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EDF: Stone Harbor Emerging Markets Income Fund (CEF)
Basic Info 5.33 0.02(0.37%) June 05
| Asset Class: | Emerging Markets Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/23/2010 |
| Last Dividend Date: | 05/11/2026 |
| 12-Mo. Yield | 14.55% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/23/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 13.7 | 22.6 | 25.9 | 4.9 | 4.9 | 3.3 | 3.4 | 22.2 | 25.5 | 21.6 | -28.0 | -8.4 | -31.1 | 45.1 | -18.2 | 24.3 | 42.5 | -9.8 | -5.0 | -18.3 | 29.7 | -9.3 | -0.0 |
| Sharpe Ratio | NA | 1.9 | 1.39 | 1.05 | 0.09 | 0.1 | NA | 0.08 | 1.07 | 0.96 | 0.56 | -0.9 | -0.42 | -0.44 | 2.33 | -0.93 | 1.62 | 1.89 | -0.52 | -0.26 | -1.06 | 2.06 | -0.47 | NA |
| Draw Down(%) | NA | 9.4 | 9.4 | 24.3 | 52.5 | 64.2 | NA | 64.2 | 17.7 | 13.7 | 26.5 | 43.9 | 22.9 | 63.8 | 10.1 | 28.4 | 12.5 | 17.6 | 28.2 | 28.2 | 26.4 | 8.8 | 13.7 | NA |
| Standard Deviation(%) | NA | 17.1 | 14.3 | 21.6 | 25.7 | 31.4 | NA | 27.6 | 18.1 | 22.9 | 32.6 | 32.7 | 20.0 | 71.4 | 18.8 | 21.2 | 14.6 | 22.4 | 18.9 | 19.2 | 17.3 | 14.5 | 19.7 | NA |
| Treynor Ratio | NA | 0.25 | 0.16 | 0.23 | 0.03 | 0.02 | NA | 0.02 | 0.17 | 0.23 | 1.86 | -0.26 | -0.15 | -0.04 | -0.86 | 0.25 | 0.46 | 0.39 | -0.37 | 0.15 | -0.12 | 0.0 | 0.0 | NA |
| Alpha | NA | 0.12 | 0.08 | 0.08 | 0.03 | 0.03 | NA | 0.02 | 0.08 | 0.09 | 0.08 | -0.05 | -0.02 | -0.17 | 0.16 | -0.07 | 0.08 | 0.13 | -0.04 | 0.0 | -0.07 | NA | NA | NA |
| Beta | NA | 1.29 | 1.22 | 1.0 | 0.79 | 1.52 | NA | 1.37 | 1.11 | 0.97 | 0.1 | 1.13 | 0.55 | 7.1 | -0.51 | -0.79 | 0.52 | 1.07 | 0.27 | -0.33 | 1.49 | NA | NA | NA |
| RSquared | NA | 0.11 | 0.09 | 0.03 | 0.02 | 0.04 | NA | 0.03 | 0.04 | 0.03 | 0.0 | 0.06 | 0.01 | 0.22 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.05 | 0.0 | 0.0 | NA |
| Yield(%) | N/A | 6.0 | 14.4 | 17.3 | 8.5 | 9.3 | 6.4 | N/A | 15.0 | 16.7 | 16.7 | 10.7 | 10.8 | 9.6 | 19.3 | 13.4 | 14.6 | 17.8 | 13.9 | 11.6 | 8.6 | 10.0 | 7.9 | 0.0 |
| Dividend Growth(%) | N/A | -58.3 | 0.0 | -11.5 | -61.4 | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | -16.3 | -35.3 | -38.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/23/2010
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Best Closed End Funds
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- EDF (Stone Harbor Emerging Markets Income Fund) 0.37% (97%)
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