Stone Harbor Buy Hold or Sell Recommendation

XEDIX -- USA Fund  

USD 10.14  0.00  0.00%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Stone Harbor Emerging Markets T is 'Hold'. Macroaxis provides Stone Harbor buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding XEDIX positions. The advice algorithm takes into account all of Stone Harbor Emerging available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from XEDIX buy-and-hold prospective. See also Stone Harbor Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Stone HarborBuy Stone Harbor
Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Stone Harbor Emerging Markets T has a risk adjusted performance of (0.1), jensen alpha of (0.09), total risk alpha of (0.14), sortino ratio of 0.0 and treynor ratio of (0.62)
Our advice tool can be used to cross verify current analyst consensus on Stone Harbor and to analyze the entity potential to grow in the current economic cycle. Please be advised to validate Stone Harbor Number of Employees to validate our buy or sell recommendation.

Stone Harbor Trading Alerts and Improvement Suggestions

Stone Harbor generates negative expected return over the last 30 days

Stone Harbor Returns Distribution Density

Mean Return0.07Value At Risk1.25
Potential Upside0.67Standard Deviation0.52
 Return Density 
      Distribution 

Stone Harbor Greeks

α
Alpha over DOW
=0.09
β
Beta against DOW=0.13
σ
Overall volatility
=0.52
Ir
Information ratio =0.31

Stone Harbor Volatility Alert

Stone Harbor Emerging Markets T exhibits very low volatility with skewness of -1.19 and kurtosis of 2.58. However, we advise investors to further study Stone Harbor Emerging Markets T technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Stone Harbor to competition

Stone Harbor Fundamental Vs Peers

FundamentalsStone HarborPeer Average
Last Dividend Paid0.0780.65
Search macroaxis.com