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SSHVX: SOUND SHORE FUND INC. INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 42.83 0.78(1.79%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 12/13/2013 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 14.40% |
| Expenses | 0.94% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 4.9 | 27.8 | 20.7 | 4.7 | 7.8 | 7.5 | 18.4 | 22.7 | 17.7 | -13.7 | -1.5 | 0.8 | 23.5 | -12.4 | 16.4 | 14.7 | -4.7 | 11.9 | 4.6 |
| Sharpe Ratio | NA | 0.61 | 1.85 | 1.22 | 0.11 | 0.3 | 0.32 | 0.91 | 1.59 | 0.93 | -0.62 | -0.05 | 0.01 | 1.6 | -0.83 | 2.14 | 0.9 | -0.3 | 0.99 | 18.94 |
| Draw Down(%) | NA | 9.7 | 9.7 | 17.7 | 38.0 | 39.9 | 39.9 | 17.6 | 6.6 | 15.6 | 23.8 | 21.6 | 39.9 | 9.7 | 22.9 | 3.6 | 13.4 | 15.1 | 9.6 | 0.4 |
| Standard Deviation(%) | NA | 15.3 | 13.5 | 14.3 | 20.1 | 20.6 | 19.6 | 17.1 | 12.0 | 15.1 | 24.6 | 27.3 | 38.7 | 13.8 | 16.7 | 7.4 | 16.1 | 15.8 | 12.1 | 9.4 |
| Treynor Ratio | NA | 0.08 | 0.21 | 0.16 | 0.02 | 0.06 | 0.06 | 0.15 | 0.18 | 0.12 | -0.13 | -0.01 | 0.0 | 0.19 | -0.14 | 0.17 | 0.13 | -0.05 | 0.11 | 1.7 |
| Alpha | NA | -0.07 | -0.01 | 0.01 | -0.02 | -0.02 | -0.02 | 0.01 | 0.02 | 0.03 | -0.04 | -0.1 | 0.0 | -0.02 | -0.03 | 0.0 | -0.02 | -0.01 | -0.01 | 0.04 |
| Beta | NA | 1.2 | 1.18 | 1.08 | 1.13 | 1.08 | 1.08 | 1.07 | 1.04 | 1.14 | 1.21 | 1.09 | 1.04 | 1.15 | 1.02 | 0.94 | 1.16 | 1.0 | 1.07 | 1.05 |
| RSquared | NA | 0.79 | 0.79 | 0.85 | 0.66 | 0.8 | 0.81 | 0.88 | 0.83 | 0.8 | 0.86 | 0.3 | 0.93 | 0.92 | 0.93 | 0.8 | 0.92 | 0.95 | 0.92 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 14.0 | 25.0 | 5.1 | 0.9 | 1.1 | 0.8 | 8.7 | 6.8 | 12.2 | 7.8 | 10.7 | 12.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -45.2 | 450.6 | 366.3 | -19.6 | 34.1 | -89.0 | 4.2 | -42.7 | 71.5 | -38.9 | -14.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/10/2013
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