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Sound Shore Fund - Investor Class: (MF: SSHFX)
(NASDAQ Mutual Funds) As of Aug 14, 2024 08:00 PM ET
$44.86 USD
+0.18 (0.40%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.08 | 15 |
| 3 months | 5.69 | 79 |
| 6 months | 16.57 | 7 |
| 1 Year | 25.47 | 14 |
| 3 Year | 8.11 | 26 |
| 5 Year | 11.30 | 53 |
| 10 Year | 8.69 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 124.64 |
| Bear Market (10/07 - 2/09) | -47.52 |
| Bull Market (2/09 - 3/21) | 546.89 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 23.95 |
| 5 Year | 10.30 |
| 10 Year | 8.04 |
| Since Inception | 10.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 17.04 | -3.61 | NA | NA |
| 2023 | 1.36 | 4.69 | -2.01 | 12.12 |
| 2022 | -0.97 | -13.86 | -7.80 | 13.17 |
| 2021 | 11.32 | 5.26 | 0.32 | 4.35 |
| 2020 | -29.16 | 17.51 | 6.98 | 21.03 |
| 2019 | 11.88 | 4.47 | -2.46 | 8.14 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.08 | 16.60 | -10.99 | 22.69 | 7.78 | 23.29 | -12.63 | 16.22 | 14.63 | -5.02 | 11.75 |
| % Total Return Rel to Index | 1.37 | -9.64 | 7.20 | -5.99 | -10.62 | -8.19 | -8.24 | -5.57 | 2.69 | -6.41 | -1.88 |
| % Total Return Rel to Peer | 5.40 | -6.39 | 8.70 | 0.63 | -12.13 | -5.13 | -5.77 | -4.45 | 6.81 | -3.42 | 3.55 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 5.00 | 4.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.18 | 0.00 | 0.32 | 0.39 | 0.50 | 0.52 | 0.46 | 0.39 | 1.01 |
| % Yield | 0.00 | 0.00 | 0.48 | 0.00 | 0.67 | 0.82 | 1.22 | 0.98 | 0.94 | 0.81 | 1.79 |
| Capital Gains ($) | 0.00 | 1.51 | 1.31 | 10.76 | 3.00 | 2.83 | 2.58 | 4.90 | 2.69 | 4.74 | 5.05 |
| Expense Ratio | 0.00 | 0.96 | 0.94 | 0.85 | 0.93 | 0.91 | 0.90 | 0.90 | 0.91 | 0.93 | 0.92 |
* 1 = Top 20%, 5 = Bottom 20%