Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLEZX (Harding Loevner Institutional Emerging Markets Portfolio Class Z) | 20.04% | 42.53% | 17.53% | 1.74% | 6.96% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLEZX (Harding Loevner Institutional Emerging Markets Portfolio Class Z) | 03/06/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 42.53 | 17.53 | 1.74 | 6.96 | NA | NA | … | … | 20.04 | 28.16 | 2.83 | 6.24 | -27.61 | -3.29 | 14.04 | 26.11 | -18.26 | 35.18 | 13.44 | -13.22 | -0.39 |
| Sharpe Ratio | NA | 2.72 | 0.97 | -0.03 | 0.31 | NA | NA | … | … | 2.84 | 1.76 | -0.05 | 0.19 | -1.29 | -0.22 | 0.44 | 1.78 | -1.07 | 3.83 | 0.74 | -0.76 | -0.04 |
| Standard Deviation(%) | NA | 14.84 | 15.00 | 16.62 | 17.97 | NA | NA | … | … | 19.37 | 14.46 | 14.52 | 13.58 | 22.59 | 15.06 | 30.94 | 13.86 | 18.40 | 9.05 | 17.84 | 17.43 | 11.78 |
| Draw Down(%) | NA | 12.11 | 18.51 | 42.65 | 43.73 | NA | NA | … | … | 12.11 | 15.30 | 9.30 | 14.99 | 36.62 | 15.34 | 36.52 | 11.27 | 27.58 | 5.01 | 12.56 | 23.17 | 15.61 |
| Yield(%) | 0.00 | 57.52 | 23.67 | 9.63 | 8.88 | 5.55 | 4.16 | … | … | 0.00 | 62.23 | 13.07 | 1.50 | 0.75 | 0.71 | 0.51 | 1.90 | 0.87 | 1.10 | 1.37 | 1.06 | 1.30 |
Data as of 06/04/2026, Common starting date is 03/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLEZX (Harding Loevner Institutional Emerging Markets Portfolio Class Z) |
-12.17%
May 2021 – May 2024 |
-5.21%
Oct 2017 – Oct 2022 |
0.51%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLEZX (Harding Loevner Institutional Emerging Markets Portfolio Class Z) |
18.70%
May 2023 – May 2026 |
14.15%
Feb 2016 – Feb 2021 |
7.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart