PortfoliosLab logoPortfoliosLab logo
ISIN
US92790A8018
Issuer
Virtus
Inception Date
Dec 12, 2022
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$27M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

VEMY Performance Chart

Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) is up 6.4% since the beginning of the year. VEMY is currently trading at $29 per share.


Loading charts...

S&P 500 Index

Returns By Period

Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) has returned 6.35% so far this year and 18.03% over the past 12 months.


Virtus Stone Harbor Emerging Markets High Yield Bond ETF

1D
-0.32%
1M
1.75%
YTD
6.35%
6M
6.48%
1Y
18.03%
3Y*
15.11%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEMY Monthly Returns History

Based on dividend-adjusted daily data since Dec 13, 2022, VEMY's average daily return is +0.05%, while the average monthly return is +1.07%. At this rate, an investment would double in approximately 5.4 years.

Historically, 65% of months were positive and 35% were negative. The best month was Jan 2023 with a return of +5.5%, while the worst month was Feb 2023 at -3.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, VEMY closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +2.8%, while the worst single day was Apr 10, 2025 at -3.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.50%0.87%-2.55%3.64%1.20%0.65%6.35%
20252.22%1.75%-1.20%-2.12%2.15%2.62%2.32%1.69%0.46%2.60%0.56%1.37%15.27%
20240.20%2.09%2.44%-0.84%2.46%-0.70%2.61%2.24%2.19%-0.65%1.92%-1.12%13.48%
20235.51%-3.39%-0.29%-0.11%-0.50%4.05%2.70%-1.21%-0.94%-0.56%4.92%3.85%14.45%
2022-1.43%-1.43%

Benchmark Metrics

Virtus Stone Harbor Emerging Markets High Yield Bond ETF has an annualized alpha of 7.35%, beta of 0.32, and R2 of 0.40 versus S&P 500 Index. Calculated based on daily prices since December 13, 2022.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (50.29%) than losses (33.01%) - typical of diversified or defensive assets.
  • Beta of 0.32 may look defensive, but with R2 of 0.40 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.40 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
7.35%
Beta
0.32
0.40
Upside Capture
50.29%
Downside Capture
33.01%

Expense Ratio

VEMY has an expense ratio of 0.58%, placing it in the medium range.


Return for Risk

Risk / Return Rank

VEMY ranks 91 for risk / return — in the top 91% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


VEMY Risk / Return Rank: 9191
Overall Rank
VEMY Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VEMY Sortino Ratio Rank: 9494
Sortino Ratio Rank
VEMY Omega Ratio Rank: 9393
Omega Ratio Rank
VEMY Calmar Ratio Rank: 8585
Calmar Ratio Rank
VEMY Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VEMYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.95

Sortino ratioReturn per unit of downside risk

+1.83

Omega ratioGain probability vs. loss probability

1.61

1.37

+0.24

Calmar ratioReturn relative to maximum drawdown

4.52

2.78

+1.74

Martin ratioReturn relative to average drawdown

21.44

12.44

+9.00

Dividends

Dividend History

Virtus Stone Harbor Emerging Markets High Yield Bond ETF provided a 8.21% dividend yield over the last twelve months, with an annual payout of $2.36 per share.


9.00%9.50%10.00%$0.00$0.50$1.00$1.50$2.00$2.50202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$2.36$2.48$2.72$2.47

Dividend yield

8.21%8.89%10.28%9.55%

Monthly Dividends

The table displays the monthly dividend distributions for Virtus Stone Harbor Emerging Markets High Yield Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.12$0.13$0.16$0.15$0.13$0.13$0.81
2025$0.10$0.17$0.15$0.17$0.17$0.18$0.16$0.17$0.17$0.16$0.18$0.71$2.48
2024$0.18$0.13$0.13$0.17$0.16$0.18$0.17$0.18$0.20$0.16$0.17$0.90$2.72
2023$0.25$0.23$0.18$0.22$0.23$0.21$0.21$0.19$0.19$0.19$0.15$0.23$2.47

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Virtus Stone Harbor Emerging Markets High Yield Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Virtus Stone Harbor Emerging Markets High Yield Bond ETF was 8.77%, occurring on Mar 20, 2023. Recovery took 90 trading sessions.

The current Virtus Stone Harbor Emerging Markets High Yield Bond ETF drawdown is 0.41%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 pullback2023
-8.77%Mar 2023
1mo 15d4mo 10d
5mo 25dFeb 2023 - Jul 2023
2025 selloff2025
-6.57%Apr 2025
1mo 8d2mo 2d
3mo 10dMar 2025 - Jun 2025
2023 pullback2023
-4.39%Oct 2023
2mo 19d26d
3mo 15dAug 2023 - Nov 2023
2026 pullback2026
-4.00%Mar 2026
1mo 9d14d
1mo 23dFeb 2026 - Apr 2026
2024 pullback2024
-3.01%Apr 2024
6d29d
1mo 5dApr 2024 - May 2024

Drawdown Indicators


VEMYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-8.77%

-56.78%

+48.01%

Max Drawdown (1Y)

Largest decline over 1 year

-4.00%

-9.10%

+5.10%

Max Drawdown (3Y)

Largest decline over 3 years

-6.57%

-18.90%

+12.33%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.41%

-1.80%

+1.39%

Average Drawdown

Average peak-to-trough decline

-1.29%

-10.71%

+9.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.84%

2.03%

-1.19%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with VEMY

Add Virtus Stone Harbor Emerging Markets High Yield Bond ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with VEMY