Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHLMX (STONE HARBOR LOCAL MARKETS FUND INSTITUTIONAL CLASS) | 0.94% | -0.35% | 3.16% | -1.12% | 1.08% | -0.75% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHLMX (STONE HARBOR LOCAL MARKETS FUND INSTITUTIONAL CLASS) | 07/07/2010 | 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.35 | 3.16 | -1.12 | 1.08 | -0.75 | NA | … | … | 0.94 | 7.97 | -5.84 | 12.02 | -11.67 | -8.23 | 1.87 | 13.08 | -9.28 | 15.36 | 8.95 | -15.19 | -7.58 | -12.37 | 13.98 | -1.46 | 9.08 |
| Sharpe Ratio | NA | -0.23 | 0.05 | -0.37 | -0.03 | NA | NA | … | … | -0.02 | 0.46 | -1.75 | 0.96 | -1.14 | -1.23 | 0.13 | 1.70 | -1.04 | 1.97 | 0.72 | -1.50 | -0.90 | -1.38 | 1.84 | -0.15 | 2.82 |
| Standard Deviation(%) | NA | 11.77 | 9.08 | 9.21 | 9.54 | NA | NA | … | … | 8.67 | 11.40 | 6.95 | 8.12 | 11.49 | 6.71 | 12.93 | 6.86 | 10.20 | 7.50 | 12.14 | 10.14 | 8.49 | 8.96 | 7.64 | 10.04 | 6.83 |
| Draw Down(%) | NA | 11.44 | 11.44 | 25.22 | 26.59 | NA | NA | … | … | 6.65 | 9.52 | 8.96 | 8.99 | 20.99 | 10.45 | 21.34 | 4.60 | 19.83 | 6.12 | 10.27 | 18.17 | 17.83 | 16.91 | 8.51 | 11.49 | 5.07 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 | 0.88 | 0.95 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 1.75 | 1.20 | 0.00 | 0.00 | 2.55 | 2.84 | 3.25 | 4.71 | 2.62 |
Data as of 06/04/2026, Common starting date is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHLMX (STONE HARBOR LOCAL MARKETS FUND INSTITUTIONAL CLASS) |
-12.15%
Jan 2013 – Jan 2016 |
-5.06%
Dec 2010 – Dec 2015 |
-3.57%
Oct 2012 – Oct 2022 |
-0.81%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHLMX (STONE HARBOR LOCAL MARKETS FUND INSTITUTIONAL CLASS) |
9.84%
Oct 2022 – Oct 2025 |
5.61%
Dec 2015 – Dec 2020 |
2.63%
Sep 2015 – Sep 2025 |
0.30%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart