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Sound Shore Institutional (SSHVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.34+0.42 (+0.93%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.52%
5-year average return11.12%
Number of years up7
Number of years down3
Best 1-yr total return (5 May 2024)23.98%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return23.98%
Worst 3-yr total return5.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSSHVXCategory
YTD11.79%17.52%
1-month-4.53%-0.87%
3-month10.36%5.51%
1-year31.06%42.88%
3-year7.92%11.93%
5-year10.70%12.07%
10-year8.89%10.95%
Last bull market36.58%23.18%
Last bear market-13.41%-17.87%

Annual total return (%) history

Year
SSHVXCategory
2024
N/AN/A
2023
17.66%N/A
2022
-10.40%N/A
2021
23.98%N/A
2020
7.96%2.91%
2019
23.50%25.04%
2018
-12.50%-8.53%
2017
16.41%15.94%
2016
14.80%14.81%
2015
-4.84%-4.05%
2014
11.94%10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.10%N/AN/AN/A
20231.41%5.18%-1.94%12.50%
2022-0.91%-13.41%-7.78%13.25%
202111.37%5.66%0.38%4.96%
2020-29.14%17.57%7.03%21.09%
201911.91%4.52%-2.43%8.21%
2018-2.63%0.86%5.63%-15.65%
20174.58%3.58%3.02%4.31%
20160.60%1.73%6.84%4.98%
20150.94%-0.27%-10.30%5.39%
20143.61%5.05%-0.13%2.99%

Rank in category (by total return)

YTD1
1-month71
3-month1
1-year1
3-year19
5-year24

Load adjusted returns

1-year31.06%
3-year7.92%
5-year10.70%
10-year8.89%