Stone Harbor Financials
| SHMDX Fund | USD 7.49 0.01 0.13% |
Stone |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Stone Harbor Fund Summary
Stone Harbor competes with Mutual Of, Fpa Queens, Mid-cap Value, Ultramid-cap Profund, and Queens Road. The fund normally will invest at least 80 percent of its net assets in Emerging Markets Fixed Income Securities. It may invest in securities of any credit rating and may invest without limit in higher risk, below-investment grade debt securities, commonly referred to as high yield securities or junk bonds. The Adviser normally maintains an average portfolio duration of between 2 and 7 years.Specialization | Emerging Markets Bond, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8616471053 |
| Business Address | Stone Harbor Investment |
| Mutual Fund Family | Stone Harbor |
| Mutual Fund Category | Emerging Markets Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 866 699 8125 |
| Currency | USD - US Dollar |
Stone Harbor Key Financial Ratios
Stone Financial Ratios 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 top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 348.67 of Year To Date Return per Annual Yield. 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.Stone Harbor Emerging Systematic Risk
Stone Harbor's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Stone Harbor volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Stone Harbor Emerging correlated with the market. If Beta is less than 0 Stone Harbor generally moves in the opposite direction as compared to the market. If Stone Harbor Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Stone Harbor Emerging is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Stone Harbor is generally in the same direction as the market. If Beta > 1 Stone Harbor moves generally in the same direction as, but more than the movement of the benchmark.
Stone Harbor November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Stone Harbor help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Stone Harbor Emerging. We use our internally-developed statistical techniques to arrive at the intrinsic value of Stone Harbor Emerging based on widely used predictive technical indicators. In general, we focus on analyzing Stone Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Stone Harbor's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2833 | |||
| Information Ratio | (0.42) | |||
| Maximum Drawdown | 1.61 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.4043 |
Other Information on Investing in Stone Mutual Fund
Stone Harbor financial ratios help investors to determine whether Stone Mutual 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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