Back to top
more

Sound Shore Fund - Investor Class: (MF: SSHFX)

(NASDAQ Mutual Funds) As of Jun 16, 2026 05:10 PM ET

$42.76 USD

-0.05 (-0.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.40 78
3 months 3.23 73
6 months 7.46 61
1 Year 27.31 35
3 Year 20.45 43
5 Year 9.69 51
10 Year 10.88 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 124.64
Bear Market (10/07 - 2/09) -47.52
Bull Market (2/09 - 3/21) 718.93

Load Adjusted Returns as of May 31, 2026

1 Year 15.12
5 Year 9.38
10 Year 10.36
Since Inception 10.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.45 NA NA NA
2025 -1.92 2.30 8.45 7.46
2024 17.04 -3.61 6.70 0.75
2023 1.36 4.69 -2.01 12.12
2022 -0.97 -13.86 -7.80 13.17
2021 11.32 5.26 0.32 4.35

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.4016.9421.2716.60-10.9922.697.7823.29-12.6316.2214.63
% Total Return Rel to Index -1.75-1.27-3.74-9.647.20-5.99-10.62-8.19-8.24-5.572.69
% Total Return Rel to Peer -1.124.231.88-6.398.700.63-12.13-5.13-5.77-4.456.81
% Perf Quintile vs Peer* 3.002.003.004.002.003.004.005.005.004.001.00
% Dividends 0.000.000.000.000.180.000.320.390.500.520.46
% Yield 0.000.000.000.000.480.000.680.821.230.990.95
Capital Gains ($) 0.005.019.451.511.3110.763.002.832.584.902.69
Expense Ratio 0.000.950.950.960.940.850.930.910.900.900.91

* 1 = Top 20%, 5 = Bottom 20%