Sound Shore Competition

SSHVX Fund

USD 49.40 0.24 0.48%

Sound Shore Fund competes with Sound Shore, Blackrock Gbl, Dodge Cox, New Economy, and Vanguard Explorer; as well as few others. The fund is listed under Large Value category and is part of Sound Shore family. Analyzing Sound Shore competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Sound Shore to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Sound Shore Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Sound Shore competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Sound Shore's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
48.77	49.40	50.03

Details

Intrinsic

Valuation

Low	Real	High
48.96	49.59	50.22

Details

Sound Shore Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Sound Shore and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Sound and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Sound Shore Fund does not affect the price movement of the other competitor.

	SSHFX	MDLOX	DOXGX	RNNEX	VEXRX	RICEX	FSLEX	QCERX	VVIAX
SSHFX		0.65	0.96	0.83	0.94	0.9	0.85	0.95	0.94	SSHFX
MDLOX	0.65		0.52	0.65	0.71	0.76	0.84	0.73	0.6	MDLOX
DOXGX	0.96	0.52		0.86	0.9	0.88	0.73	0.92	0.95	DOXGX
RNNEX	0.83	0.65	0.86		0.78	0.93	0.78	0.87	0.79	RNNEX
VEXRX	0.94	0.71	0.9	0.78		0.91	0.82	0.97	0.85	VEXRX
RICEX	0.9	0.76	0.88	0.93	0.91		0.82	0.97	0.83	RICEX
FSLEX	0.85	0.84	0.73	0.78	0.82	0.82		0.84	0.74	FSLEX
QCERX	0.95	0.73	0.92	0.87	0.97	0.97	0.84		0.86	QCERX
VVIAX	0.94	0.6	0.95	0.79	0.85	0.83	0.74	0.86		VVIAX
	SSHFX	MDLOX	DOXGX	RNNEX	VEXRX	RICEX	FSLEX	QCERX	VVIAX

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Risk-Adjusted Indicators

There is a big difference between Sound Mutual Fund performing well and Sound Shore Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Sound Shore's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SSHFX	0.52	0.10	0.04	1.44	0.26	(0.61)	1.11	(0.74)	3.39
MDLOX	0.35	0.00	(0.13)	0.08	0.36	(0.38)	0.87	(0.70)	2.23
DOXGX	0.49	0.07	(0.03)	4.05	0.37	(0.57)	0.94	(0.85)	4.31
RNNEX	0.61	0.11	0.04	1.06	0.68	(0.66)	1.38	(1.17)	4.00
VEXRX	0.70	0.01	0.03	0.10	0.70	(0.75)	1.60	(1.27)	5.78
RICEX	0.48	0.05	0.04	0.16	0.43	(0.54)	0.96	(0.84)	3.71
FSLEX	0.70	0.13	0.05	1.57	0.73	(0.76)	1.37	(1.08)	4.61
QCERX	0.54	0.05	0.06	0.15	0.52	(0.61)	1.18	(1.14)	4.31
VVIAX	0.48	0.04	(0.09)	0.36	0.37	(0.61)	1.01	(0.69)	3.45

Unable to evaluate fundamental data of [SSHFX, MDLOX, DOXGX, RNNEX, VEXRX, RICEX, FSLEX, QCERX, VVIAX] at this time. Please try again later

