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Virtus Stone Harbor Emerging Markets Bond Fund - I: (MF: SHCDX)

(NASDAQ Mutual Funds) As of Apr 8, 2026 07:03 PM ET

$8.05 USD

+0.05 (0.63%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.70 69
3 months 2.45 51
6 months 3.59 55
1 Year 7.72 60
3 Year 8.78 43
5 Year 3.30 23
10 Year 5.11 12

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.93
5 Year 2.92
10 Year 5.01
Since Inception 3.93

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.85 1.37 3.18 1.24
2024 2.71 1.45 4.32 -1.17
2023 2.05 1.33 0.30 5.76
2022 -7.77 -8.12 -3.17 7.55
2021 -1.08 3.74 -0.11 -0.54

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.708.937.439.71-11.751.947.7513.93-4.699.2610.41
% Total Return Rel to Index 0.081.3110.294.506.518.92-2.358.02-4.653.3110.58
% Total Return Rel to Peer -0.08-2.134.950.841.795.381.353.69-0.500.333.83
% Perf Quintile vs Peer* 3.003.000.003.002.001.002.002.004.003.002.00
% Dividends 0.070.480.490.440.410.420.490.430.440.380.48
% Yield 0.475.665.985.865.214.394.984.464.953.875.13
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.951.001.001.021.011.011.011.011.001.00

* 1 = Top 20%, 5 = Bottom 20%