Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHERX (Stone Harbor 500 Plus Fund Inst Cl) | NA | 9.59% | 10.52% | NA | NA | NA | NA | … | … |
Data as of 02/12/2020, Common starting date is 01/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHERX (Stone Harbor 500 Plus Fund Inst Cl) | 01/20/2017 | 02/12/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.59 | 10.52 | NA | NA | NA | NA | … | … | 0.00 | 6.98 | -12.68 | 21.05 |
| Sharpe Ratio | NA | -0.22 | 0.39 | NA | NA | NA | NA | … | … | 0.00 | 0.34 | -0.69 | 3.41 |
| Standard Deviation(%) | NA | 15.59 | 14.24 | NA | NA | NA | NA | … | … | NA | 16.66 | 20.38 | 6.39 |
| Draw Down(%) | NA | 12.38 | 19.28 | NA | NA | NA | NA | … | … | 0.00 | 12.38 | 26.37 | 2.27 |
| Yield(%) | 0.00 | 12.00 | 11.86 | 7.32 | 3.66 | 2.44 | 1.83 | … | … | 0.00 | 13.11 | 8.05 | 16.07 |
Data as of 02/12/2020, Common starting date is 01/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHERX (Stone Harbor 500 Plus Fund Inst Cl) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHERX (Stone Harbor 500 Plus Fund Inst Cl) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart