Stone Harbor Emerging Fund Manager Performance Evaluation
| EDF Fund | USD 4.86 0.18 3.57% |
The entity has a beta of 0.23, 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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Over the last 90 days Stone Harbor Emerging has generated negative risk-adjusted returns adding no value to fund investors. Despite nearly stable fundamental indicators, Stone Harbor is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders.
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4 | Milloni Doshi - Environmental Defense Fund | 11/08/2024 |
5 | Ashoka-EDF Climate Corps Nurturing climate leaders for tomorrow - Environmental Defense Fund | 12/05/2024 |
| Expense Ratio | 1.4500 |
Stone |
Stone Harbor Relative Risk vs. Return Landscape
If you would invest 505.00 in Stone Harbor Emerging on September 13, 2024 and sell it today you would lose (19.00) from holding Stone Harbor Emerging or give up 3.76% of portfolio value over 90 days. Stone Harbor Emerging is generating negative expected returns assuming volatility of 1.2098% on return distribution over 90 days investment horizon. In other words, 10% of funds are less volatile than Stone, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Stone Harbor Current Valuation
Fairly Valued
Today
Please note that Stone Harbor's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Stone Harbor Emerging has a current Real Value of $5.03 per share. The regular price of the fund is $4.86. 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 locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will draw towards each other.
The fair value of the Stone fund is determined by what a typical buyer is willing to pay for full or partial control of Stone Harbor Emerging. Since Stone Harbor is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stone 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 4.86 | Real 5.03 | Hype 5.04 | Naive 5.09 |
The real value of Stone Fund, also known as its intrinsic value, is the underlying worth of Stone Harbor Emerging Fund, which is reflected in its stock price. It is based on Stone Harbor's financial performance, growth prospects, management team, or industry conditions. 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, or news.
Estimating the potential upside or downside of Stone Harbor Emerging helps investors to forecast how Stone 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 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 = -0.0435
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EDF |
Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
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 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 Fund performance.
| Shares Outstanding | 16.84 M | ||||
| Price To Earning | 45.00 X | ||||
| Earnings Per Share | 0.08 X | ||||
About Stone Harbor Performance
By analyzing Stone Harbor's fundamental ratios, stakeholders can gain valuable insights into Stone Harbor's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
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.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. 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.| Stone Harbor generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Ashoka-EDF Climate Corps Nurturing climate leaders for tomorrow - Environmental Defense Fund |
- 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 Fund's leadership.
- Pay attention to analyst opinions and ratings of Stone Harbor's 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 Fund
Stone Harbor financial ratios help investors to determine whether Stone 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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