Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLIDX (Harding Loevner International Developed Markets Equity Portfolio Institutional Class) | 9.97% | 18.32% | 13.12% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/28/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLIDX (Harding Loevner International Developed Markets Equity Portfolio Institutional Class) | 09/28/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.86 | 18.32 | 13.12 | NA | NA | NA | NA | … | … | 9.97 | 22.77 | 1.31 | 13.40 | 16.42 |
| Sharpe Ratio | NA | 1.03 | 0.69 | NA | NA | NA | NA | … | … | 1.16 | 1.38 | -0.19 | 0.71 | 3.28 |
| Standard Deviation(%) | NA | 15.27 | 14.26 | NA | NA | NA | NA | … | … | 19.31 | 14.51 | 12.20 | 13.75 | 23.61 |
| Draw Down(%) | NA | 11.23 | 13.16 | NA | NA | NA | NA | … | … | 11.23 | 12.54 | 9.69 | 13.16 | 4.81 |
| Yield(%) | 0.00 | 6.66 | 3.81 | 2.92 | 1.46 | 0.97 | 0.73 | … | … | 0.00 | 7.64 | 1.79 | 1.83 | 0.39 |
Data as of 06/05/2026, Common starting date is 09/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLIDX (Harding Loevner International Developed Markets Equity Portfolio Institutional Class) |
10.90%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLIDX (Harding Loevner International Developed Markets Equity Portfolio Institutional Class) |
15.45%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart