Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLMSX (HARDING LOEVNER INTERNATIONAL SMALL COMPANIES PORTFOLIO INVESTOR) | 4.24% | 3.29% | 5.89% | -1.28% | 5.32% | 4.91% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMSX (HARDING LOEVNER INTERNATIONAL SMALL COMPANIES PORTFOLIO INVESTOR) | 03/28/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.77 | 3.29 | 5.89 | -1.28 | 5.32 | 4.91 | NA | … | … | 4.24 | 14.87 | -6.92 | 11.78 | -25.56 | 9.65 | 18.51 | 29.46 | -17.32 | 34.58 | -0.41 | 3.81 | -4.50 | 25.02 | 22.71 | -13.67 | 23.86 | 71.38 | -48.86 | 5.73 |
| Sharpe Ratio | NA | 0.46 | 0.30 | -0.20 | 0.28 | NA | NA | … | … | 1.08 | 0.88 | -0.91 | 0.65 | -1.24 | 0.76 | 0.70 | 2.72 | -1.48 | 5.10 | -0.05 | 0.29 | -0.45 | 2.63 | 1.97 | -0.67 | 1.61 | 3.74 | -1.97 | 0.37 |
| Standard Deviation(%) | NA | 12.26 | 12.98 | 15.15 | 15.17 | NA | NA | … | … | 14.85 | 13.68 | 11.59 | 12.53 | 21.82 | 12.61 | 25.90 | 10.30 | 12.68 | 6.68 | 13.09 | 13.12 | 10.01 | 9.51 | 11.57 | 20.30 | 14.75 | 19.07 | 25.24 | 12.54 |
| Draw Down(%) | NA | 10.59 | 16.56 | 39.96 | 39.96 | NA | NA | … | … | 10.59 | 12.86 | 11.41 | 16.15 | 34.69 | 12.66 | 35.71 | 7.40 | 24.95 | 1.98 | 10.78 | 13.21 | 13.68 | 8.95 | 12.72 | 25.47 | 15.82 | 18.12 | 54.07 | 12.43 |
| Yield(%) | 0.00 | 3.85 | 2.17 | 1.09 | 2.18 | 2.38 | 2.29 | … | … | 0.00 | 4.47 | 1.09 | 1.11 | 0.29 | 0.04 | 0.04 | 0.67 | 5.79 | 1.50 | 4.25 | 1.58 | 2.04 | 7.64 | 0.00 | 0.58 | 0.68 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMSX (HARDING LOEVNER INTERNATIONAL SMALL COMPANIES PORTFOLIO INVESTOR) |
-8.16%
Dec 2021 – Dec 2024 |
-0.99%
Mar 2021 – Mar 2026 |
3.07%
Oct 2013 – Oct 2023 |
3.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMSX (HARDING LOEVNER INTERNATIONAL SMALL COMPANIES PORTFOLIO INVESTOR) |
33.11%
Feb 2009 – Feb 2012 |
26.41%
Feb 2009 – Feb 2014 |
14.51%
Feb 2009 – Feb 2019 |
10.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart