Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLMCX (Harding Loevner Chinese Equity Portfolio Institutional Class) | NA | 28.53% | 5.24% | NA | NA | NA | NA | … | … |
Data as of 11/21/2025, Common starting date is 12/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMCX (Harding Loevner Chinese Equity Portfolio Institutional Class) | 12/17/2020 | 11/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.53 | 5.24 | NA | NA | NA | NA | … | … | 29.23 | 3.89 | -19.41 | -26.84 | -15.45 | 3.45 |
| Sharpe Ratio | NA | 1.21 | 0.08 | NA | NA | NA | NA | … | … | 1.48 | 0.01 | -1.20 | -0.91 | -0.68 | 8.22 |
| Standard Deviation(%) | NA | 21.13 | 21.92 | NA | NA | NA | NA | … | … | 20.55 | 24.91 | 19.36 | 31.19 | 22.90 | 19.27 |
| Draw Down(%) | NA | 19.73 | 39.80 | NA | NA | NA | NA | … | … | 19.73 | 19.10 | 33.78 | 43.28 | 32.27 | 1.58 |
| Yield(%) | 0.00 | 2.77 | 1.17 | 0.47 | 0.24 | 0.16 | 0.12 | … | … | 1.72 | 1.20 | 0.56 | 0.28 | 0.27 | 0.00 |
Data as of 11/21/2025, Common starting date is 12/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMCX (Harding Loevner Chinese Equity Portfolio Institutional Class) |
-25.80%
Jan 2021 – Jan 2024 |
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 |
|---|---|---|---|---|
| HLMCX (Harding Loevner Chinese Equity Portfolio Institutional Class) |
11.70%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart