Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLMGX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO ADVISOR) | 5.14% | 10.43% | 10.55% | 7.63% | 8.82% | 9.92% | 8.66% | 7.43% |
Data as of 06/05/2025, AR inception is 12/13/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMGX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO ADVISOR) | 12/13/1996 | 06/05/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 10.43 | 10.55 | 7.63 | 8.82 | 9.92 | 8.66 | 7.43 | 5.14 | 13.50 | 21.84 | -30.20 | 14.38 | 29.68 | 28.77 | -10.73 | 32.12 | 5.75 | 1.19 | 5.37 | 19.99 | 16.83 | -8.37 | 15.37 | 40.11 | -38.30 | 16.32 | 17.90 | 16.67 | 7.61 | 31.38 | -18.96 | -15.46 | -7.49 | 37.13 | 1.88 | 9.47 | 2.71 |
| Sharpe Ratio | NA | 0.51 | 0.40 | 0.30 | 0.39 | NA | NA | 0.32 | 0.40 | 0.76 | 1.24 | -1.10 | 0.95 | 0.96 | 2.12 | -0.75 | 4.07 | 0.36 | 0.07 | 0.51 | 1.79 | 1.18 | -0.34 | 0.84 | 1.56 | -1.04 | 0.84 | 1.08 | 1.47 | 0.56 | 2.38 | -1.10 | -1.06 | -0.64 | 2.79 | -0.09 | 0.49 | 16.26 |
| Standard Deviation(%) | NA | 16.77 | 18.35 | 19.00 | 18.59 | NA | NA | 18.14 | 20.75 | 13.02 | 14.74 | 28.72 | 15.05 | 30.42 | 12.86 | 16.32 | 7.77 | 15.22 | 15.60 | 10.49 | 11.16 | 14.33 | 24.63 | 18.16 | 25.68 | 37.75 | 15.76 | 13.51 | 9.81 | 11.83 | 12.89 | 18.29 | 17.14 | 18.32 | 12.12 | 17.35 | 11.69 | 4.96 |
| Draw Down(%) | NA | 15.76 | 18.64 | 38.48 | 38.48 | NA | NA | 51.38 | 15.76 | 7.28 | 12.40 | 36.03 | 8.63 | 29.96 | 7.06 | 21.27 | 2.75 | 12.80 | 13.00 | 6.68 | 7.99 | 12.02 | 20.90 | 13.96 | 21.13 | 49.14 | 8.27 | 14.03 | 7.30 | 13.83 | 13.22 | 28.77 | 30.12 | 15.76 | 7.51 | 26.72 | 10.61 | 0.32 |
| Yield(%) | 0.00 | 24.72 | 10.16 | 10.38 | 9.36 | 11.02 | 9.94 | 8.85 | 0.00 | 27.08 | 0.34 | 0.00 | 16.10 | 6.86 | 0.34 | 10.12 | 15.77 | 1.43 | 2.77 | 4.14 | 0.76 | 0.00 | 1.08 | 0.83 | 0.27 | 0.35 | 8.95 | 8.60 | 2.93 | 0.13 | 0.49 | 0.21 | 0.33 | 2.70 | 12.13 | 0.00 | 12.59 | 0.08 |
Data as of 06/05/2025, AR inception is 12/13/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMGX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO ADVISOR) |
-17.25%
Mar 2000 - Mar 2003 |
-5.49%
Mar 1998 - Mar 2003 |
0.83%
Feb 1999 - Feb 2009 |
3.85%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMGX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO ADVISOR) |
24.41%
Feb 2009 - Feb 2012 |
20.00%
Sep 2002 - Sep 2007 |
13.71%
Sep 2011 - Sep 2021 |
12.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart