Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLMRX (HARDING LOEVNER INTERNATIONAL SMALL COMPANIES PORTFOLIO INSTITUTIONAL) | 19.00% | 14.26% | 9.66% | 5.08% | 5.77% | NA | NA | 5.50% |
Data as of 07/03/2025, AR inception is 07/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMRX (HARDING LOEVNER INTERNATIONAL SMALL COMPANIES PORTFOLIO INSTITUTIONAL) | 07/01/2011 | 07/03/2025 |
| 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 (%) | 1.12 | 14.26 | 9.66 | 5.08 | 5.77 | NA | NA | 5.50 | 19.00 | -6.80 | 12.00 | -25.35 | 9.93 | 18.77 | 29.80 | -17.07 | 34.93 | -0.24 | 4.13 | -4.29 | 25.29 | 22.84 | -21.36 |
| Sharpe Ratio | NA | 0.79 | 0.32 | 0.25 | 0.26 | NA | NA | 0.30 | 2.30 | -1.15 | 0.62 | -1.23 | 0.79 | 0.71 | 2.77 | -1.45 | 5.16 | -0.03 | 0.31 | -0.43 | 2.64 | 1.97 | -1.47 |
| Standard Deviation(%) | NA | 14.78 | 14.86 | 15.23 | 15.32 | NA | NA | 14.82 | 16.91 | 11.65 | 12.51 | 21.80 | 12.60 | 25.94 | 10.27 | 12.71 | 6.68 | 13.20 | 13.09 | 10.08 | 9.56 | 11.67 | 25.94 |
| Draw Down(%) | NA | 16.45 | 16.60 | 39.74 | 39.74 | NA | NA | 39.74 | 12.83 | 11.40 | 16.13 | 34.54 | 12.53 | 35.71 | 7.33 | 24.81 | 1.97 | 10.74 | 13.17 | 13.58 | 8.87 | 12.63 | 24.86 |
| Yield(%) | 0.00 | 1.25 | 1.16 | 0.79 | 2.02 | 2.16 | 1.62 | 2.31 | 0.00 | 1.23 | 1.24 | 0.54 | 0.32 | 0.18 | 0.80 | 5.90 | 1.61 | 4.33 | 1.75 | 2.18 | 7.73 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 07/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMRX (HARDING LOEVNER INTERNATIONAL SMALL COMPANIES PORTFOLIO INSTITUTIONAL) |
-7.98%
Dec 2021 - Dec 2024 |
-0.42%
Sep 2017 - Sep 2022 |
3.32%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMRX (HARDING LOEVNER INTERNATIONAL SMALL COMPANIES PORTFOLIO INSTITUTIONAL) |
19.23%
Dec 2018 - Dec 2021 |
14.61%
Aug 2016 - Aug 2021 |
11.24%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart