Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SSHVX (SOUND SHORE FUND INC. INSTITUTIONAL CLASS) | 4.78% | -10.11% | 4.03% | 2.60% | 3.11% | NA | NA | 4.51% |
Data as of 07/23/2025, AR inception is 12/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSHVX (SOUND SHORE FUND INC. INSTITUTIONAL CLASS) | 12/13/2013 | 07/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.55 | -10.11 | 4.03 | 2.60 | 3.11 | NA | NA | 4.51 | 4.78 | -0.95 | 13.39 | -13.67 | -1.48 | 0.77 | 23.49 | -12.44 | 16.41 | 14.73 | -4.71 | 11.94 | 4.56 |
| Sharpe Ratio | NA | -0.55 | 0.06 | 0.02 | 0.06 | NA | NA | 0.14 | 0.10 | -0.30 | 0.59 | -0.62 | -0.05 | 0.01 | 1.61 | -0.82 | 2.14 | 0.90 | -0.30 | 0.99 | 18.94 |
| Standard Deviation(%) | NA | 28.14 | 21.71 | 23.07 | 22.11 | NA | NA | 21.03 | 20.31 | 25.15 | 15.57 | 24.56 | 27.32 | 38.70 | 13.76 | 16.75 | 7.39 | 16.06 | 15.76 | 12.09 | 9.39 |
| Draw Down(%) | NA | 33.54 | 33.54 | 37.96 | 39.90 | NA | NA | 39.90 | 17.62 | 23.14 | 15.56 | 23.81 | 21.58 | 39.90 | 9.68 | 22.92 | 3.65 | 13.44 | 15.10 | 9.63 | 0.44 |
| Yield(%) | 0.00 | 0.57 | 0.94 | 0.98 | 4.45 | 4.04 | 3.03 | 5.51 | 0.00 | 1.35 | 0.86 | 0.93 | 1.15 | 0.84 | 8.74 | 6.76 | 12.23 | 7.81 | 10.72 | 12.54 | 0.00 |
Data as of 07/23/2025, AR inception is 12/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSHVX (SOUND SHORE FUND INC. INSTITUTIONAL CLASS) |
-5.28%
Sep 2019 - Sep 2022 |
-2.40%
Sep 2017 - Sep 2022 |
1.96%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSHVX (SOUND SHORE FUND INC. INSTITUTIONAL CLASS) |
13.50%
Sep 2015 - Sep 2018 |
10.84%
Jun 2016 - Jun 2021 |
5.54%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart