Stone Harbor Emerging Fund Fundamentals
| EDF Fund | USD 5.02 0.05 1.01% |
Stone Harbor Emerging fundamentals help investors to digest information that contributes to Stone Harbor's financial success or failures. It also enables traders to predict the movement of Stone Fund. The fundamental analysis module provides a way to measure Stone Harbor's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Stone Harbor fund.
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.Stone Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Stone Harbor's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Stone Harbor could also be used in its relative valuation, which is a method of valuing Stone Harbor by comparing valuation metrics of similar companies.Stone Harbor is currently under evaluation in year to date return among similar funds.
Stone Fundamentals
| Shares Outstanding | 16.84 M | ||||
| Shares Owned By Insiders | 0.45 % | ||||
| Shares Owned By Institutions | 23.78 % | ||||
| Number Of Shares Shorted | 11.62 K | ||||
| Price To Earning | 45.00 X | ||||
| Short Ratio | 0.20 X | ||||
| Earnings Per Share | 0.08 X | ||||
| Number Of Employees | 15 | ||||
| Beta | 0.84 | ||||
| Market Capitalization | 100.39 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 22.00 % | ||||
| One Year Return | 31.06 % | ||||
| Three Year Return | 5.32 % | ||||
| Five Year Return | 2.69 % | ||||
| Last Dividend Paid | 0.72 |
About Stone Harbor Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Stone Harbor Emerging's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Stone Harbor using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Stone Harbor Emerging based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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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