Stone Harbor Three Year Return vs. Annual Yield
| EDF Fund | USD 5.02 0.01 0.20% |
For Stone Harbor profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Stone Harbor to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Stone Harbor Emerging utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Stone Harbor's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Stone Harbor Emerging over time as well as its relative position and ranking within its peers.
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Stone Harbor Emerging Annual Yield vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Stone Harbor's current stock value. Our valuation model uses many indicators to compare Stone Harbor value to that of its competitors to determine the firm's financial worth. Stone Harbor Emerging is rated # 3 fund in three year return among similar funds. It is rated below average in annual yield among similar funds . The ratio of Three Year Return to Annual Yield for Stone Harbor Emerging is about 932.76 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Stone Harbor by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Stone Annual Yield vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Stone Harbor |
| = | 6.72 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Stone Harbor |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Stone Annual Yield Comparison
Stone Harbor is rated # 5 fund in annual yield among similar funds.
Stone Harbor Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Stone Harbor, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Stone Harbor will eventually generate negative long term returns. The profitability progress is the general direction of Stone Harbor's change in net profit over the period of time. It can combine multiple indicators of Stone Harbor, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Virtus Stone Harbor Emerging Markets Income Fund is a closed-ended fixed income mutual fund launched and managed by Stone Harbor Investment Partners LP. The fund invests in the fixed income markets of emerging market countries across the globe. It primarily invests in sovereign debt obligations, corporate debt securities, structured notes, convertible securities, securities issued by supranational organizations, floating rate commercial loans, and securitized loan participations. The fund focuses on factors such as liquidity, volatility, tax implications, interest rate sensitivity, counterparty risks, economic factors, currency exchange rates, and technical market considerations to create its portfolio. It benchmarks the performance of its portfolios against the JP Morgan EMBI Global Diversified TR Index, the JPMorgan CEMBI Broad Diversified Index, and the JPMorgan GBI-EM Global Diversified Composite TR Index. Virtus Stone Harbor Emerging Markets Income Fund was formed on December 22, 2010 and is domiciled in the United States.
Stone Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Stone Harbor. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Stone Harbor position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Stone Harbor's important profitability drivers and their relationship over time.
| Three Year Return vs Price To Earning | ||
| Beta vs Annual Yield | ||
| Three Year Return vs Year To Date Return | ||
| One Year Return vs Annual Yield | ||
| Three Year Return vs Five Year Return | ||
| Last Dividend Paid vs Annual Yield |
Use Stone Harbor in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Stone Harbor position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Stone Harbor will appreciate offsetting losses from the drop in the long position's value.Stone Harbor Pair Trading
Stone Harbor Emerging Pair Trading Analysis
The ability to find closely correlated positions to Stone Harbor could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stone Harbor when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Stone Harbor - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Stone Harbor Emerging to buy it.
The correlation of Stone Harbor is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Stone Harbor moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stone Harbor Emerging moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Stone Harbor can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Stone Harbor position
In addition to having Stone Harbor in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Trading Thematic Idea Now
Trading
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Trading Theme or any other thematic opportunities.
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Other Information on Investing in Stone Fund
To fully project Stone Harbor's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Stone Harbor Emerging at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Stone Harbor's income statement, its balance sheet, and the statement of cash flows.
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