Stone Harbor Emerging Fund Manager Performance Evaluation
| SHMDX Fund | USD 7.49 0.01 0.13% |
The entity has a beta of 0.0429, 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
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Stone Harbor Emerging are ranked lower than 6 (%) 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.
...more| Expense Ratio Date | 30th of September 2021 | |
| Expense Ratio | 0.7500 |
Stone |
Stone Harbor Relative Risk vs. Return Landscape
If you would invest 738.00 in Stone Harbor Emerging on September 3, 2024 and sell it today you would earn a total of 11.00 from holding Stone Harbor Emerging or generate 1.49% return on investment over 90 days. Stone Harbor Emerging is currently producing 0.0235% returns and takes up 0.2862% volatility of returns over 90 trading days. Put another way, 2% 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 $7.49 per share. The regular price of the fund is $7.49. 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 7.49 | Real 7.49 | Hype 7.49 | Naive 7.48 |
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 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 mutual 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 = 0.0822
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SHMDX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Stone Harbor is performing at about 6% of its full potential. 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 it to a well-diversified portfolio.
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
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 Fixed Income Securities. 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 9.05% of its assets in cash |
- 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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