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 | |
|---|---|---|---|---|---|
| Payden Emerging Markets Local Bond Fund | 0.09% | — | Nov 2011 | SHCDX vs PYELX | |
| Voya Emerging Markets Corporate Debt Fund | 0.10% | — | Aug 2012 | SHCDX vs IMCDX | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | 0.40% | — | Dec 2017 | SHCDX vs VEGBX | |
| SEI Institutional Investments Trust Emerging Marke... | 0.41% | — | Dec 2005 | SHCDX vs SEDAX | |
| GMO Emerging Country Debt Fund Class VI | 0.51% | — | Apr 1994 | SHCDX vs GMOQX |
Best Risk-Adjusted Alternatives to SHCDX
SHCDX has a PortfoliosLab risk / return rank of 96. There are 9 mutual funds in the Emerging Markets Bonds category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Developing World Income Fund Class... | 98 | — | Feb 2014 | SHCDX vs AGEYX | |
| GMO Emerging Country Debt Fund Class VI | 98 | — | Apr 1994 | SHCDX vs GMOQX | |
| American Beacon Frontier Markets Income Fund | 98 | — | Feb 2014 | SHCDX vs AGEPX | |
| GMO Emerging Country Debt Fund | 98 | — | Apr 1994 | SHCDX vs GMCDX | |
| Franklin Emerging Market Debt Opportunities Fund | 98 | — | May 2006 | SHCDX vs FEMDX |
Top Performing SHCDX Alternatives (YTD)
SHCDX is at 3.29% YTD. There are 32 mutual funds in the Emerging Markets Bonds category with higher YTD returns, going as high as 19.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Stone Harbor Emerging Markets Income Fund | 19.48% | — | Dec 2010 | SHCDX vs EDF | |
| GMO Emerging Country Debt Fund Class VI | 9.35% | — | Apr 1994 | SHCDX vs GMOQX | |
| GMO Emerging Country Debt Fund | 9.32% | — | Apr 1994 | SHCDX vs GMCDX | |
| Franklin Emerging Market Debt Opportunities Fund | 8.24% | — | May 2006 | SHCDX vs FEMDX | |
| Morgan Stanley Emerging Markets Domestic Fund | 7.76% | — | Apr 2007 | SHCDX vs EDD |
Lowest Volatility Alternatives to SHCDX
SHCDX has 2.05% 1-year volatility. There are 3 mutual funds in the Emerging Markets Bonds category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Low Duration Emerging Markets Fixed Inc... | 1.16% | — | Apr 2014 | SHCDX vs DBLLX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | 1.93% | — | Apr 2010 | SHCDX vs DLENX | |
| Payden Emerging Markets Corporate Bond Fund | 2.04% | — | Nov 2013 | SHCDX vs PYCEX | |
| DoubleLine Emerging Markets Fixed Income Fund | 2.09% | — | Apr 2010 | SHCDX vs DBLEX | |
| Amana Participation Fund | 2.22% | — | Sep 2015 | SHCDX vs AMAPX |
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 | |
|---|---|---|---|---|---|
| DoubleLine Low Duration Emerging Markets Fixed Inc... | -0.92% | — | Apr 2014 | SHCDX vs DBLLX | |
| DoubleLine Emerging Markets Fixed Income Fund | -1.81% | — | Apr 2010 | SHCDX vs DBLEX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | -1.83% | — | Apr 2010 | SHCDX vs DLENX | |
| Payden Emerging Markets Corporate Bond Fund | -2.37% | — | Nov 2013 | SHCDX vs PYCEX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Virtus Stone Harbor Emerging Mkts Debt | Emerging Markets Bonds | 92 | 4.39% | — | Aug 2007 | SHCDX vs SHMDX | |
| Virtus Stone Harbor Local Markets | Emerging Markets Bonds | 26 | 1.05% | — | Jun 2010 | SHCDX vs SHLMX |
Often Compared With SHCDX
Investors most often compare SHCDX with NUKZ, VOO, DOW. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SHCDX with Any Fund or Stock
Compare SHCDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore SHCDX Diversifiers