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Sound Shore Fund, Inc Investor Class SSHFX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SSHFX | Replication |
|---|---|---|
| Annualized growth | 10.2% | 8.5% |
| Annualized volatility | 16.3% | 16.5% |
| Sharpe ratio | 0.68 | 0.58 |
| Maximum drawdown | 23.8% | 22.4% |
| Replication fit (R²) | 0.89 · Tracking error 5.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model SSHFX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBR | Small-Cap · Value | 32.0% |
| RSP | Factor · Equal Weight | 29.5% |
| XLF | Sector · Financials | 22.2% |
| VOE | Mid-Cap · Value | 9.0% |
| VOX | Sector · Communication | 7.3% |