Stone Fundamentals

SHCDX
 Fund
  

USD 7.41  0.06  0.80%   

Stone Harbor Emerging fundamentals help investors to digest information that contributes to Stone Harbor's financial success or failures. It also enables traders to predict the movement of Stone Mutual Fund. The fundamental analysis module provides a way to measure Stone Harbor's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Stone Harbor mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Stone One Year Return Analysis

Stone Harbor's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Stone Harbor One Year Return

    
  (2.83) %  
Most of Stone Harbor's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Stone Harbor Emerging is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

Stone Harbor One Year Return Component Assessment

Based on the recorded statements, Stone Harbor Emerging has an One Year Return of -2.83%. This is much lower than that of the Stone Harbor family and significantly lower than that of the Family category. The one year return for all United States funds is notably higher than that of the company.

Stone Harbor Emerging Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Stone Harbor's current stock value. Our valuation model uses many indicators to compare Stone Harbor value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stone Harbor competition to find correlations between indicators driving Stone Harbor's intrinsic value. More Info.
Stone Harbor Emerging is rated below average in cash position weight among similar funds. It is rated top fund in bond positions weight among similar funds creating about  22.22  of Bond Positions Weight per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Stone Harbor by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Stone Harbor's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Stone Harbor's earnings, one of the primary drivers of an investment's value.

Stone Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Stone Harbor's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Stone Harbor could also be used in its relative valuation, which is a method of valuing Stone Harbor by comparing valuation metrics of similar companies.
Stone Harbor is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Stone Harbor

The fund consists of 93.33% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.
   Value   
       Instrument Type  

Stone Fundamentals

About Stone Harbor Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Stone Harbor Emerging's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Stone Harbor using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Stone Harbor Emerging based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks to maximize total return, which consists of income on its investments and capital appreciation. Stone Harbor is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Stone Harbor in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Stone Harbor's short interest history, or implied volatility extrapolated from Stone Harbor options trading.

Currently Active Assets on Macroaxis

Additionally, take a look at Stone Harbor Piotroski F Score and Stone Harbor Altman Z Score analysis. Note that the Stone Harbor Emerging information on this page should be used as a complementary analysis to other Stone Harbor's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Complementary Tools for Stone Mutual Fund analysis

When running Stone Harbor Emerging price analysis, check to measure Stone Harbor's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stone Harbor is operating at the current time. Most of Stone Harbor's value examination focuses on studying past and present price action to predict the probability of Stone Harbor's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Stone Harbor's price. Additionally, you may evaluate how the addition of Stone Harbor to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Stone Harbor's value and its price as these two are different measures arrived at by different means. Investors typically determine Stone Harbor value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stone Harbor's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.