Stone Harbor Manager Performance Evaluation

XEDFX -- USA Fund  

USD 8.95  0.02  0.22%

The entity has beta of 0.1009 which indicates as returns on market increase, Stone Harbor returns are expected to increase less than the market. However during bear market, the loss on holding Stone Harbor will be expected to be smaller as well. Even though it is essential to pay attention to Stone Harbor Emerging current price movements, it is always good to be careful when utilizing equity historical returns. Macroaxis philosophy towards measuring future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Stone Harbor Emerging Markets I exposes twenty-one different technical indicators which can help you to evaluate its performance.

Risk-Adjusted Fund Performance

Over the last 30 days Stone Harbor Emerging Markets I has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, Stone Harbor is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Horizon     30 Days    Login   to change

Stone Harbor Emerging Relative Risk vs. Return Landscape

If you would invest  941.00  in Stone Harbor Emerging Markets I on October 19, 2019 and sell it today you would lose (46.00)  from holding Stone Harbor Emerging Markets I or give up 4.89% of portfolio value over 30 days. Stone Harbor Emerging Markets I is currently producing negative expected returns and takes up 0.5954% volatility of returns over 30 trading days. Put another way, 5% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Stone Harbor is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.21 times less risky than the market. the firm trades about -0.13 of its potential returns per unit of risk. The DOW is currently generating roughly 0.17 of returns per unit of risk over similar time horizon.

Stone Harbor Market Risk Analysis

Sharpe Ratio = -0.1285
Good Returns
Average Returns
Small Returns
Negative ReturnsXEDFX

Stone Harbor Relative Performance Indicators

Estimated Market Risk
  actual daily
 5 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
Based on monthly moving average Stone Harbor is performing at about 0% 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 Alerts

Equity Alerts and Improvement Suggestions

Stone Harbor generates negative expected return over the last 30 days
On November 7, 2019 Stone Harbor paid $ 0.072 per share dividend to its current shareholders
See also Your Current Watchlist. Please also try Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.