Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHIGX (STONE HARBOR INVESTMENT GRADE FUND INSTITUTIONAL CLASS) | NA | -16.20% | -2.05% | -0.89% | NA | NA | NA | … | … |
Data as of 05/27/2021, Common starting date is 12/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHIGX (STONE HARBOR INVESTMENT GRADE FUND INSTITUTIONAL CLASS) | 12/23/2013 | 05/27/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.20 | -2.05 | -0.89 | NA | NA | NA | … | … | -6.13 | -11.49 | 7.18 | -2.92 | 3.65 | 3.57 | -0.54 | 7.07 | -0.20 |
| Sharpe Ratio | NA | -0.98 | -0.26 | -0.20 | NA | NA | NA | … | … | -2.02 | -0.68 | 1.73 | -1.49 | 1.06 | 1.07 | -0.16 | 2.36 | NA |
| Standard Deviation(%) | NA | 16.63 | 10.23 | 8.15 | NA | NA | NA | … | … | 7.22 | 17.05 | 3.37 | 2.85 | 2.87 | 3.14 | 3.59 | 2.98 | NA |
| Draw Down(%) | NA | 19.73 | 19.73 | 19.73 | NA | NA | NA | … | … | 6.31 | 17.55 | 1.96 | 3.99 | 1.46 | 3.86 | 3.23 | 1.34 | NA |
| Yield(%) | 0.00 | 4.65 | 3.28 | 2.90 | 2.12 | 1.41 | 1.06 | … | … | 0.19 | 5.29 | 2.62 | 2.14 | 2.35 | 2.78 | 2.07 | 3.21 | 0.00 |
Data as of 05/27/2021, Common starting date is 12/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIGX (STONE HARBOR INVESTMENT GRADE FUND INSTITUTIONAL CLASS) |
-1.11%
Oct 2017 – Oct 2020 |
-0.12%
Mar 2016 – Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIGX (STONE HARBOR INVESTMENT GRADE FUND INSTITUTIONAL CLASS) |
4.88%
Jul 2017 – Jul 2020 |
4.14%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart