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SHMDX: STONE HARBOR EMERGING MARKETS DEBT FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 8.04 0(0.0%) June 05
| Asset Class: | Emerging Markets Bond |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 09/13/2007 |
| Last Dividend Date: | 04/16/2026 |
| 12-Mo. Yield | 6.20% |
| Expenses | 1.01% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/13/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 3.4 | 14.9 | 13.4 | 3.3 | 4.4 | 4.2 | 4.1 | 15.2 | 8.9 | 14.6 | -19.6 | -2.5 | 7.0 | 15.2 | -7.9 | 11.6 | 14.1 | -0.9 | 2.9 | -8.8 | 17.0 | 5.7 | 11.0 | 31.0 | -25.2 | 0.8 |
| Sharpe Ratio | NA | 0.8 | 2.68 | 1.9 | 0.11 | 0.35 | NA | 0.39 | 2.5 | 1.07 | 1.6 | -1.8 | -0.61 | 0.44 | 2.99 | -1.4 | 3.08 | 2.21 | -0.16 | 0.49 | -1.33 | 4.34 | 1.0 | 1.96 | 3.9 | -1.49 | 0.02 |
| Draw Down(%) | NA | 4.3 | 4.3 | 6.2 | 32.0 | 32.0 | NA | 37.5 | 5.3 | 2.9 | 6.2 | 29.3 | 5.3 | 26.2 | 2.8 | 10.7 | 2.2 | 5.9 | 8.0 | 10.9 | 12.8 | 3.8 | 7.8 | 5.0 | 4.3 | 35.8 | 3.6 |
| Standard Deviation(%) | NA | 5.9 | 4.6 | 5.5 | 7.2 | 7.8 | NA | 8.0 | 4.9 | 5.0 | 6.9 | 11.7 | 4.2 | 15.2 | 4.6 | 6.6 | 3.6 | 6.3 | 5.8 | 5.8 | 6.6 | 3.9 | 5.7 | 5.6 | 7.9 | 17.6 | 7.4 |
| Treynor Ratio | NA | 0.06 | 0.16 | 0.15 | 0.01 | 0.04 | NA | 0.05 | 0.21 | 0.07 | 0.17 | -0.33 | -0.05 | 0.04 | 0.49 | -0.29 | 0.36 | 0.29 | -0.07 | 0.32 | -0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.05 | 0.04 | 0.01 | 0.01 | NA | 0.01 | 0.05 | 0.02 | 0.03 | -0.05 | -0.01 | 0.0 | 0.04 | -0.04 | 0.04 | 0.04 | 0.0 | 0.01 | -0.03 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.86 | 0.76 | 0.71 | 0.66 | 0.74 | NA | 0.67 | 0.58 | 0.72 | 0.65 | 0.64 | 0.51 | 1.57 | 0.28 | 0.33 | 0.3 | 0.48 | 0.14 | 0.09 | 0.84 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.41 | 0.31 | 0.27 | 0.2 | 0.15 | NA | 0.07 | 0.15 | 0.31 | 0.28 | 0.14 | 0.15 | 0.23 | 0.03 | 0.01 | 0.04 | 0.06 | 0.01 | 0.0 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.0 | 6.2 | 8.1 | 5.6 | 5.6 | 5.2 | N/A | 6.7 | 6.9 | 8.5 | 7.8 | 4.4 | 5.3 | 6.0 | 5.9 | 6.4 | 7.2 | 6.2 | 5.1 | 4.5 | 6.0 | 6.6 | 5.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -67.8 | -7.1 | 12.1 | -5.8 | N/A | N/A | N/A | -0.4 | -15.1 | -20.1 | 62.4 | -15.1 | -3.6 | -11.9 | -4.0 | -4.4 | 7.9 | 20.0 | -1.7 | -18.7 | -10.0 | 33.2 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/13/2007
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Best Closed End Funds
- EDD (Morgan Stanley Emerging Markets Domestic Debt Closed Fund) 0.73% (100%)
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