Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHADX (STONE HARBOR EMERGING MARKETS DEBT ALLOCATION FUND INSTITUTIONAL CLASS SHARES) | NA | 9.14% | -4.88% | 0.64% | NA | NA | NA | … | … |
Data as of 12/18/2023, Common starting date is 10/24/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHADX (STONE HARBOR EMERGING MARKETS DEBT ALLOCATION FUND INSTITUTIONAL CLASS SHARES) | 10/24/2014 | 12/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.14 | -4.88 | 0.64 | NA | NA | NA | … | … | 8.98 | -16.12 | -5.67 | 5.02 | 13.86 | -9.02 | 13.35 | 10.99 | -8.46 | -4.07 |
| Sharpe Ratio | NA | 0.69 | -0.88 | -0.09 | NA | NA | NA | … | … | 0.73 | -1.75 | -1.12 | 0.36 | 2.48 | -1.34 | 2.41 | 1.23 | -1.18 | -1.59 |
| Standard Deviation(%) | NA | 6.85 | 7.62 | 8.65 | NA | NA | NA | … | … | 6.95 | 10.04 | 5.07 | 13.20 | 5.02 | 7.73 | 5.29 | 8.78 | 7.20 | 12.81 |
| Draw Down(%) | NA | 7.14 | 28.49 | 28.49 | NA | NA | NA | … | … | 7.14 | 24.03 | 7.46 | 23.04 | 2.85 | 14.86 | 4.08 | 7.95 | 12.54 | 10.79 |
| Yield(%) | 0.00 | 11.86 | 4.86 | 4.55 | 3.24 | 2.16 | 1.62 | … | … | 0.00 | 9.94 | 2.31 | 3.72 | 2.95 | 3.10 | 3.76 | 4.16 | 2.76 | 3.30 |
Data as of 12/18/2023, Common starting date is 10/24/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHADX (STONE HARBOR EMERGING MARKETS DEBT ALLOCATION FUND INSTITUTIONAL CLASS SHARES) |
-7.81%
Oct 2019 – Oct 2022 |
-4.40%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHADX (STONE HARBOR EMERGING MARKETS DEBT ALLOCATION FUND INSTITUTIONAL CLASS SHARES) |
7.05%
Jan 2016 – Jan 2019 |
6.48%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart