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Sound Shore Investor (SSHFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.75+0.03 (+0.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.18%
5-year average return11.17%
Number of years up29
Number of years down9
Best 1-yr total return (20 Jun 2024)41.53%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return41.53%
Worst 3-yr total return5.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSSHFXCategory
YTD16.41%4.44%
1-month4.20%-4.04%
3-month6.23%4.09%
1-year37.04%14.37%
3-year8.06%6.04%
5-year13.04%9.20%
10-year8.87%8.57%
Last bull market36.46%22.97%
Last bear market-13.45%-11.27%

Annual total return (%) history

Year
SSHFXCategory
2024
N/AN/A
2023
17.42%11.63%
2022
-10.57%-5.90%
2021
23.74%26.22%
2020
7.78%2.91%
2019
23.30%25.04%
2018
-12.64%-8.53%
2017
16.22%15.94%
2016
14.63%14.81%
2015
-5.02%-4.05%
2014
11.76%10.21%
2013
41.53%31.21%
2012
19.32%14.57%
2011
-6.18%-0.75%
2010
12.13%13.66%
2009
26.64%24.13%
2008
-35.60%-37.09%
2007
2.58%1.42%
2006
16.56%18.15%
2005
6.80%5.95%
2004
15.34%12.97%
2003
31.74%28.44%
2002
-15.43%-18.69%
2001
-0.81%-4.99%
2000
20.18%7.87%
1999
0.05%6.72%
1998
4.40%12.00%
1997
36.40%26.61%
1996
33.27%20.08%
1995
29.87%32.39%
1994
0.30%-0.70%
1993
11.97%N/A
1992
21.17%N/A
1991
32.24%N/A
1990
-10.64%N/A
1989
22.46%N/A
1988
20.16%N/A
1987
-3.71%N/A
1986
20.59%N/A
1985
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.05%N/AN/AN/A
20231.37%5.14%-2.01%12.44%
2022-0.97%-13.45%-7.81%13.18%
202111.33%5.61%0.32%4.91%
2020-29.17%17.52%6.98%21.03%
201911.89%4.47%-2.46%8.14%
2018-2.66%0.81%5.61%-15.71%
20174.55%3.52%2.99%4.27%
20160.58%1.69%6.81%4.93%
20150.90%-0.32%-10.34%5.33%
20143.57%5.01%-0.19%2.96%
201311.60%6.40%7.46%10.91%
201214.93%-4.86%4.70%4.22%
20115.09%-1.40%-19.19%12.05%
20104.23%-12.63%10.58%11.35%
2009-7.43%15.57%14.42%3.45%
2008-8.44%0.69%-7.11%-24.81%
2007-0.20%6.74%0.50%-4.18%
20063.19%-1.60%7.01%7.27%
2005-2.92%1.75%8.11%0.00%
20043.55%1.46%0.09%9.69%
2003-6.94%21.73%2.81%13.11%
20022.49%-10.23%-16.36%9.90%
2001-2.05%2.75%-7.18%6.18%
20004.68%-5.71%12.81%7.92%
1999-4.22%11.07%-12.35%7.30%
199810.75%-5.22%-14.47%16.30%
19972.12%16.19%16.15%-1.03%
19966.17%7.31%4.75%11.67%
19957.89%8.81%5.21%5.14%
1994-0.55%-1.04%3.47%-1.51%
19935.97%-0.87%0.71%5.84%
19924.22%0.06%4.83%10.83%
199116.48%2.48%6.04%4.47%
1990-1.53%4.28%-15.21%2.62%
198910.34%7.85%6.08%-3.00%
19886.56%5.83%5.08%1.40%
198719.98%-5.36%5.27%-19.45%
198619.57%2.18%-6.19%5.22%
1985-4.31%18.22%N/AN/A

Rank in category (by total return)

YTD1
1-month12
3-month11
1-year1
3-year21
5-year24

Load adjusted returns

1-year37.04%
3-year8.06%
5-year13.04%
10-year8.87%