Stone Harbor Strategic Manager Performance
| SHSIXDelisted Fund | USD 8.44 0.00 0.00% |
The entity has a beta of 0.0203, 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
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Very Weak
Over the last 90 days Stone Harbor Strategic has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward 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 | 0.7000 |
Stone |
Stone Harbor Relative Risk vs. Return Landscape
If you would invest 844.00 in Stone Harbor Strategic on September 1, 2024 and sell it today you would earn a total of 0.00 from holding Stone Harbor Strategic or generate 0.0% return on investment over 90 days. Stone Harbor Strategic is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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
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 Strategic has a current Real Value of $7.79 per share. The regular price of the fund is $8.44. We determine the value of Stone Harbor Strategic 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 8.44 | Real 7.79 | Hype 8.44 | Naive 8.52 |
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 Strategic 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 Strategic, 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
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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 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.
| Price To Earning | 12.76 X | |||
| Price To Book | 0.53 X | |||
| Price To Sales | 0.29 X | |||
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 investment seeks to maximize total return, which consists of income on its investments and capital appreciation. Stone Harbor is traded on NASDAQ Exchange in the United States.Things to note about Stone Harbor Strategic 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 Strategic 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 | |
| The fund maintains about 20.54% 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.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Other Consideration for investing in Stone Mutual Fund
If you are still planning to invest in Stone Harbor Strategic 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.
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