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Sound Shore Fund - Investor Class: (MF: SSHFX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$38.70 USD
-0.39 (-1.00%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.33 | 88 |
| 3 months | 2.30 | 91 |
| 6 months | 0.33 | 88 |
| 1 Year | 7.87 | 80 |
| 3 Year | 13.97 | 61 |
| 5 Year | 14.94 | 36 |
| 10 Year | 8.51 | 76 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 124.64 |
| Bear Market (10/07 - 2/09) | -47.52 |
| Bull Market (2/09 - 3/21) | 566.60 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 7.87 |
| 5 Year | 14.94 |
| 10 Year | 8.51 |
| Since Inception | 10.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.92 | 2.30 | NA | NA |
| 2024 | 17.04 | -3.61 | 6.70 | 0.75 |
| 2023 | 1.36 | 4.69 | -2.01 | 12.12 |
| 2022 | -0.97 | -13.86 | -7.80 | 13.17 |
| 2021 | 11.32 | 5.26 | 0.32 | 4.35 |
| 2020 | -29.16 | 17.51 | 6.98 | 21.03 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.33 | 21.27 | 16.60 | -10.99 | 22.69 | 7.78 | 23.29 | -12.63 | 16.22 | 14.63 | -5.02 |
| % Total Return Rel to Index | -5.86 | -3.74 | -9.64 | 7.20 | -5.99 | -10.62 | -8.19 | -8.24 | -5.57 | 2.69 | -6.41 |
| % Total Return Rel to Peer | -4.80 | 1.88 | -6.39 | 8.70 | 0.63 | -12.13 | -5.13 | -5.77 | -4.45 | 6.81 | -3.42 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 5.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.18 | 0.00 | 0.32 | 0.39 | 0.50 | 0.52 | 0.46 | 0.39 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.48 | 0.00 | 0.67 | 0.82 | 1.22 | 0.98 | 0.94 | 0.81 |
| Capital Gains ($) | 0.00 | 9.45 | 1.51 | 1.31 | 10.76 | 3.00 | 2.83 | 2.58 | 4.90 | 2.69 | 4.74 |
| Expense Ratio | 0.00 | 0.95 | 0.96 | 0.94 | 0.85 | 0.93 | 0.91 | 0.90 | 0.90 | 0.91 | 0.93 |
* 1 = Top 20%, 5 = Bottom 20%