Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLMVX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) | 7.35% | -14.26% | 4.81% | -1.67% | 4.30% | 6.78% | NA | 6.57% |
Data as of 07/01/2025, AR inception is 11/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMVX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) | 11/03/2009 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.48 | -14.26 | 4.81 | -1.67 | 4.30 | 6.78 | NA | 6.57 | 7.35 | -12.59 | 21.79 | -30.03 | -1.42 | 22.66 | 29.01 | -10.50 | 32.31 | 6.12 | 0.72 | 6.44 | 20.27 | 16.89 | -8.22 | 14.50 | 4.60 |
| Sharpe Ratio | NA | -0.55 | 0.03 | -0.13 | 0.13 | NA | NA | 0.28 | 0.70 | -0.64 | 1.20 | -1.10 | -0.06 | 0.73 | 2.14 | -0.73 | 4.05 | 0.38 | 0.04 | 0.61 | 1.81 | 1.19 | -0.33 | 0.79 | 2.20 |
| Standard Deviation(%) | NA | 31.89 | 23.59 | 23.65 | 21.18 | NA | NA | 19.56 | 19.76 | 29.92 | 14.75 | 28.70 | 22.51 | 30.73 | 12.87 | 16.31 | 7.85 | 15.42 | 15.64 | 10.46 | 11.15 | 14.31 | 25.03 | 18.25 | 14.85 |
| Draw Down(%) | NA | 34.47 | 34.47 | 46.96 | 46.96 | NA | NA | 46.96 | 15.76 | 26.34 | 12.39 | 35.90 | 20.55 | 29.94 | 7.04 | 21.10 | 2.72 | 12.81 | 12.95 | 6.67 | 7.99 | 11.98 | 20.80 | 14.01 | 3.05 |
| Yield(%) | 0.00 | 0.34 | 0.28 | 0.13 | 3.36 | 4.33 | 3.16 | 4.21 | 0.00 | 0.38 | 0.38 | 0.00 | 0.00 | 0.00 | 0.80 | 10.32 | 15.96 | 1.72 | 3.06 | 4.42 | 0.99 | 0.00 | 1.29 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 11/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMVX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) |
-9.35%
Dec 2021 - Dec 2024 |
-2.07%
Dec 2019 - Dec 2024 |
3.43%
Apr 2015 - Apr 2025 |
5.32%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMVX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) |
19.72%
Oct 2018 - Oct 2021 |
16.94%
Jun 2016 - Jun 2021 |
12.95%
Sep 2011 - Sep 2021 |
6.81%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart