Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSHEX (Virtus Stone Harbor Local Markets Fund Class A) | 11.86% | 7.74% | 7.50% | NA | NA | NA | NA | 4.43% |
Data as of 07/11/2025, AR inception 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 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 7.74 | 7.50 | NA | NA | NA | NA | 4.43 | 11.86 | -5.99 | 11.78 | -2.99 |
| Sharpe Ratio | NA | 0.65 | 0.53 | NA | NA | NA | NA | 0.12 | 3.23 | -1.74 | 0.93 | -0.57 |
| Standard Deviation(%) | NA | 6.99 | 7.81 | NA | NA | NA | NA | 8.18 | 6.51 | 7.06 | 8.13 | 10.42 |
| Draw Down(%) | NA | 10.06 | 10.06 | NA | NA | NA | NA | 11.53 | 2.90 | 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 07/11/2025, 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 |
|---|---|---|---|---|
| VSHEX (Virtus Stone Harbor Local Markets Fund Class A) |
4.34%
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 |
|---|---|---|---|---|
| VSHEX (Virtus Stone Harbor Local Markets Fund Class A) |
6.93%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart