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SHHYX: STONE HARBOR HIGH YIELD BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/13/2007 |
| Last Dividend Date: | 12/13/2023 |
| 12-Mo. Yield | 103.05% |
| Expenses | 0.55% |
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Performance Analytics (As of 12/18/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/13/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 2.7 | -1.1 | 2.8 | 3.1 | NA | � | 4.7 | -12.1 | 4.4 | 7.2 | 13.3 | 1.9 | 5.2 | 12.6 | -4.5 | 0.6 | 7.7 | 15.7 | 3.4 | 6.7 | 28.2 | -26.4 | -1.9 |
| Sharpe Ratio | NA | -0.17 | -0.39 | 0.17 | 0.34 | NA | 0.43 | 0.06 | -1.5 | 1.54 | 0.58 | 3.51 | 0.11 | 1.78 | 2.5 | -1.01 | 0.15 | 2.23 | 4.95 | 0.61 | 1.46 | 4.29 | -2.87 | -1.39 |
| Draw Down(%) | NA | 8.1 | 16.1 | 21.0 | 21.0 | NA | 35.0 | 8.1 | 16.0 | 2.4 | 21.0 | 1.6 | 3.2 | 2.4 | 4.2 | 9.7 | 8.0 | 5.5 | 3.5 | 10.6 | 5.5 | 7.9 | 32.0 | 5.3 |
| Standard Deviation(%) | NA | 9.0 | 7.5 | 8.1 | 6.5 | NA | 6.3 | 9.1 | 9.0 | 2.8 | 12.1 | 3.4 | 5.4 | 2.6 | 4.9 | 4.4 | 4.1 | 3.4 | 3.2 | 5.5 | 4.5 | 6.5 | 9.5 | 6.1 |
| Treynor Ratio | NA | -0.02 | -0.03 | 0.01 | 0.02 | NA | 0.03 | 0.01 | -0.12 | 0.05 | 0.06 | 0.16 | 0.01 | 0.08 | 0.14 | -0.05 | 0.01 | 0.1 | 0.24 | 0.04 | 0.19 | 0.43 | -0.34 | -0.16 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | NA | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.02 | 0.02 | -0.01 | 0.01 | 0.01 | -0.05 | -0.04 |
| Beta | NA | 0.9 | 1.03 | 1.04 | 0.99 | NA | 0.88 | 0.89 | 1.13 | 0.81 | 1.09 | 0.76 | 0.59 | 0.62 | 0.88 | 0.93 | 0.9 | 0.79 | 0.65 | 0.88 | 0.34 | 0.65 | 0.8 | 0.54 |
| RSquared | NA | 0.35 | 0.6 | 0.75 | 0.68 | NA | 0.6 | 0.34 | 0.89 | 0.46 | 0.93 | 0.57 | 0.16 | 0.47 | 0.8 | 0.7 | 0.59 | 0.55 | 0.41 | 0.73 | 0.11 | 0.38 | 0.57 | 0.15 |
| Yield(%) | N/A | 103.0 | 32.3 | 23.8 | 13.0 | 14.2 | N/A | 103.8 | 4.9 | 4.7 | 4.9 | 5.9 | 9.6 | 6.1 | 6.0 | 6.1 | 9.8 | 9.8 | 7.9 | 10.8 | 4.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 1812.1 | 383.8 | 189.5 | N/A | N/A | N/A | 1678.6 | 4.6 | -2.6 | -11.4 | -43.6 | 56.0 | 8.7 | -11.5 | -43.8 | -2.6 | 33.4 | -32.8 | 165.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/13/2007
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See High Yield Bond Asset Class Trend Rankings |
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