Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLMEX (HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS PORTFOLIO CLASS I) | 10.86% | 3.31% | 2.06% | -1.30% | 1.88% | 2.13% | NA | 4.53% |
Data as of 08/01/2025, AR inception is 10/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMEX (HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS PORTFOLIO CLASS I) | 10/18/2005 | 08/01/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.39 | 3.31 | 2.06 | -1.30 | 1.88 | 2.13 | NA | 4.53 | 10.86 | -8.73 | 6.15 | -27.66 | -3.41 | 13.88 | 25.77 | -18.30 | 34.79 | 13.27 | -13.47 | -1.87 | 4.35 | 21.63 | -15.66 | 20.88 | 63.97 | -52.48 | 36.26 | 30.10 | 14.06 |
| Sharpe Ratio | NA | 0.01 | -0.08 | -0.20 | 0.02 | NA | NA | 0.15 | 0.98 | -0.83 | 0.14 | -1.29 | -0.23 | 0.44 | 1.73 | -1.06 | 3.64 | 0.72 | -0.78 | -0.16 | 0.36 | 1.54 | -0.64 | 1.07 | 2.08 | -1.12 | 1.41 | 1.36 | 7.43 |
| Standard Deviation(%) | NA | 20.43 | 16.77 | 17.50 | 18.85 | NA | NA | 21.75 | 16.71 | 18.50 | 13.60 | 22.58 | 15.05 | 31.21 | 14.06 | 18.64 | 9.42 | 18.22 | 17.21 | 12.02 | 11.98 | 14.13 | 24.41 | 19.46 | 30.65 | 47.66 | 23.70 | 19.88 | 11.96 |
| Draw Down(%) | NA | 27.66 | 27.66 | 44.86 | 44.86 | NA | NA | 65.00 | 15.30 | 19.44 | 15.07 | 36.67 | 15.40 | 36.53 | 11.32 | 27.66 | 4.90 | 12.50 | 23.26 | 15.62 | 13.86 | 14.39 | 26.69 | 15.39 | 23.67 | 64.09 | 17.72 | 25.71 | 2.71 |
| Yield(%) | 0.00 | 1.46 | 1.28 | 0.94 | 1.10 | 1.10 | 1.93 | 2.03 | 0.00 | 1.45 | 1.46 | 0.68 | 0.68 | 0.44 | 1.81 | 0.79 | 1.02 | 0.71 | 0.55 | 0.72 | 0.84 | 0.00 | 2.18 | 0.36 | 1.03 | 1.91 | 5.49 | 0.16 | 0.00 |
Data as of 08/01/2025, AR inception is 10/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMEX (HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS PORTFOLIO CLASS I) |
-13.07%
Feb 2006 - Feb 2009 |
-5.33%
Oct 2017 - Oct 2022 |
0.07%
Oct 2013 - Oct 2023 |
-0.62%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMEX (HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS PORTFOLIO CLASS I) |
30.89%
Feb 2009 - Feb 2012 |
19.29%
Feb 2009 - Feb 2014 |
11.45%
Feb 2009 - Feb 2019 |
7.09%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart