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Virtus Stone Harbor Emerging Mkts Bond I (SHCDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.89+0.02 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.55%
5-year average return3.13%
Number of years up9
Number of years down3
Best 1-yr total return (2 June 2024)16.24%
Worst 1-yr total return (2 June 2024)N/A
Best 3-yr total return16.24%
Worst 3-yr total return-1.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHCDXCategory
YTD1.78%-0.13%
1-month-1.03%0.40%
3-month1.22%3.23%
1-year8.84%9.26%
3-year0.12%5.92%
5-year2.91%4.76%
10-year3.68%4.29%
Last bull market10.30%11.92%
Last bear market-8.12%-4.79%

Annual total return (%) history

Year
SHCDXCategory
2024
N/AN/A
2023
9.71%N/A
2022
-11.76%N/A
2021
1.95%N/A
2020
7.75%5.09%
2019
13.93%12.59%
2018
-4.69%-4.93%
2017
9.28%10.25%
2016
10.46%10.51%
2015
0.17%-5.98%
2014
4.29%-0.80%
2013
-1.89%-7.27%
2012
16.24%17.95%
2011
N/A1.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.84%N/AN/AN/A
20232.06%1.33%0.30%5.76%
2022-7.78%-8.12%-3.18%7.56%
2021-1.09%3.75%-0.11%-0.54%
2020-20.12%20.05%3.14%8.95%
20195.74%3.78%1.56%2.23%
2018-1.19%-3.54%1.41%-1.39%
20173.17%1.88%2.86%1.08%
20164.80%3.68%3.23%-1.52%
20152.27%1.55%-3.46%-0.08%
20142.60%3.66%-0.44%-1.50%
20130.73%-5.30%0.69%2.14%
20128.11%-1.28%5.13%3.60%
2011-11.84%3.04%N/AN/A

Rank in category (by total return)

YTD18
1-month24
3-month41
1-year45
3-year10
5-year11

Load adjusted returns

1-year8.84%
3-year0.12%
5-year2.91%
10-year3.68%