Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHSIX (STONE HARBOR STRATEGIC INCOME FUND INSTITUTIONAL CLASS) | NA | -89,290.68% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 01/31/2024, Common starting date is 12/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHSIX (STONE HARBOR STRATEGIC INCOME FUND INSTITUTIONAL CLASS) | 12/20/2013 | 01/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -84,901.43 | -89,290.68 | nan | nan | nan | NA | NA | … | … | -84,300.71 | 9.45 | -9.25 | 0.73 | 3.86 | 9.45 | -2.88 | 5.34 | 8.88 | -2.11 | 5.00 | 0.00 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.34 | -1.78 | 0.37 | 0.42 | 3.80 | -1.44 | 2.09 | 2.66 | -0.69 | 1.44 | -0.02 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 3.91 | 6.00 | 1.89 | 8.51 | 2.11 | 2.91 | 2.27 | 3.26 | 3.10 | 3.47 | 1.74 |
| Draw Down(%) | NA | 84,300.71 | 82,788.20 | 82,788.20 | 82,788.20 | NA | NA | … | … | 84,300.71 | 2.98 | 14.38 | 2.17 | 17.38 | 1.02 | 4.08 | 1.53 | 3.12 | 6.22 | 5.70 | 0.20 |
| Yield(%) | 100.48 | 105.46 | 33.17 | 21.71 | 12.45 | 8.32 | 6.24 | … | … | 100.00 | 4.88 | 5.31 | 3.58 | 3.38 | 3.16 | 3.66 | 3.12 | 4.35 | 5.52 | 5.51 | 0.00 |
Data as of 01/31/2024, Common starting date is 12/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHSIX (STONE HARBOR STRATEGIC INCOME FUND INSTITUTIONAL CLASS) |
-2.81%
Sep 2019 – Sep 2022 |
-0.75%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHSIX (STONE HARBOR STRATEGIC INCOME FUND INSTITUTIONAL CLASS) |
5.08%
Jan 2016 – Jan 2019 |
4.88%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart