Stone Harbor Emerging Fund Market Value
| EDF Fund | USD 5.10 0.01 0.20% |
| Symbol | Stone |
Stone Harbor 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Stone Harbor's fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Stone Harbor.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Stone Harbor on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Stone Harbor Emerging or generate 0.0% return on investment in Stone Harbor over 90 days. Stone Harbor is related to or competes with Credit Suisse, Eaton Vance, Morgan Stanley, Blackstone Gso, Special Opportunities, Korea Closed, and Clipper Fund. Virtus Stone Harbor Emerging Markets Income Fund is a closed-ended fixed income mutual fund launched and managed by Ston... More
Stone Harbor Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Stone Harbor's fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Stone Harbor Emerging upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7012 | |||
| Information Ratio | 0.0554 | |||
| Maximum Drawdown | 2.74 | |||
| Value At Risk | (1.03) | |||
| Potential Upside | 1.19 |
Stone Harbor Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stone Harbor's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Stone Harbor's standard deviation. In reality, there are many statistical measures that can use Stone Harbor historical prices to predict the future Stone Harbor's volatility.| Risk Adjusted Performance | 0.1276 | |||
| Jensen Alpha | 0.089 | |||
| Total Risk Alpha | 0.0474 | |||
| Sortino Ratio | 0.0525 | |||
| Treynor Ratio | 0.7455 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Stone Harbor's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Stone Harbor February 16, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1276 | |||
| Market Risk Adjusted Performance | 0.7555 | |||
| Mean Deviation | 0.5484 | |||
| Semi Deviation | 0.532 | |||
| Downside Deviation | 0.7012 | |||
| Coefficient Of Variation | 622.0 | |||
| Standard Deviation | 0.664 | |||
| Variance | 0.441 | |||
| Information Ratio | 0.0554 | |||
| Jensen Alpha | 0.089 | |||
| Total Risk Alpha | 0.0474 | |||
| Sortino Ratio | 0.0525 | |||
| Treynor Ratio | 0.7455 | |||
| Maximum Drawdown | 2.74 | |||
| Value At Risk | (1.03) | |||
| Potential Upside | 1.19 | |||
| Downside Variance | 0.4917 | |||
| Semi Variance | 0.283 | |||
| Expected Short fall | (0.62) | |||
| Skewness | (0.21) | |||
| Kurtosis | (0.65) |
Stone Harbor Emerging Backtested Returns
At this point, Stone Harbor is not too volatile. Stone Harbor Emerging owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.22, which indicates the fund had a 0.22 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Stone Harbor Emerging, which you can use to evaluate the volatility of the fund. Please validate Stone Harbor's Semi Deviation of 0.532, coefficient of variation of 622.0, and Risk Adjusted Performance of 0.1276 to confirm if the risk estimate we provide is consistent with the expected return of 0.14%. The entity has a beta of 0.13, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Stone Harbor's returns are expected to increase less than the market. However, during the bear market, the loss of holding Stone Harbor is expected to be smaller as well.
Auto-correlation | 0.62 |
Good predictability
Stone Harbor Emerging has good predictability. Overlapping area represents the amount of predictability between Stone Harbor time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Stone Harbor Emerging price movement. The serial correlation of 0.62 indicates that roughly 62.0% of current Stone Harbor price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.62 | |
| Spearman Rank Test | 0.48 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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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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