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Sound Shore Institutional (SSHVX)
36.61
+0.48
+(1.33%)
At close: 8:02:14 PM EDT
Fund Summary
The fund's Adviser seeks to meet the fund's investment objective of growth of capital by employing a value investment strategy to its selection of predominantly Large Cap and Mid Cap common stocks for the portfolio. The investment strategy is built upon three components: Disciplined Approach, Risk Aversion and Long-Term Orientation. While most of the fund's assets will be invested in domestic common stock, it may also invest in U.S. traded Large Cap and Mid Cap securities issued by companies organized outside the United States including American Depositary Receipts.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.98% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -6.39% |
| 5y Average Return | 16.04% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SSHVX | Category Average | SSHVX | Category Average | SSHVX | Category Average | |
| Alpha | -2.97 | -0.01 | 0.29 | -0.03 | -4.07 | -0.03 |
| BETA | 1.08 | 0.01 | 0.98 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 0.88 | 0.01 | 1.32 | 0.01 | 0.79 | 0.01 |
| R-squared | 77.97 | 0.78 | 74.63 | 0.83 | 83.47 | 0.84 |
| Standard Deviation | 20.09 | 0.17 | 18.19 | 0.19 | 17.86 | 0.16 |
| Sharpe Ratio | 0.3 | 0 | 0.71 | 0 | 0.42 | 0.01 |
| Treynor Ratio | 3.92 | 0.04 | 12.64 | 0.07 | 5.77 | 0.08 |
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