Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLGZX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL CLASS Z) | 7.67% | 11.49% | 14.41% | 8.04% | NA | NA | NA | 10.03% |
Data as of 07/02/2025, AR inception 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 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | 11.49 | 14.41 | 8.04 | NA | NA | NA | 10.03 | 7.67 | 13.87 | 22.21 | -30.01 | 14.72 | 29.96 | 29.54 | -10.77 | 8.00 |
| Sharpe Ratio | NA | 0.49 | 0.59 | 0.36 | NA | NA | NA | 0.35 | 0.71 | 0.79 | 1.27 | -1.10 | 0.98 | 0.97 | 2.22 | -0.74 | 0.69 |
| Standard Deviation(%) | NA | 16.90 | 17.71 | 18.83 | NA | NA | NA | 20.48 | 19.73 | 13.01 | 14.76 | 28.73 | 15.07 | 30.42 | 12.63 | 16.40 | 28.10 |
| Draw Down(%) | NA | 15.75 | 18.62 | 38.34 | NA | NA | NA | 38.34 | 15.75 | 7.25 | 12.38 | 35.90 | 8.62 | 29.94 | 7.05 | 21.08 | 11.61 |
| Yield(%) | 0.00 | 24.49 | 11.15 | 10.34 | 7.65 | 5.10 | 3.82 | 10.93 | 0.00 | 27.31 | 0.78 | 0.00 | 16.10 | 6.88 | 0.89 | 10.26 | 13.19 |
Data as of 07/02/2025, AR inception 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 |
3.60%
Sep 2017 - Sep 2022 |
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