Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHMDX (STONE HARBOR EMERGING MARKETS DEBT FUND INSTITUTIONAL CLASS) | 3.42% | 14.87% | 13.30% | 3.31% | 4.28% | 4.19% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHMDX (STONE HARBOR EMERGING MARKETS DEBT FUND INSTITUTIONAL CLASS) | 09/13/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 14.87 | 13.30 | 3.31 | 4.28 | 4.19 | NA | … | … | 3.42 | 15.15 | 8.92 | 14.64 | -19.63 | -2.52 | 7.04 | 15.20 | -7.86 | 11.56 | 14.13 | -0.90 | 2.87 | -8.77 | 17.00 | 5.68 | 10.99 | 30.97 | -25.24 | 0.76 |
| Sharpe Ratio | NA | 2.68 | 1.90 | 0.11 | 0.35 | NA | NA | … | … | 0.80 | 2.50 | 1.07 | 1.60 | -1.80 | -0.61 | 0.44 | 2.99 | -1.40 | 3.08 | 2.21 | -0.16 | 0.49 | -1.33 | 4.34 | 1.00 | 1.96 | 3.90 | -1.49 | 0.02 |
| Standard Deviation(%) | NA | 4.64 | 5.49 | 7.20 | 7.75 | NA | NA | … | … | 5.94 | 4.93 | 4.95 | 6.94 | 11.72 | 4.17 | 15.22 | 4.59 | 6.61 | 3.56 | 6.28 | 5.78 | 5.80 | 6.59 | 3.94 | 5.66 | 5.56 | 7.92 | 17.57 | 7.44 |
| Draw Down(%) | NA | 4.34 | 6.23 | 31.98 | 31.98 | NA | NA | … | … | 4.34 | 5.34 | 2.86 | 6.23 | 29.28 | 5.35 | 26.22 | 2.85 | 10.71 | 2.16 | 5.94 | 8.04 | 10.92 | 12.78 | 3.84 | 7.77 | 4.96 | 4.26 | 35.83 | 3.65 |
| Yield(%) | 0.00 | 6.16 | 8.13 | 5.59 | 5.56 | 5.22 | 4.56 | … | … | 2.01 | 6.71 | 6.91 | 8.48 | 7.76 | 4.44 | 5.29 | 6.00 | 5.87 | 6.41 | 7.18 | 6.18 | 5.06 | 4.45 | 6.03 | 6.63 | 5.25 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMDX (STONE HARBOR EMERGING MARKETS DEBT FUND INSTITUTIONAL CLASS) |
-8.22%
Sep 2019 – Sep 2022 |
-4.13%
Sep 2017 – Sep 2022 |
-0.28%
Sep 2012 – Sep 2022 |
1.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMDX (STONE HARBOR EMERGING MARKETS DEBT FUND INSTITUTIONAL CLASS) |
17.72%
Oct 2008 – Oct 2011 |
12.15%
Oct 2008 – Oct 2013 |
7.82%
Feb 2009 – Feb 2019 |
5.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart