Stone Harbor Emerging Fund Manager Performance Evaluation
| EDF Fund | USD 5.05 0.05 1.00% |
The entity has a beta of 0.18, 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.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Stone Harbor Emerging are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly stable fundamental indicators, Stone Harbor is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
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Stone |
Stone Harbor Relative Risk vs. Return Landscape
If you would invest 482.00 in Stone Harbor Emerging on November 9, 2025 and sell it today you would earn a total of 23.00 from holding Stone Harbor Emerging or generate 4.77% return on investment over 90 days. Stone Harbor Emerging is generating 0.0786% of daily returns assuming volatility of 0.6668% on return distribution over 90 days investment horizon. In other words, 5% of funds are less volatile than Stone, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Stone Harbor Current Valuation
Fairly Valued
Today
Please note that Stone Harbor's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Stone Harbor Emerging has a current Real Value of $5.01 per share. The regular price of the fund is $5.05. We determine the value of Stone Harbor Emerging from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will draw towards each other.
The fair value of the Stone fund is determined by what a typical buyer is willing to pay for full or partial control of Stone Harbor Emerging. Since Stone Harbor is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stone Fund. However, Stone Harbor's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 5.05 | Real 5.01 | Hype 5.05 | Naive 5.1 |
The real value of Stone Fund, also known as its intrinsic value, is the underlying worth of Stone Harbor Emerging Fund, which is reflected in its stock price. It is based on Stone Harbor's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Stone Harbor's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Stone Harbor Emerging helps investors to forecast how Stone fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Stone Harbor more accurately as focusing exclusively on Stone Harbor's fundamentals will not take into account other important factors: Stone Harbor Target Price Odds to finish over Current Price
The tendency of Stone Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 5.05 | 90 days | 5.05 | about 1.53 |
Based on a normal probability distribution, the odds of Stone Harbor to move above the current price in 90 days from now is about 1.53 (This Stone Harbor Emerging probability density function shows the probability of Stone Fund to fall within a particular range of prices over 90 days) .
Stone Harbor Price Density |
| Price |
Predictive Modules for Stone Harbor
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Stone Harbor Emerging. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.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 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Stone Harbor is not an exception. The market had few large corrections towards the Stone Harbor's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Stone Harbor Emerging, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Stone Harbor within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | 0.18 | |
σ | Overall volatility | 0.1 | |
Ir | Information ratio | -0.02 |
Stone Harbor Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Stone Harbor for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Stone Harbor Emerging can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: MethaneSAT Releases First Global Assessment of Oil and Gas Climate Pollution - Inside Climate News |
Stone Harbor Fundamentals Growth
Stone Fund prices reflect investors' perceptions of the future prospects and financial health of Stone Harbor, and Stone Harbor fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Stone Fund performance.
| Shares Outstanding | 16.84 M | ||||
| Price To Earning | 45.00 X | ||||
| Earnings Per Share | 0.08 X | ||||
About Stone Harbor Performance
By analyzing Stone Harbor's fundamental ratios, stakeholders can gain valuable insights into Stone Harbor's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Stone Harbor has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Stone Harbor has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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.Things to note about Stone Harbor Emerging performance evaluation
Checking the ongoing alerts about Stone Harbor for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Stone Harbor Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: MethaneSAT Releases First Global Assessment of Oil and Gas Climate Pollution - Inside Climate News |
- Analyzing Stone Harbor's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Stone Harbor's stock is overvalued or undervalued compared to its peers.
- Examining Stone Harbor's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Stone Harbor's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stone Harbor's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Stone Harbor's fund. These opinions can provide insight into Stone Harbor's potential for growth and whether the stock is currently undervalued or overvalued.
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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| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |