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HLMNX: HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INVESTOR (MUTUAL FUND)
Basic Info 30.21 1.04(3.33%) June 05
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 10/05/2005 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 14.13% |
| Expenses | 0.79% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | 10.9 | 23.8 | 14.3 | 5.6 | 9.1 | 6.9 | 6.7 | 7.3 | 27.2 | 0.9 | 14.7 | -20.5 | 8.1 | 20.0 | 24.8 | -14.2 | 29.3 | 5.0 | -2.5 | -1.4 | 13.6 | 19.1 | -10.1 | 17.7 | 40.1 | -39.3 | 12.6 | 22.7 | 4.9 |
| Sharpe Ratio | NA | 1.93 | 1.78 | 0.88 | 0.24 | 0.47 | NA | NA | 0.31 | 1.69 | -0.22 | 0.84 | -0.98 | 0.62 | 0.69 | 2.04 | -1.0 | 3.51 | 0.29 | -0.16 | -0.13 | 1.12 | 1.22 | -0.37 | 0.87 | 1.48 | -0.99 | 0.56 | 1.21 | 1.72 |
| Draw Down(%) | NA | 10.5 | 10.5 | 14.1 | 33.0 | 33.0 | NA | NA | 54.7 | 12.9 | 9.9 | 13.2 | 31.9 | 7.5 | 30.6 | 8.7 | 22.5 | 3.4 | 10.9 | 18.9 | 10.2 | 10.1 | 13.7 | 24.8 | 15.2 | 23.0 | 54.4 | 11.2 | 17.5 | 5.8 |
| Standard Deviation(%) | NA | 18.4 | 14.5 | 14.1 | 15.9 | 16.6 | NA | NA | 19.4 | 14.4 | 12.4 | 13.3 | 22.5 | 13.0 | 28.5 | 11.4 | 15.6 | 8.2 | 16.6 | 16.0 | 10.6 | 12.1 | 15.8 | 27.1 | 20.1 | 27.1 | 40.7 | 16.9 | 15.9 | 11.4 |
| Treynor Ratio | NA | 0.46 | 0.35 | 0.18 | 0.06 | 0.11 | NA | NA | 0.07 | 0.38 | -0.04 | 0.16 | -0.35 | 0.14 | 0.23 | 0.31 | -0.21 | 0.4 | 0.05 | -0.03 | -0.02 | 0.16 | 0.22 | -0.11 | 0.19 | 0.44 | -0.44 | 0.11 | 0.2 | 0.23 |
| Alpha | NA | 0.09 | 0.06 | 0.02 | 0.02 | 0.0 | NA | NA | 0.0 | 0.04 | -0.02 | 0.01 | 0.0 | 0.03 | -0.08 | 0.0 | -0.02 | 0.0 | 0.01 | -0.01 | 0.01 | -0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 |
| Beta | NA | 0.77 | 0.73 | 0.69 | 0.66 | 0.71 | NA | NA | 0.82 | 0.65 | 0.68 | 0.69 | 0.63 | 0.56 | 0.84 | 0.75 | 0.75 | 0.71 | 0.91 | 0.92 | 0.68 | 0.85 | 0.86 | 0.91 | 0.91 | 0.91 | 0.9 | 0.84 | 0.99 | 0.87 |
| RSquared | NA | 0.85 | 0.83 | 0.82 | 0.83 | 0.82 | NA | NA | 0.88 | 0.84 | 0.8 | 0.83 | 0.87 | 0.73 | 0.84 | 0.9 | 0.8 | 0.62 | 0.93 | 0.86 | 0.64 | 0.89 | 0.87 | 0.92 | 0.96 | 0.96 | 0.96 | 0.92 | 0.87 | 0.75 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.0 | 6.5 | 3.8 | 1.6 | 2.3 | 0.5 | 1.5 | 0.8 | 1.7 | 0.7 | 0.7 | 0.7 | 0.5 | 0.0 | 0.6 | 0.5 | 0.9 | 12.3 | 9.7 | 8.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 135.4 | 85.1 | 87.9 | -26.3 | 415.9 | -57.9 | 60.3 | -39.8 | 165.0 | -5.6 | 5.1 | 49.4 | N/A | -100.0 | 53.2 | -25.3 | -96.5 | 30.9 | 28.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2005
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