Performance analysis of EDF (Virtus Stone Harbor Emerging Markets Income Fund)
Annual Return
Over the past 3 years, EDF has had an average annual return of +27.54%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EDF has had an average annual return of +5.14%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, EDF has had an average annual return of +5.02%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 27, 2010, EDF has had an average annual return of +3.45%, underperforming the benchmark SPY, which returned +14.30% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.35% | +22.25% | +25.61% | +21.77% | -27.78% | -8.43% | -31.12% | +45.15% | -18.17% | +24.28% | +42.47% | -9.80% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| -4.97% | -18.31% | +29.72% | -9.26% | -0.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.84% | +3.20% | -5.19% | +10.09% | +5.02% | -0.74% | +14.35% | ||||||
| 2025 | +8.31% | +3.59% | -0.58% | -1.42% | +1.63% | +3.45% | +1.59% | +3.37% | -1.36% | +1% | -1.20% | +2.29% | +22.25% |
| 2024 | +3.20% | +11% | +13.85% | -1.84% | +6.86% | -4.04% | +2.20% | +0.30% | +0.39% | -0.59% | -1.34% | -5.21% | +25.61% |
| 2023 | +27.67% | -2.13% | -8.69% | -6.43% | -3.88% | +14.40% | +8.75% | -2.09% | -4.34% | -14.82% | +19.83% | -0.23% | +21.77% |
| 2022 | -2.11% | -6.26% | +9.97% | -10.81% | -5.35% | -17.63% | +8.41% | -3.27% | -16.86% | -0.91% | +19.75% | -0.50% | -27.78% |
| 2021 | +1.48% | +7.77% | -2.01% | -1.13% | +2.57% | +2.61% | -1.77% | +0.96% | -9.82% | -1.92% | -7.38% | +1.06% | -8.43% |
| 2020 | -5.10% | -12.04% | -32.26% | -17.17% | +21.48% | -1.28% | +1.58% | +1.53% | -7.83% | -2.51% | +20.05% | +10.22% | -31.12% |
| 2019 | +17.41% | +6.84% | -2.80% | +3.41% | -0.64% | +8.71% | +3.96% | -9.73% | +3.81% | +4.90% | -1.57% | +5.97% | +45.15% |
| 2018 | +3.35% | -0.60% | +0.73% | -5.51% | -4.73% | -4.63% | +7.64% | -2.86% | -1.54% | -4.59% | -0.23% | -6.02% | -18.17% |
| 2017 | +7.68% | +2.72% | +1.14% | +4.82% | +2.94% | -3.87% | +7.19% | +0.76% | +1.66% | +0.11% | -8.10% | +6.02% | +24.28% |
Drawdown analysis of EDF (Virtus Stone Harbor Emerging Markets Income Fund)
The maximum drawdown for the EDF was -64.14%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current EDF drawdown is -5.75%.
Since Dec 27, 2010 EDF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.14% | Jan 15, 2020 | 697 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -45.74% | Feb 20, 2013 | 734 | Jan 20, 2016 | 265 | Feb 7, 2017 | 999 |
| -28.35% | Jan 26, 2018 | 229 | Dec 24, 2018 | 113 | Jun 7, 2019 | 342 |
| -13.72% | Sep 6, 2011 | 79 | Dec 28, 2011 | 19 | Jan 26, 2012 | 98 |
| -12.49% | Oct 11, 2017 | 37 | Dec 4, 2017 | 32 | Jan 22, 2018 | 69 |
| -10.11% | Aug 1, 2019 | 21 | Aug 30, 2019 | 80 | Dec 24, 2019 | 101 |
| -8.85% | May 8, 2012 | 8 | May 18, 2012 | 50 | Jul 31, 2012 | 58 |
| -7.80% | Aug 1, 2011 | 5 | Aug 8, 2011 | 20 | Sep 6, 2011 | 25 |
| -7.09% | Jun 14, 2017 | 7 | Jun 23, 2017 | 24 | Jul 28, 2017 | 31 |
| -6.25% | Jan 13, 2011 | 47 | Mar 23, 2011 | 16 | Apr 14, 2011 | 63 |
| -4.74% | Mar 7, 2017 | 2 | Mar 9, 2017 | 4 | Mar 15, 2017 | 6 |
| -4.66% | Jul 31, 2017 | 8 | Aug 10, 2017 | 13 | Aug 29, 2017 | 21 |
| -4.54% | May 20, 2011 | 18 | Jun 16, 2011 | 27 | Jul 26, 2011 | 45 |
| -4.44% | Feb 17, 2012 | 15 | Mar 12, 2012 | 39 | May 7, 2012 | 54 |
| -3.49% | Oct 17, 2012 | 19 | Nov 15, 2012 | 2 | Nov 19, 2012 | 21 |
| -3.15% | Jul 11, 2019 | 6 | Jul 19, 2019 | 7 | Jul 30, 2019 | 13 |
| -2.76% | Aug 6, 2012 | 15 | Aug 27, 2012 | 3 | Aug 30, 2012 | 18 |
| -2.65% | Jan 24, 2013 | 8 | Feb 5, 2013 | 8 | Feb 15, 2013 | 16 |
| -2.51% | Sep 15, 2017 | 8 | Sep 27, 2017 | 4 | Oct 3, 2017 | 12 |
| -2.45% | Dec 12, 2012 | 4 | Dec 18, 2012 | 4 | Dec 24, 2012 | 8 |
| -2.07% | Sep 20, 2012 | 6 | Sep 28, 2012 | 6 | Oct 8, 2012 | 12 |
| -1.93% | May 16, 2017 | 2 | May 18, 2017 | 6 | May 26, 2017 | 8 |
| -1.62% | Sep 12, 2012 | 3 | Sep 17, 2012 | 3 | Sep 20, 2012 | 6 |
| -1.50% | May 2, 2017 | 2 | May 4, 2017 | 4 | May 10, 2017 | 6 |
| -1.49% | Apr 20, 2011 | 1 | Apr 21, 2011 | 3 | Apr 27, 2011 | 4 |