Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SHHYX (STONE HARBOR HIGH YIELD BOND FUND INSTITUTIONAL CLASS) | NA | -23,488.31% | nan% | nan% | nan% | nan% | NA | nan% |
Data as of 12/18/2023, AR inception is 09/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHHYX (STONE HARBOR HIGH YIELD BOND FUND INSTITUTIONAL CLASS) | 09/13/2007 | 12/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -22,900.20 | -23,488.31 | nan | nan | nan | nan | NA | nan | 4.65 | -12.07 | 4.38 | 7.23 | 13.34 | 1.92 | 5.23 | 12.56 | -4.46 | 0.64 | 7.67 | 15.71 | 3.40 | 6.66 | 28.17 | -26.39 | -1.85 |
| Sharpe Ratio | NA | -0.17 | -0.39 | 0.17 | 0.34 | NA | NA | 0.43 | 0.06 | -1.50 | 1.54 | 0.58 | 3.51 | 0.11 | 1.78 | 2.50 | -1.01 | 0.15 | 2.23 | 4.95 | 0.61 | 1.46 | 4.29 | -2.87 | -1.39 |
| Standard Deviation(%) | NA | 9.04 | 7.51 | 8.10 | 6.50 | NA | NA | 6.30 | 9.10 | 8.98 | 2.82 | 12.07 | 3.40 | 5.40 | 2.59 | 4.94 | 4.44 | 4.06 | 3.43 | 3.19 | 5.48 | 4.51 | 6.55 | 9.49 | 6.08 |
| Draw Down(%) | NA | 8.05 | 16.11 | 21.00 | 21.00 | NA | NA | 35.03 | 8.05 | 16.01 | 2.44 | 21.00 | 1.60 | 3.24 | 2.39 | 4.16 | 9.68 | 8.02 | 5.48 | 3.49 | 10.56 | 5.49 | 7.87 | 32.02 | 5.27 |
| Yield(%) | 100.59 | 103.05 | 32.29 | 23.76 | 12.99 | 14.17 | 7.29 | 9.12 | 103.79 | 4.89 | 4.66 | 4.87 | 5.89 | 9.61 | 6.10 | 6.00 | 6.06 | 9.79 | 9.79 | 7.87 | 10.85 | 4.20 | 0.00 | 0.00 | 0.00 |
Data as of 12/18/2023, AR inception is 09/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHHYX (STONE HARBOR HIGH YIELD BOND FUND INSTITUTIONAL CLASS) |
-1.51%
Oct 2007 - Oct 2010 |
1.67%
Sep 2017 - Sep 2022 |
2.54%
Oct 2013 - Oct 2023 |
3.16%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHHYX (STONE HARBOR HIGH YIELD BOND FUND INSTITUTIONAL CLASS) |
13.13%
Nov 2008 - Nov 2011 |
12.92%
Nov 2008 - Nov 2013 |
7.78%
Feb 2009 - Feb 2019 |
6.21%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart