Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLGZX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL CLASS Z) | 3.06% | 9.98% | 13.29% | 3.60% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLGZX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL CLASS Z) | 08/01/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.59 | 9.98 | 13.29 | 3.60 | NA | NA | NA | … | … | 3.06 | 12.35 | 13.87 | 22.21 | -30.01 | 14.72 | 29.96 | 29.54 | -10.77 | 8.00 |
| Sharpe Ratio | NA | 0.55 | 0.70 | 0.06 | NA | NA | NA | … | … | 0.30 | 0.61 | 0.79 | 1.27 | -1.10 | 0.98 | 0.97 | 2.22 | -0.74 | 0.69 |
| Standard Deviation(%) | NA | 13.22 | 14.23 | 18.32 | NA | NA | NA | … | … | 15.85 | 15.70 | 13.01 | 14.76 | 28.73 | 15.07 | 30.42 | 12.63 | 16.40 | 28.10 |
| Draw Down(%) | NA | 11.24 | 15.75 | 38.34 | NA | NA | NA | … | … | 11.24 | 15.75 | 7.25 | 12.38 | 35.90 | 8.62 | 29.94 | 7.05 | 21.08 | 11.61 |
| Yield(%) | 0.00 | 18.67 | 16.32 | 9.86 | 9.34 | 6.23 | 4.67 | … | … | 0.00 | 19.68 | 27.31 | 0.78 | 0.00 | 16.10 | 6.88 | 0.89 | 10.26 | 13.19 |
Data as of 06/05/2026, Common starting date is 08/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLGZX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL CLASS Z) |
-2.31%
Apr 2021 – Apr 2024 |
3.32%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLGZX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL CLASS Z) |
24.53%
Dec 2018 – Dec 2021 |
11.39%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart