 |
1.48%
Feb 1999 - Feb 2009 |
3.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) |
30.41%
Mar 1995 - Mar 1998 |
21.73%
Feb 2009 - Feb 2014 |
14.53%
Oct 1990 - Oct 2000 |
11.86%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart