Virtus Stone Harbor Local Markets (SHLMX) Alternatives
Virtus Stone Harbor Local Markets (SHLMX) 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 SHLMX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SHLMX
SHLMX charges 1.01% annually. Among mutual funds in the Emerging Markets Bonds category, these options have the lowest expense ratios among SHLMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Payden Emerging Markets Local Bond Fund | 0.09% | Nov 1, 2011 | SHLMX vs PYELX | |
| Voya Emerging Markets Corporate Debt Fund | 0.10% | Aug 8, 2012 | SHLMX vs IMCDX | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | 0.40% | Dec 6, 2017 | SHLMX vs VEGBX | |
| SEI Institutional Investments Trust Emerging Marke... | 0.41% | Dec 4, 2005 | SHLMX vs SEDAX | |
| GMO Emerging Country Debt Fund Class VI | 0.51% | Apr 19, 1994 | SHLMX vs GMOQX |
Best Risk-Adjusted Alternatives to SHLMX
Among mutual funds in the Emerging Markets Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| American Beacon Developing World Income Fund Class... | 98 | Feb 25, 2014 | SHLMX vs AGEYX | |
| DoubleLine Low Duration Emerging Markets Fixed Inc... | 98 | Apr 6, 2014 | SHLMX vs DBLLX | |
| American Beacon Frontier Markets Income Fund | 98 | Feb 24, 2014 | SHLMX vs AGEPX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 98 | Sep 3, 2015 | SHLMX vs EIDOX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 98 | Feb 3, 2013 | SHLMX vs EELDX |
Top Performing SHLMX Alternatives (YTD)
SHLMX alternatives from the Emerging Markets Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GMO Emerging Country Debt Fund | 2.00% | Apr 18, 1994 | SHLMX vs GMCDX | |
| GMO Emerging Country Debt Fund Class VI | 2.00% | Apr 19, 1994 | SHLMX vs GMOQX | |
| American Beacon Developing World Income Fund Class... | 1.59% | Feb 25, 2014 | SHLMX vs AGEYX | |
| American Beacon Frontier Markets Income Fund | 1.56% | Feb 24, 2014 | SHLMX vs AGEPX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 1.43% | Sep 3, 2015 | SHLMX vs EIDOX |
Lowest Volatility Alternatives to SHLMX
SHLMX alternatives from the Emerging Markets Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DoubleLine Low Duration Emerging Markets Fixed Inc... | 1.43% | Apr 6, 2014 | SHLMX vs DBLLX | |
| Amana Participation Fund | 2.08% | Sep 27, 2015 | SHLMX vs AMAPX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | 2.59% | Apr 6, 2010 | SHLMX vs DLENX | |
| Payden Emerging Markets Corporate Bond Fund | 2.59% | Nov 10, 2013 | SHLMX vs PYCEX | |
| DoubleLine Emerging Markets Fixed Income Fund | 2.61% | Apr 5, 2010 | SHLMX vs DBLEX |
Lowest Drawdown Alternatives to SHLMX
SHLMX alternatives from the Emerging Markets Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DoubleLine Low Duration Emerging Markets Fixed Inc... | -1.35% | Apr 6, 2014 | SHLMX vs DBLLX | |
| Amana Participation Fund | -2.51% | Sep 27, 2015 | SHLMX vs AMAPX | |
| DoubleLine Emerging Markets Fixed Income Fund | -2.77% | Apr 5, 2010 | SHLMX vs DBLEX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | -2.77% | Apr 6, 2010 | SHLMX vs DLENX | |
| Payden Emerging Markets Corporate Bond Fund | -2.96% | Nov 10, 2013 | SHLMX vs PYCEX |
Other Mutual Funds from Stone Harbor
Most popular Stone Harbor mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Stone Harbor Emerg Mkts Corp Dbt | Emerging Markets Bonds | 84 | -0.10% | May 31, 2011 | SHLMX vs SHCDX | |
| Virtus Stone Harbor Emerging Mkts Debt | Emerging Markets Bonds | 91 | -1.45% | Aug 15, 2007 | SHLMX vs SHMDX |
Compare SHLMX with Any Fund or Stock
Compare SHLMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.