Stone Harbor Emerging Manager Performance
| EDIDelisted Fund | USD 5.47 0.04 0.74% |
The entity has a beta of 0.11, 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
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Stone Harbor Emerging has generated negative risk-adjusted returns adding no value to fund investors. Despite fairly strong fundamental indicators, Stone Harbor is not utilizing all of its potentials. The recent stock price confusion, may contribute to short-horizon losses for the traders.
...more| Expense Ratio | 2.6600 |
Stone |
Stone Harbor Relative Risk vs. Return Landscape
If you would invest 547.00 in Stone Harbor Emerging on August 31, 2024 and sell it today you would earn a total of 0.00 from holding Stone Harbor Emerging or generate 0.0% return on investment over 90 days. Stone Harbor Emerging is generating negative expected returns assuming volatility of 0.0% on return distribution over 90 days investment horizon. In other words, 0% 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
Overvalued
Today
Please note that Stone Harbor's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Stone Harbor Emerging has a current Real Value of $4.95 per share. The regular price of the fund is $5.47. 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 purchasing undervalued funds and trading away overvalued funds since, at some point, fund prices and their ongoing real values will draw towards each other.
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 5.47 | Real 4.95 | Hype 5.47 | Naive 5.57 |
The intrinsic value of Stone Harbor's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Stone Harbor's stock price.
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stone Harbor's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Stone Harbor Emerging, and traders can use it to determine the average amount a Stone Harbor's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| EDI |
Based on monthly moving average Stone Harbor is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Stone Harbor by adding Stone Harbor to a well-diversified portfolio.
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 | 9.94 M | |||
| Price To Earning | 31.20 X | |||
| Earnings Per Share | 0.15 X | |||
About Stone Harbor Performance
By evaluating 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. Please also refer to our technical analysis and fundamental analysis pages.
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.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.| Stone Harbor is not yet fully synchronised with the market data | |
| Stone Harbor has a very high chance of going through financial distress in the upcoming years | |
| Stone Harbor Emerging generated five year return of -1.0% |
- 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.
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 Money Managers module to screen money managers from public funds and ETFs managed around the world.
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 Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| CEOs Directory Screen CEOs from public companies around the world |