Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHCDX (STONE HARBOR EMERGING MARKETS CORPORATE DEBT FUND INSTITUTIONAL) | 2.31% | 8.72% | 8.63% | 3.06% | 4.60% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHCDX (STONE HARBOR EMERGING MARKETS CORPORATE DEBT FUND INSTITUTIONAL) | 06/08/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 8.72 | 8.63 | 3.06 | 4.60 | NA | NA | … | … | 2.31 | 8.81 | 7.56 | 9.70 | -11.76 | 1.95 | 7.75 | 13.93 | -3.90 | 9.28 | 10.46 | 0.17 | 4.29 | -1.89 | 16.24 | -13.17 |
| Sharpe Ratio | NA | 2.86 | 1.96 | 0.13 | 0.59 | NA | NA | … | … | 0.97 | 1.82 | 1.71 | 1.60 | -2.08 | 0.95 | 0.61 | 6.27 | -1.86 | 5.30 | 3.07 | 0.05 | 1.43 | -0.42 | 4.87 | -2.10 |
| Standard Deviation(%) | NA | 2.12 | 2.93 | 3.92 | 5.01 | NA | NA | … | … | 2.69 | 3.27 | 2.30 | 3.82 | 6.37 | 2.03 | 12.24 | 1.99 | 2.85 | 1.63 | 3.34 | 2.94 | 2.99 | 4.60 | 3.36 | 10.51 |
| Draw Down(%) | NA | 1.90 | 3.86 | 21.81 | 26.24 | NA | NA | … | … | 1.90 | 3.86 | 1.30 | 4.12 | 20.36 | 2.69 | 26.24 | 0.66 | 5.87 | 0.88 | 3.28 | 4.99 | 5.12 | 8.55 | 4.10 | 17.48 |
| Yield(%) | 0.00 | 5.74 | 6.61 | 4.90 | 5.12 | 4.37 | 3.28 | … | … | 2.04 | 6.14 | 6.37 | 5.89 | 4.62 | 4.52 | 5.38 | 5.13 | 5.50 | 4.29 | 5.68 | 4.81 | 4.78 | 5.02 | 5.47 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHCDX (STONE HARBOR EMERGING MARKETS CORPORATE DEBT FUND INSTITUTIONAL) |
-3.76%
Oct 2019 – Oct 2022 |
-0.69%
Oct 2017 – Oct 2022 |
1.90%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHCDX (STONE HARBOR EMERGING MARKETS CORPORATE DEBT FUND INSTITUTIONAL) |
12.02%
Oct 2022 – Oct 2025 |
7.99%
Mar 2020 – Mar 2025 |
5.75%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart