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EDF: Stone Harbor Emerging Mkts Income (CEF)
Basic Info 4.57 0.07(1.56%) March 31
| Asset Class: | Emerging Markets Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/23/2010 |
| Last Dividend Date: | 03/10/2023 |
| 12-Mo. Yield | 14.09% |
| Expenses | - |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 7.3 | 18.5 | -1.8 | 4.5 | -5.9 | -0.6 | 0.9 | -16.5 | -5.2 | -31.1 | 45.1 | -18.2 | 24.3 | 42.5 | -9.8 | -5.0 | -18.3 | 29.7 | -9.3 | -0.0 |
| SR | NA | 1.28 | -0.29 | 0.22 | -0.2 | -0.07 | -0.01 | -0.56 | -0.26 | -0.44 | 2.33 | -0.92 | 1.63 | 1.88 | -0.52 | -0.26 | -1.06 | 2.06 | -0.47 | -9.23 |
| DD(%) | NA | 22.5 | 37.5 | 45.4 | 63.8 | 63.8 | 63.8 | 38.1 | 20.1 | 63.8 | 10.1 | 28.4 | 12.5 | 17.6 | 28.2 | 28.2 | 26.4 | 8.8 | 13.7 | 0.0 |
| SD(%) | NA | 38.2 | 34.7 | 33.7 | 39.0 | 30.6 | 28.6 | 32.3 | 20.1 | 71.4 | 18.8 | 21.2 | 14.6 | 22.4 | 18.9 | 19.2 | 17.3 | 14.5 | 19.7 | 0.4 |
| TR | NA | -13.58 | -0.11 | 0.06 | -0.07 | -0.03 | 0.0 | -0.16 | -0.06 | -0.14 | -5.46 | -0.38 | 0.75 | 0.82 | 1.71 | 0.1 | -0.4 | 0.74 | -0.2 | 0.17 |
| Alpha(%) | NA | 0.18 | 0.03 | 0.07 | 0.02 | 0.02 | 0.02 | 0.05 | 0.01 | -0.14 | 0.15 | -0.07 | 0.08 | 0.15 | -0.04 | -0.02 | -0.07 | 0.1 | -0.04 | 0.11 |
| Beta(%) | NA | -0.04 | 0.89 | 1.25 | 1.15 | 0.7 | 0.65 | 1.14 | 0.84 | 2.29 | -0.08 | 0.52 | 0.32 | 0.52 | -0.06 | -0.5 | 0.45 | 0.4 | 0.45 | -0.2 |
| RS | NA | 0.0 | 0.08 | 0.09 | 0.05 | 0.03 | 0.03 | 0.13 | 0.04 | 0.08 | 0.0 | 0.02 | 0.02 | 0.04 | 0.0 | 0.02 | 0.04 | 0.03 | 0.03 | 0.89 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/23/2010
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See Emerging Markets Bond Asset Class Trend Rankings |
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- EDF (Stone Harbor Emerging Mkts Income) 1.56% (97%)
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