Stone Harbor Financials
| EDF Fund | USD 5.16 0.01 0.19% |
Stone |
Please note that past performance is not an indicator of the future performance of Stone Harbor, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future.
Stone Harbor Fund Summary
Stone Harbor competes with Virtus Global, Aberdeen Global, Cushing Mlp, Aberdeen Asia, and Aberdeen Australia. Virtus Stone Harbor Emerging Markets Income Fund is a closed-ended fixed income mutual fund launched and managed by Stone Harbor Investment Partners LP. The fund invests in the fixed income markets of emerging market countries across the globe. It primarily invests in sovereign debt obligations, corporate debt securities, structured notes, convertible securities, securities issued by supranational organizations, floating rate commercial loans, and securitized loan participations. The fund focuses on factors such as liquidity, volatility, tax implications, interest rate sensitivity, counterparty risks, economic factors, currency exchange rates, and technical market considerations to create its portfolio. It benchmarks the performance of its portfolios against the JP Morgan EMBI Global Diversified TR Index, the JPMorgan CEMBI Broad Diversified Index, and the JPMorgan GBI-EM Global Diversified Composite TR Index. Virtus Stone Harbor Emerging Markets Income Fund was formed on December 22, 2010 and is domiciled in the United States.Specialization | null, Emerging Markets Bond |
| Instrument | USA Fund View All |
| Exchange | New York Stock Exchange |
| ISIN | US86164T1079 |
| CUSIP | 86164T107 |
| Location | New York; U.S.A |
| Business Address | 31 West 52nd |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | Dow Jones Industrial |
| Website | www.shiplpcef.com/edf-objective.php?fund=edf |
| Phone | 212 548 1200 |
| Currency | USD - US Dollar |
Stone Harbor Key Financial Ratios
Stone Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Stone Harbor's current stock value. Our valuation model uses many indicators to compare Stone Harbor value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stone Harbor competition to find correlations between indicators driving Stone Harbor's intrinsic value. More Info.Stone Harbor Emerging is rated # 3 fund in price to earning among similar funds. It is rated below average in beta among similar funds totaling about 0.02 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Stone Harbor Emerging is roughly 53.57 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Stone Harbor by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Stone Harbor Emerging Systematic Risk
Stone Harbor's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Stone Harbor volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Stone Harbor Emerging correlated with the market. If Beta is less than 0 Stone Harbor generally moves in the opposite direction as compared to the market. If Stone Harbor Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Stone Harbor Emerging is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Stone Harbor is generally in the same direction as the market. If Beta > 1 Stone Harbor moves generally in the same direction as, but more than the movement of the benchmark.
Stone Harbor March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Stone Harbor help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Stone Harbor Emerging. We use our internally-developed statistical techniques to arrive at the intrinsic value of Stone Harbor Emerging based on widely used predictive technical indicators. In general, we focus on analyzing Stone Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Stone Harbor's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.18 | |||
| Information Ratio | 0.1832 | |||
| Maximum Drawdown | 5.27 | |||
| Value At Risk | (1.77) | |||
| Potential Upside | 1.98 |
Other Information on Investing in Stone Fund
Stone Harbor financial ratios help investors to determine whether Stone 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 Stone with respect to the benefits of owning Stone Harbor security.
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