Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSHEX (Virtus Stone Harbor Local Markets Fund Class A) | -0.59% | -1.86% | 2.36% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSHEX (Virtus Stone Harbor Local Markets Fund Class A) | 04/12/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | -1.86 | 2.36 | NA | NA | NA | NA | … | … | -0.59 | 8.04 | -5.99 | 11.78 | -2.99 |
| Sharpe Ratio | NA | -0.24 | -0.03 | NA | NA | NA | NA | … | … | -0.07 | 0.46 | -1.74 | 0.93 | -0.57 |
| Standard Deviation(%) | NA | 11.88 | 9.14 | NA | NA | NA | NA | … | … | 8.54 | 11.50 | 7.06 | 8.13 | 10.42 |
| Draw Down(%) | NA | 11.24 | 11.24 | NA | NA | NA | NA | … | … | 6.81 | 9.19 | 9.02 | 9.04 | 11.53 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 04/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSHEX (Virtus Stone Harbor Local Markets Fund Class A) |
2.36%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| VSHEX (Virtus Stone Harbor Local Markets Fund Class A) |
9.39%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart