SHCDX Alternatives & Similar Mutual Funds

Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) belongs to the Emerging Markets Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SHCDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SHCDX

SHCDX charges 1.02% annually. There are 55 mutual funds in the Emerging Markets Bonds category with lower expense ratios, going as low as 0.09%.

Symbol	Name	Expense Ratio	AUM	Inception
PYELX	Payden Emerging Markets Local Bond Fund	0.09%	—	Nov 2011	SHCDX vs PYELX
IMCDX	Voya Emerging Markets Corporate Debt Fund	0.10%	—	Aug 2012	SHCDX vs IMCDX
VEGBX	Vanguard Emerging Markets Bond Fund Admiral Shares	0.35%	—	Dec 2017	SHCDX vs VEGBX
SEDAX	SEI Institutional Investments Trust Emerging Marke...	0.41%	—	Dec 2005	SHCDX vs SEDAX
VEMBX	Vanguard Emerging Markets Bond Fund Investor Share...	0.50%	5.90B	Mar 2016	SHCDX vs VEMBX

Best Risk-Adjusted Alternatives to SHCDX

SHCDX has a PortfoliosLab risk / return rank of 94. There are 9 mutual funds in the Emerging Markets Bonds category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
AGEYX	American Beacon Developing World Income Fund Class...	99	—	Feb 2014	SHCDX vs AGEYX
AGEPX	American Beacon Frontier Markets Income Fund	98	—	Feb 2014	SHCDX vs AGEPX
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	98	—	Sep 2015	SHCDX vs EIDOX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	98	—	Feb 2013	SHCDX vs EELDX
FEMDX	Franklin Emerging Market Debt Opportunities Fund	98	—	May 2006	SHCDX vs FEMDX

Top Performing SHCDX Alternatives (YTD)

SHCDX is at 2.96% YTD. There are 21 mutual funds in the Emerging Markets Bonds category with higher YTD returns, going as high as 15.39%.

Symbol	Name	YTD Return	AUM	Inception
EDD	Morgan Stanley Emerging Markets Domestic Fund	15.39%	—	Apr 2007	SHCDX vs EDD
EDF	Virtus Stone Harbor Emerging Markets Income Fund	13.59%	—	Dec 2010	SHCDX vs EDF
FEMDX	Franklin Emerging Market Debt Opportunities Fund	8.80%	—	May 2006	SHCDX vs FEMDX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	8.57%	—	Feb 2013	SHCDX vs EELDX
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	8.53%	—	Sep 2015	SHCDX vs EIDOX

Lowest Volatility Alternatives to SHCDX

SHCDX has 2.05% 1-year volatility. There are 2 mutual funds in the Emerging Markets Bonds category with lower 1-year volatility, going as low as 1.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
DBLLX	DoubleLine Low Duration Emerging Markets Fixed Inc...	1.24%	—	Apr 2014	SHCDX vs DBLLX
DLENX	DoubleLine Emerging Markets Fixed Income Fund Clas...	2.03%	—	Apr 2010	SHCDX vs DLENX
PYCEX	Payden Emerging Markets Corporate Bond Fund	2.05%	—	Nov 2013	SHCDX vs PYCEX
DBLEX	DoubleLine Emerging Markets Fixed Income Fund	2.17%	—	Apr 2010	SHCDX vs DBLEX
DEDIX	Delaware Emerging Markets Debt Corporate Fund	2.21%	—	Sep 2013	SHCDX vs DEDIX

Lowest Drawdown Alternatives to SHCDX

SHCDX has a 1-year max drawdown of -1.90%. There are 3 mutual funds in the Emerging Markets Bonds category with shallower 1-year drawdowns, going as shallow as -0.92%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DBLLX	DoubleLine Low Duration Emerging Markets Fixed Inc...	-0.92%	—	Apr 2014	SHCDX vs DBLLX
DBLEX	DoubleLine Emerging Markets Fixed Income Fund	-1.81%	—	Apr 2010	SHCDX vs DBLEX
DLENX	DoubleLine Emerging Markets Fixed Income Fund Clas...	-1.83%	—	Apr 2010	SHCDX vs DLENX
PYCEX	Payden Emerging Markets Corporate Bond Fund	-2.37%	—	Nov 2013	SHCDX vs PYCEX
DEDIX	Delaware Emerging Markets Debt Corporate Fund	-2.46%	—	Sep 2013	SHCDX vs DEDIX

Other Mutual Funds from Stone Harbor

The 2 most viewed Stone Harbor mutual funds shown here include SHMDX, SHLMX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SHMDX	Virtus Stone Harbor Emerging Mkts Debt	Emerging Markets Bonds	86	3.05%	—	Aug 2007	SHCDX vs SHMDX
SHLMX	Virtus Stone Harbor Local Markets	Emerging Markets Bonds	39	1.75%	—	Jun 2010	SHCDX vs SHLMX

Often Compared With SHCDX

Investors most often compare SHCDX with NUKZ, VOO, YMAG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NUKZ	Range Nuclear Renaissance ETF	Energy Equities	21	2.82%	832.38M	Jan 2024	SHCDX vs NUKZ
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	SHCDX vs VOO
YMAG	YieldMax Magnificent 7 Fund of Option Income ETFs	Derivative Income	36	2.13%	285.67M	Jan 2024	SHCDX vs YMAG
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	SHCDX vs SPY
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	92	13.79%	42.77B	Jun 2014	SHCDX vs DGRO
DOW	Dow Inc.		73	30.67%	—	—	SHCDX vs DOW
JMKIX	John Hancock Funds Emerging Markets Debt Fund	Emerging Markets Bonds	67	1.84%	—	Dec 2009	SHCDX vs JMKIX
FSEDX	Fidelity Series Emerging Markets Debt Local Curren...	Emerging Markets Bonds	45	2.01%	—	Jan 2021	SHCDX vs FSEDX
GMOQX	GMO Emerging Country Debt Fund Class VI	Emerging Markets Bonds	98	8.28%	—	Apr 1994	SHCDX vs GMOQX
FGWMX	Fidelity Advisor New Markets Income Fund Class M	Emerging Markets Bonds	86	2.51%	—	Dec 2018	SHCDX vs FGWMX
SITEX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Bonds	79	3.52%	—	Jun 1997	SHCDX vs SITEX
AMAPX	Amana Participation Fund	Emerging Markets Bonds	33	-0.22%	—	Sep 2015	SHCDX vs AMAPX
EADOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.35%	—	Sep 2015	SHCDX vs EADOX
GMCDX	GMO Emerging Country Debt Fund	Emerging Markets Bonds	98	8.26%	—	Apr 1994	SHCDX vs GMCDX
PLMIX	PIMCO Emerging Markets Currency and Short-Term Inv...	Emerging Markets Bonds	76	4.94%	—	May 2005	SHCDX vs PLMIX
TEI	Templeton Emerging Markets Income Fund	Emerging Markets Bonds	63	9.10%	—	—	SHCDX vs TEI
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	76	4.98%	—	Jun 2007	SHCDX vs EEIAX
ELBIX	Ashmore Emerging Markets Local Currency Bond Fund	Emerging Markets Bonds	—	—	—	Dec 2010	SHCDX vs ELBIX
APFOX	Artisan Emerging Markets Debt Opportunities Fund	Emerging Markets Bonds	98	6.99%	—	Apr 2022	SHCDX vs APFOX
EMCIX	Ashmore Emerging Markets Corporate Income Fund	Emerging Markets Bonds	47	2.88%	—	Dec 2010	SHCDX vs EMCIX

Compare SHCDX with Any Fund or Stock

Compare SHCDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SHCDX with funds that move differently

Virtus Stone Harbor Emerg Mkts Corp Dbt alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHCDX.

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Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) Alternatives