Virtus Stone Harbor Emerging Mkts Debt (SHMDX) Alternatives
Virtus Stone Harbor Emerging Mkts Debt (SHMDX) 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 SHMDX. 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 SHMDX
SHMDX charges 0.73% annually. Among mutual funds in the Emerging Markets Bonds category, these options have the lowest expense ratios among SHMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Payden Emerging Markets Local Bond Fund | 0.09% | Nov 1, 2011 | SHMDX vs PYELX | |
| Voya Emerging Markets Corporate Debt Fund | 0.10% | Aug 8, 2012 | SHMDX vs IMCDX | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | 0.40% | Dec 6, 2017 | SHMDX vs VEGBX | |
| SEI Institutional Investments Trust Emerging Marke... | 0.41% | Dec 4, 2005 | SHMDX vs SEDAX | |
| GMO Emerging Country Debt Fund Class VI | 0.51% | Apr 19, 1994 | SHMDX vs GMOQX |
Best Risk-Adjusted Alternatives to SHMDX
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 | SHMDX vs AGEYX | |
| DoubleLine Low Duration Emerging Markets Fixed Inc... | 98 | Apr 6, 2014 | SHMDX vs DBLLX | |
| American Beacon Frontier Markets Income Fund | 98 | Feb 24, 2014 | SHMDX vs AGEPX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 98 | Sep 3, 2015 | SHMDX vs EIDOX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 98 | Feb 3, 2013 | SHMDX vs EELDX |
Top Performing SHMDX Alternatives (YTD)
SHMDX 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 | SHMDX vs GMCDX | |
| GMO Emerging Country Debt Fund Class VI | 2.00% | Apr 19, 1994 | SHMDX vs GMOQX | |
| American Beacon Developing World Income Fund Class... | 1.59% | Feb 25, 2014 | SHMDX vs AGEYX | |
| American Beacon Frontier Markets Income Fund | 1.56% | Feb 24, 2014 | SHMDX vs AGEPX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 1.43% | Sep 3, 2015 | SHMDX vs EIDOX |
Lowest Volatility Alternatives to SHMDX
SHMDX 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 | SHMDX vs DBLLX | |
| Amana Participation Fund | 2.08% | Sep 27, 2015 | SHMDX vs AMAPX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | 2.59% | Apr 6, 2010 | SHMDX vs DLENX | |
| Payden Emerging Markets Corporate Bond Fund | 2.59% | Nov 10, 2013 | SHMDX vs PYCEX | |
| DoubleLine Emerging Markets Fixed Income Fund | 2.61% | Apr 5, 2010 | SHMDX vs DBLEX |
Lowest Drawdown Alternatives to SHMDX
SHMDX 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 | SHMDX vs DBLLX | |
| Amana Participation Fund | -2.51% | Sep 27, 2015 | SHMDX vs AMAPX | |
| DoubleLine Emerging Markets Fixed Income Fund | -2.77% | Apr 5, 2010 | SHMDX vs DBLEX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | -2.77% | Apr 6, 2010 | SHMDX vs DLENX | |
| Payden Emerging Markets Corporate Bond Fund | -2.96% | Nov 10, 2013 | SHMDX 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 | SHMDX vs SHCDX | |
| Virtus Stone Harbor Local Markets | Emerging Markets Bonds | 81 | -3.16% | Jun 29, 2010 | SHMDX vs SHLMX |
Often Compared With SHMDX
What investors most often compare with SHMDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Range Nuclear Renaissance ETF | Energy Equities | 94 | 3.57% | Jan 23, 2024 | SHMDX vs NUKZ |
Compare SHMDX with Any Fund or Stock
Compare SHMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.