Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEDFX (Stone Harbor Emerging Markets Income Fd) | 8.93% | 25.38% | 25.99% | 8.43% | 1.46% | -1.17% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEDFX (Stone Harbor Emerging Markets Income Fd) | 01/03/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 25.38 | 25.99 | 8.43 | 1.46 | -1.17 | NA | … | … | 8.93 | 23.61 | 22.01 | 25.99 | -24.20 | -0.56 | -3.31 | -3.06 | -24.83 | 6.98 | 5.26 | -19.08 | -3.83 | -11.90 | 12.54 | -8.83 |
| Sharpe Ratio | NA | 2.92 | 2.83 | 0.50 | 0.00 | NA | NA | … | … | 2.24 | 2.50 | 2.50 | 1.96 | -1.26 | -0.07 | -0.14 | -0.52 | -2.30 | 0.83 | 0.36 | -1.65 | -0.31 | -1.22 | 1.44 | -0.82 |
| Standard Deviation(%) | NA | 7.62 | 8.30 | 12.17 | 13.36 | NA | NA | … | … | 8.47 | 8.34 | 7.34 | 11.49 | 20.36 | 8.55 | 25.28 | 8.77 | 11.42 | 7.67 | 13.90 | 11.62 | 12.40 | 9.81 | 8.73 | 10.83 |
| Draw Down(%) | NA | 5.10 | 7.23 | 43.84 | 59.25 | NA | NA | … | … | 5.10 | 7.23 | 4.61 | 12.27 | 39.62 | 11.66 | 42.88 | 15.18 | 27.11 | 3.96 | 12.60 | 22.90 | 22.96 | 16.14 | 11.73 | 15.41 |
| Yield(%) | 0.00 | 15.32 | 17.73 | 10.04 | 5.21 | 3.23 | 2.52 | … | … | 6.04 | 15.32 | 16.22 | 16.94 | 11.06 | 11.64 | 13.32 | 7.21 | 7.35 | 3.15 | 0.00 | 1.07 | 10.24 | 8.81 | 0.82 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEDFX (Stone Harbor Emerging Markets Income Fd) |
-22.77%
Apr 2017 – Apr 2020 |
-16.72%
Apr 2015 – Apr 2020 |
-10.00%
Sep 2012 – Sep 2022 |
-1.47%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEDFX (Stone Harbor Emerging Markets Income Fd) |
29.40%
Oct 2022 – Oct 2025 |
13.35%
Apr 2020 – Apr 2025 |
2.43%
Jan 2016 – Jan 2026 |
-1.04%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart