Stone Harbor Financial Statements From 2010 to 2024
| EDF Fund | USD 5.02 0.05 1.01% |
Market Capitalization 100.4 M |
Check Stone Harbor financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Stone Harbor's main balance sheet or income statement drivers, such as , as well as many indicators such as . Stone financial statements analysis is a perfect complement when working with Stone Harbor Valuation or Volatility modules.
Stone |
Stone Harbor Emerging Fund Year To Date Return Analysis
Stone Harbor's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Stone Harbor Year To Date Return | 22.00 % |
Most of Stone Harbor's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Stone Harbor Emerging is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
According to the company's disclosures, Stone Harbor Emerging has a Year To Date Return of 22.0006%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The year to date return for all United States funds is notably lower than that of the firm.
Stone Harbor Emerging Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Stone Harbor's current stock value. Our valuation model uses many indicators to compare Stone Harbor value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stone Harbor competition to find correlations between indicators driving Stone Harbor's intrinsic value. More Info.Stone Harbor Emerging is rated # 4 fund in price to earning among similar funds. It is rated # 2 fund in beta among similar funds totaling about 0.02 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Stone Harbor Emerging is roughly 53.57 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Stone Harbor by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.About Stone Harbor Financial Statements
Stone Harbor stakeholders use historical fundamental indicators, such as Stone Harbor's revenue or net income, to determine how well the company is positioned to perform in the future. Although Stone Harbor investors may analyze each financial statement separately, they are all interrelated. For example, changes in Stone Harbor's assets and liabilities are reflected in the revenues and expenses on Stone Harbor's income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Stone Harbor Emerging. Please read more on our technical analysis and fundamental analysis pages.
Virtus Stone Harbor Emerging Markets Income Fund is a closed-ended fixed income mutual fund launched and managed by Stone Harbor Investment Partners LP. The fund invests in the fixed income markets of emerging market countries across the globe. It primarily invests in sovereign debt obligations, corporate debt securities, structured notes, convertible securities, securities issued by supranational organizations, floating rate commercial loans, and securitized loan participations. The fund focuses on factors such as liquidity, volatility, tax implications, interest rate sensitivity, counterparty risks, economic factors, currency exchange rates, and technical market considerations to create its portfolio. It benchmarks the performance of its portfolios against the JP Morgan EMBI Global Diversified TR Index, the JPMorgan CEMBI Broad Diversified Index, and the JPMorgan GBI-EM Global Diversified Composite TR Index. Virtus Stone Harbor Emerging Markets Income Fund was formed on December 22, 2010 and is domiciled in the United States.
Currently Active Assets on Macroaxis
Other Information on Investing in Stone Fund
Stone Harbor financial ratios help investors to determine whether Stone Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Stone with respect to the benefits of owning Stone Harbor security.
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