Stone Harbor Financial Statements From 2010 to 2024
| EDIDelisted Fund | USD 5.47 0.04 0.74% |
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 | 20.69 % |
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.
CompetitionAccording to the company's disclosures, Stone Harbor Emerging has a Year To Date Return of 20.688%. 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 below average in price to earning among similar funds. It is rated below average 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 40.52 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Stone Harbor's earnings, one of the primary drivers of an investment's value.About Stone Harbor Financial Statements
Investors use 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's investors may analyze each financial statement separately, they are all interrelated. Understanding these patterns can help investors make the right trading decisions.
Virtus Stone Harbor Emerging Markets Total Income Fund is a closed ended balanced mutual fund launched and managed by Stone Harbor Investment Partners LP. Virtus Stone Harbor Emerging Markets Total Income Fund was formed on October 25, 2012 and is domiciled in the United States. Virtus Emerging operates under Asset Management classification in the United States and is traded on New York Stock Exchange.
Currently Active Assets on Macroaxis
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Other Consideration for investing in Stone Fund
If you are still planning to invest in Stone Harbor Emerging check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Stone Harbor's history and understand the potential risks before investing.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |