STONE Three Year Return

SHCDX
 Fund
  

USD 7.58  0.02  0.26%   

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 Three Year Return Analysis

STONE HARBOR's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current STONE HARBOR Three Year Return

    
  1.17 %  
Most of STONE HARBOR's fundamental indicators, such as Three 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 Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition

STONE HARBOR Three Year Return Component Assessment

Based on the latest financial disclosure, STONE HARBOR EMERGING has a Three Year Return of 1.17%. This is much higher than that of the Stone Harbor family and significantly higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.

STONE Three 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 Three 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 three 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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in STONE HARBOR without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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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 Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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.