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

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:17 PM ET

$42.37 USD

-0.40 (-0.94%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 5.21 76
3 months -1.36 62
6 months 8.97 72
1 Year 13.07 38
3 Year 18.72 48
5 Year 10.07 45
10 Year 10.40 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) 747.30

Load Adjusted Returns as of Sep 30, 2026

1 Year 13.06
5 Year 10.07
10 Year 10.40
Since Inception 10.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.45 10.48 -1.36 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 5.2116.9421.2716.60-10.9922.697.7823.29-12.6316.2214.63
% Total Return Rel to Index -7.53-1.27-3.74-9.647.20-5.99-10.62-8.19-8.24-5.572.69
% Total Return Rel to Peer -4.104.231.88-6.398.700.63-12.13-5.13-5.77-4.456.81
% Perf Quintile vs Peer* 4.002.003.004.002.003.004.005.005.004.001.00
% Dividends 0.190.000.000.000.180.000.320.390.500.520.46
% Yield 0.390.000.000.410.480.000.670.821.220.980.94
Capital Gains ($) 0.005.019.451.511.3110.763.002.832.584.902.69
Expense Ratio 0.950.950.950.960.940.850.930.910.900.900.91

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