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Virtus Stone Harbor Local Markets I (SHLMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.13-0.02 (-0.25%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.10%
5-year average return-0.20%
Number of years up6
Number of years down7
Best 1-yr total return (7 May 2024)15.36%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return15.36%
Worst 3-yr total return-12.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHLMXCategory
YTD-5.01%-3.36%
1-month-2.57%-1.08%
3-month-3.39%2.77%
1-year1.79%6.51%
3-year-3.21%3.18%
5-year-0.74%2.52%
10-year-1.63%0.19%
Last bull market7.07%10.00%
Last bear market-8.29%-10.40%

Annual total return (%) history

Year
SHLMXCategory
2024
N/AN/A
2023
12.02%N/A
2022
-11.67%N/A
2021
-8.23%N/A
2020
1.87%3.43%
2019
13.08%11.40%
2018
-9.84%-6.83%
2017
15.36%13.55%
2016
8.95%8.40%
2015
-15.19%-14.75%
2014
-8.55%-6.02%
2013
-12.56%-9.89%
2012
13.98%17.27%
2011
-1.46%-3.10%
2010
N/A14.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.50%N/AN/AN/A
20233.47%3.23%-4.25%9.53%
2022-7.55%-8.29%-2.92%7.31%
2021-6.82%4.18%-3.23%-2.30%
2020-16.98%11.02%0.36%10.13%
20192.86%5.93%-1.37%5.22%
20185.20%-12.63%-3.25%1.39%
20177.84%2.93%3.64%0.28%
201610.47%2.87%2.42%-6.39%
2015-3.15%-0.60%-11.77%-0.14%
20142.11%3.72%-6.27%-7.87%
2013-0.45%-8.04%-1.08%-3.44%
20127.99%-1.91%4.45%3.03%
20111.41%4.52%-8.76%1.89%
201010.33%0.16%N/AN/A

Rank in category (by total return)

YTD77
1-month69
3-month81
1-year49
3-year83
5-year70

Load adjusted returns

1-year1.79%
3-year-3.21%
5-year-0.74%
10-year-1.63%