Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLMOX (HARDING LOEVNER FRONTIER EMERGING MARKETS PORTFOLIO INVESTOR) | 8.73% | 12.50% | 10.07% | 6.75% | 1.28% | NA | NA | 1.59% |
Data as of 07/02/2025, AR inception is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMOX (HARDING LOEVNER FRONTIER EMERGING MARKETS PORTFOLIO INVESTOR) | 01/03/2011 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.90 | 12.50 | 10.07 | 6.75 | 1.28 | NA | NA | 1.59 | 8.73 | 8.36 | 10.15 | -19.25 | 9.83 | -0.22 | 10.42 | -15.11 | 24.45 | 1.09 | -19.53 | 5.95 | 16.48 | 18.57 | -21.79 |
| Sharpe Ratio | NA | 0.84 | 0.59 | 0.50 | -0.02 | NA | NA | 0.05 | 1.21 | 0.56 | 0.75 | -1.61 | 1.16 | -0.02 | 1.06 | -1.73 | 4.41 | 0.10 | -2.16 | 0.74 | 2.31 | 2.74 | -1.80 |
| Standard Deviation(%) | NA | 10.72 | 9.95 | 10.09 | 11.77 | NA | NA | 10.90 | 12.36 | 8.53 | 8.72 | 12.88 | 8.47 | 24.25 | 8.42 | 9.55 | 5.42 | 8.94 | 9.06 | 7.98 | 7.13 | 6.82 | 12.16 |
| Draw Down(%) | NA | 11.93 | 13.17 | 28.66 | 46.92 | NA | NA | 46.92 | 9.05 | 5.94 | 11.35 | 24.80 | 7.25 | 38.82 | 10.85 | 24.76 | 2.68 | 11.44 | 21.58 | 14.37 | 8.37 | 7.88 | 24.60 |
| Yield(%) | 0.00 | 1.52 | 1.72 | 1.49 | 1.05 | 0.88 | 0.66 | 0.95 | 0.00 | 1.60 | 1.61 | 1.39 | 0.53 | 1.26 | 1.66 | 0.71 | 1.90 | 0.53 | 0.46 | 1.42 | 0.14 | 0.00 | 0.29 |
Data as of 07/02/2025, AR inception is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMOX (HARDING LOEVNER FRONTIER EMERGING MARKETS PORTFOLIO INVESTOR) |
-9.26%
Mar 2017 - Mar 2020 |
-7.43%
Mar 2015 - Mar 2020 |
-1.30%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMOX (HARDING LOEVNER FRONTIER EMERGING MARKETS PORTFOLIO INVESTOR) |
15.98%
Sep 2011 - Sep 2014 |
9.34%
Mar 2020 - Mar 2025 |
4.29%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart