Stone Harbor Emerging Fund Manager Performance Evaluation
| SHCDX Fund | USD 8.15 0.01 0.12% |
The entity has a beta of -0.0273, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Stone Harbor are expected to decrease at a much lower rate. During the bear market, Stone Harbor is likely to outperform the market.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Stone Harbor Emerging are ranked lower than 29 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Stone Harbor is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreStone |
Stone Harbor Relative Risk vs. Return Landscape
If you would invest 795.00 in Stone Harbor Emerging on November 29, 2025 and sell it today you would earn a total of 20.00 from holding Stone Harbor Emerging or generate 2.52% return on investment over 90 days. Stone Harbor Emerging is currently producing 0.0415% returns and takes up 0.1131% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Stone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stone Harbor Current Valuation
Fairly Valued
Today
Please note that Stone Harbor's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Stone Harbor Emerging has a current Real Value of $8.13 per share. The regular price of the fund is $8.15. 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 acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual 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 Mutual 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 8.15 | Real 8.13 | Hype 8.15 | Naive 8.16 |
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, news, and other external factors that may influence Stone Harbor's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Stone Harbor Emerging helps investors to forecast how Stone mutual 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 Mutual 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 |
| 8.15 | 90 days | 8.15 | under 4 |
Based on a normal probability distribution, the odds of Stone Harbor to move above the current price in 90 days from now is under 4 (This Stone Harbor Emerging probability density function shows the probability of Stone Mutual 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 mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual 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 | 0.03 | |
β | Beta against Dow Jones | -0.03 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | -0.76 |
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.| The fund maintains about 93.33% of its assets in bonds |
Stone Harbor Fundamentals Growth
Stone Mutual 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 Mutual Fund performance.
| Total Asset | 7.03 M | ||||
About Stone Harbor Performance
Evaluating Stone Harbor's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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.
The fund normally will invest at least 80 percent of its net assets in Emerging Markets Corporate Debt Investments. 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.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. Mutual 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.| The fund maintains about 93.33% of its assets in bonds |
- 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 Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stone Harbor's mutual 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 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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