All Fundamental Data

Sound Shore Competitive Analysis

The better you understand Sound Shore competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Sound Shore's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Sound Shore's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	SSHVX	SSHFX	MDLOX	DOXGX	RNNEX	VEXRX	RICEX	FSLEX	QCERX	VVIAX
	0.48 49.40 Sound	0.51 48.68 Sound	0.30 19.75 Blackrock	0.63 277.67 Dodge	0.96 66.31 New	0.84 119.10 Vanguard	0.82 63.62 Investment	0.41 41.62 Environment	0.50 21.68 Aqr	0.25 68.30 Vanguard
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	OK	Modest	Modest	OK	OK	Good	OK	Good	Insignificant
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Hold
Net Asset	892.36 M	892.36 M	18.18 B	101.03 B	21.62 B	16.93 B	98.59 B	510.71 M	1.95 B	145.5 B
Minimum Initial Investment	1000 K	N/A	N/A	N/A	N/A	50 K	N/A	N/A	50 M	N/A
Price To Book	1.73	1.73	1.65	N/A	2.61	2.59	2.7	2.86	2.31	1.97
Five Year Return	12.87	12.65	6.96	9.57	11.9	11.13	15.44	13.69	15.56	11.46
One Year Return	35.63	35.35	18.03	27.72	35.66	26.01	36.0	32.92	36.27	27.6
Last Dividend Paid	0.18	0.16	0.05	N/A	N/A	N/A	0.15	0.02	N/A	0.01
Price To Earning	17.47	17.47	16.14	N/A	22.08	23.32	18.45	16.76	16.23	28.7
Price To Sales	1.52	1.52	1.15	N/A	1.34	1.35	1.83	1.19	1.39	1.36
Cash Position Weight	2.21	3.23	5.63	N/A	13.06	0.67	8.72	1.07	1.06	0.04
Equity Positions Weight	97.79	96.78	62.02	N/A	86.36	99.33	90.82	98.93	95.04	99.96
Three Year Return	11.24	11.02	2.74	15.84	5.89	3.12	12.86	6.54	12.49	10.63
Annual Yield	0.0078	0.0072	0.0085	0.0142	N/A	0.0052	0.0108	0.0034	0.0115	0.0217
Year To Date Return	26.34	26.12	13.01	20.47	27.6	17.21	28.01	26.09	29.0	21.47
Bond Positions Weight	N/A	N/A	6.35	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	9.0	8.89	5.69	N/A	13.35	12.77	11.26	8.09	N/A	10.75
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T
Day Typical Price	49.4	48.68	19.75	277.67	66.31	119.1	63.62	41.62	21.68	68.3
Period Momentum Indicator	(0.24)	(0.25)	(0.06)	(1.76)	0.63	(1.01)	0.52	0.17	(0.11)	0.17
Rate Of Daily Change	1.0	0.99	1.0	0.99	1.01	0.99	1.01	1.0	0.99	1.0
Day Median Price	49.4	48.68	19.75	277.67	66.31	119.1	63.62	41.62	21.68	68.3
Price Action Indicator	(0.12)	(0.12)	(0.03)	(0.88)	0.31	(0.51)	0.26	0.085	(0.06)	0.085
Coefficient Of Variation	646.34	549.59	1061.69	805.36	599.02	761.01	523.14	614.01	526.9	1082.65
Mean Deviation	0.5138	0.5184	0.3531	0.4892	0.6089	0.6998	0.4846	0.704	0.5432	0.4841
Jensen Alpha	0.0207	0.1018	(0)	0.0725	0.1134	0.0103	0.0486	0.1295	0.0541	0.0357
Total Risk Alpha	0.0098	0.0276	(0.02)	(0.01)	0.0242	(0)	0.0333	0.0249	0.0401	(0.03)
Sortino Ratio	0.0011	0.0377	(0.13)	(0.03)	0.0407	0.0296	0.0384	0.0524	0.0612	(0.09)
Downside Variance	0.2393	0.2408	0.1951	0.2676	0.694	0.7026	0.3825	0.8149	0.5378	0.2103
Standard Deviation	0.6505	0.6519	0.4482	0.6778	0.8027	0.9507	0.6478	0.9051	0.764	0.6214
Kurtosis	1.65	1.49	0.0635	7.27	0.7255	3.21	2.11	0.6259	3.22	3.24
Potential Upside	1.09	1.11	0.8691	0.9444	1.38	1.6	0.9644	1.37	1.18	1.01
Treynor Ratio	0.1168	1.44	0.0832	4.05	1.06	0.099	0.1572	1.57	0.1503	0.3637
Maximum Drawdown	3.38	3.39	2.23	4.31	4.0	5.78	3.71	4.61	4.31	3.45
Variance	0.4231	0.4249	0.2009	0.4594	0.6444	0.9038	0.4197	0.8192	0.5837	0.3861
Market Risk Adjusted Performance	0.1268	1.45	0.0932	4.06	1.07	0.109	0.1672	1.58	0.1603	0.3737
Risk Adjusted Performance	0.111	0.1308	0.0621	0.0893	0.122	0.0976	0.1374	0.1201	0.1381	0.0653
Skewness	1.02	0.9518	0.1003	1.69	(0.35)	0.9854	0.2013	0.0509	0.54	1.26
Semi Deviation	0.3018	0.2599	0.3642	0.3716	0.681	0.6956	0.4291	0.7269	0.5175	0.3742
Information Ratio	8.0E-4	0.0284	(0.13)	(0.02)	0.0422	0.0261	0.0366	0.0523	0.0588	(0.07)
Value At Risk	(0.76)	(0.74)	(0.70)	(0.85)	(1.17)	(1.27)	(0.84)	(1.08)	(1.14)	(0.69)
Expected Short fall	(0.63)	(0.61)	(0.38)	(0.57)	(0.66)	(0.75)	(0.54)	(0.76)	(0.61)	(0.61)
Downside Deviation	0.4891	0.4908	0.4417	0.5173	0.8331	0.8382	0.6185	0.9027	0.7334	0.4586
Semi Variance	0.0911	0.0675	0.1327	0.1381	0.4637	0.4838	0.1841	0.5283	0.2678	0.14

Sound Shore Competition Performance Charts

Five steps to successful analysis of Sound Shore Competition

Sound Shore's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Sound Shore Fund in relation to its competition. Sound Shore's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Sound Shore in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Sound Shore's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Sound Shore Fund, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Restaraunts Hotels Motels theme has 61 constituents at this time.

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Other Information on Investing in Sound Mutual Fund

Sound Shore financial ratios help investors to determine whether Sound Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sound with respect to the benefits of owning Sound Shore security.

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