Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSHCX (Virtus Stone Harbor Emerging Markets Debt Fund Class A) | 4.69% | 8.34% | 12.43% | NA | NA | NA | NA | 6.44% |
Data as of 07/18/2025, AR inception is 04/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSHCX (Virtus Stone Harbor Emerging Markets Debt Fund Class A) | 04/12/2022 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.79 | 8.34 | 12.43 | NA | NA | NA | NA | 6.44 | 4.69 | 8.57 | 14.65 | -7.45 |
| Sharpe Ratio | NA | 0.99 | 0.91 | NA | NA | NA | NA | 0.28 | 0.95 | 0.41 | 1.34 | -0.69 |
| Standard Deviation(%) | NA | 5.24 | 9.95 | NA | NA | NA | NA | 10.00 | 6.08 | 4.81 | 7.80 | 17.56 |
| Draw Down(%) | NA | 5.46 | 12.91 | NA | NA | NA | NA | 18.20 | 5.46 | 2.97 | 6.40 | 18.20 |
| Yield(%) | 0.00 | 6.38 | 8.67 | 4.62 | 2.31 | 1.54 | 1.16 | 7.70 | 2.98 | 6.59 | 7.53 | 8.04 |
Data as of 07/18/2025, AR inception is 04/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSHCX (Virtus Stone Harbor Emerging Markets Debt Fund Class A) |
7.24%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSHCX (Virtus Stone Harbor Emerging Markets Debt Fund Class A) |
11.27%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart