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Stone Harbor IF EmMkts LclCcyDbt I $ Acc (0P0000Z5FA)

Other OTC - Other OTC Delayed price. Currency in USD
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124.91+0.47 (+0.38%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.19%
5-year average return0.30%
Number of years up8
Number of years down8
Best 1-yr total return (15 May 2024)29.62%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return29.62%
Worst 3-yr total return-11.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Z5FACategory
YTD-5.54%0.00%
1-month-2.37%0.00%
3-month-4.11%0.00%
1-year2.09%0.00%
3-year-2.97%0.00%
5-year-0.44%0.00%
10-year-1.50%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Z5FACategory
2024
N/AN/A
2023
13.38%N/A
2022
-11.48%N/A
2021
-8.48%N/A
2020
2.53%N/A
2019
13.26%N/A
2018
-10.09%N/A
2017
14.71%N/A
2016
9.49%N/A
2015
-15.24%N/A
2014
-8.33%N/A
2013
-12.23%N/A
2012
14.51%N/A
2011
-0.90%N/A
2010
18.75%N/A
2009
29.62%N/A
2008
-9.99%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.24%N/AN/AN/A
20233.73%3.11%-2.91%9.18%
2022-7.42%-8.32%-3.03%7.56%
2021-7.11%4.07%-3.02%-2.38%
2020-16.55%10.70%0.66%10.27%
20193.12%5.86%-1.51%5.34%
20184.86%-12.27%-3.56%1.34%
20176.89%3.10%3.73%0.35%
201611.32%2.47%2.32%-6.20%
2015-3.25%-0.58%-11.79%-0.10%
20142.11%3.65%-6.08%-7.77%
2013-0.31%-8.21%-0.99%-3.12%
20128.01%-1.75%4.74%3.03%
20111.60%4.55%-8.17%1.60%
20106.77%-0.66%11.51%0.41%
2009-1.11%16.66%8.85%3.22%
20083.32%-0.08%-5.16%-8.07%

Rank in category (by total return)

YTD89
1-month58
3-month94
1-year48
3-year64
5-year64

Load adjusted returns

1-year-3.94%
3-year-4.92%
5-year-1.65%
10-year-2.10%