Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLMVX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) | 1.56% | 7.09% | 12.26% | 0.03% | 7.88% | 7.61% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMVX (HARDING LOEVNER GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) | 11/03/2009 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.83 | 7.09 | 12.26 | 0.03 | 7.88 | 7.61 | NA | … | … | 1.56 | 12.20 | 13.76 | 22.06 | -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 | 0.70 | -0.10 | 0.33 | NA | NA | … | … | 0.30 | 0.60 | 0.78 | 1.26 | -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 | 13.19 | 14.24 | 19.78 | 19.02 | NA | NA | … | … | 15.83 | 15.71 | 13.03 | 14.76 | 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 | 11.22 | 15.76 | 46.96 | 46.96 | NA | NA | … | … | 11.22 | 15.76 | 7.26 | 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 | 18.40 | 16.05 | 6.82 | 8.64 | 8.15 | 7.31 | … | … | 0.00 | 19.60 | 27.16 | 0.65 | 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 06/10/2026, Common starting date 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) |
-7.28%
Nov 2020 – Nov 2023 |
-0.66%
Sep 2017 – Sep 2022 |
4.98%
Oct 2013 – Oct 2023 |
7.02%
Mar 2011 – Mar 2026 |
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 |
8.72%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart