Stone Harbor Local Fund Manager Performance Evaluation
| SHLMX Fund | USD 8.62 0.11 1.29% |
The fund owns a Beta (Systematic Risk) of 0.16, which signifies 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 a bear market, the loss from holding STONE HARBOR is expected to be smaller as well.
Risk-Adjusted Performance
Contained
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Stone Harbor Local rank lower than 6% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong primary indicators, STONE HARBOR is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 30th of September 2021 | |
| Expense Ratio | 1.0000 |
STONE |
STONE HARBOR Relative Risk vs. Return Landscape
If you had invested $ 845.00 in Stone Harbor Local on December 11, 2025 and sold it today you would have earned a total of $ 17.00 from holding Stone Harbor Local or generated 2.01% return on investment over 90 days. Stone Harbor Local is currently producing a 0.0335% return and carries 0.4225% volatility of returns over 90 trading days. Put another way, 3% 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 |
Historical Prices of Stone Harbor Local
Below is the normalized historical share price chart for Stone Harbor Local extending back to June 30, 2010. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of STONE HARBOR stands at 8.62, as last reported on the 11th of March 2026, with the highest price reaching 8.62 and the lowest price hitting 8.62 during the day.Macro event markers
Target Price Odds to finish over Current Price
Prices of funds like STONE Mutual Fund tend to oscillate around a central value over time, a phenomenon known as mean reversion. Although this tendency is a useful forecasting input, some instruments remain persistently underpriced or overpriced before the market corrects the discrepancy.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 8.62 | 90 days | 8.62 | about 52.85 |
Under a normal probability framework, the likelihood of STONE HARBOR moving above the current price in 90 days from now is about 52.85 (The distribution above models the probability of STONE Mutual Fund reaching different price points within 90 days).
STONE HARBOR Price Density |
| Price |
Predictive Modules for STONE HARBOR
The challenge of forecasting Stone Harbor Local mirrors the broader difficulty of predicting fund market movements. No single technique offers reliable accuracy, but investors who apply multiple methods and compare the results are better positioned to identify potential outcomes and manage risk effectively.While mean reversion in STONE HARBOR is a statistically observable tendency, it operates on uncertain timelines. Positions sized too aggressively against the trend can suffer sustained losses before reversion occurs.
STONE HARBOR Risk Indicators
The mutual fund market has been marked by significant volatility in the last 10-20 years, and STONE HARBOR has not been spared. Both sharp declines and strong rallies have tested investor discipline. A hedging strategy built around STONE HARBOR's risk indicators can help those holding Stone Harbor Local manage downside risk more effectively.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.16 | |
σ | Overall volatility | 0.14 | |
Ir | Information ratio | 0.07 |
STONE HARBOR Alerts and Suggestions
Investors who use alerts for STONE HARBOR can respond more quickly to important fund events. Notifications for Stone Harbor Local highlight significant technical and fundamental shifts that may create new opportunities or signal emerging risks.| The fund maintains about 16.19% of its assets in cash |
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.
About STONE HARBOR Performance Analysis
STONE HARBOR performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Benchmark comparison clarifies whether outcomes reflect exposure or implementation effects.
Unless otherwise specified, financial data for Stone Harbor Local is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. Updates may occur throughout the day.