Virtus Stone Harbor Emerging Markets Income Fund (EDF) Total Return Calculator
$10,000 since Dec 2010, with and without reinvesting · data through Oct 2026
$10,000 invested in Virtus Stone Harbor Emerging Markets Income Fund (EDF) ten years ago, at the end of Oct 2016, was worth $12,269 at the end of Oct 2026 with every dividend reinvested: 2.1% a year, against $41,633 in the S&P 500. Since Dec 2010, $10,000 became $14,503 reinvested (2.4% a year), or $11,692 taking the dividends as cash, $9,940 of it paid out along the way.
EDF became
$14,503
S&P 500: $79,174
Return a year
2.4%
S&P 500: 14.0%
Payouts reinvested
$24,675
bought more shares
Worst drop
-62.0%
S&P 500: -23.9%
$10,000, Dec 2010 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | EDF total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −1.1% | $1,826 | +11.7% |
| 2025 | +22.4% | $2,017 | +17.7% |
| 2024 | +25.3% | $1,686 | +24.9% |
| 2023 | +21.9% | $1,494 | +26.2% |
| 2022 | −28.0% | $1,194 | −18.2% |
| 2021 | −8.6% | $1,271 | +28.7% |
| 2020 | −31.2% | $1,677 | +18.3% |
| 2019 | +45.3% | $2,514 | +31.2% |
| 2018 | −18.4% | $2,058 | −4.6% |
| 2017 | +24.2% | $1,860 | +21.7% |
| 2016 | +42.6% | $1,647 | +12.0% |
| 2015 | −9.8% | $1,351 | +1.2% |
| 2014 | −5.2% | $1,180 | +13.5% |
| 2013 | −18.3% | $1,071 | +32.3% |
| 2012 | +29.5% | $967 | +16.0% |
| 2011 | −8.9% | $860 | +1.9% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: EDF total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Virtus Stone Harbor Emerging Markets Income Fund (EDF) at the end of Dec 2010, with dividends reinvested, was worth $14,503 at the end of Oct 2026: 2.4% a year, against $79,174 (14.0% a year) in the S&P 500.
- Over the 10 years to Oct 2026, EDF turned $10,000 into $12,269 with dividends reinvested, 2.1% a year.
- Over the 5 years to Oct 2026, EDF returned 4.5% a year with dividends reinvested (S&P 500: 12.0%).
- Taking EDF's dividends as cash instead of reinvesting them, the same $10,000 ended at $11,692, including $9,940 of cash received; reinvesting added $2,812.
- EDF's best calendar year in that time was 2019 (45.3%) and its worst 2020 (-31.2%), with dividends reinvested.
Cite this page
SmarterDividends, "Virtus Stone Harbor Emerging Markets Income Fund (EDF) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/EDF/total-return
EDF total return questions
If I invested $10,000 in EDF 10 years ago, how much would I have?
About $12,269 at the end of Oct 2026, with every dividend reinvested: 2.1% a year. Taking them as cash, you'd have shares worth $2,897 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is EDF's total return since Dec 2010?
45% in total, or 2.4% a year, through Oct 2026 with dividends reinvested. The share price alone fell 82%.
How much of EDF's return came from dividends?
About 100% of its yearly return since Dec 2010. Reinvesting them, rather than taking cash, left you $2,812 better off on a $10,000 start.
What was EDF's worst year?
2020, at -31.2% with dividends reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -62.0%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.