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Harding Loevner Intl Small Coms Instl (HLMRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
17.970.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.61%
5-Year Average Return5.50%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Mar 26, 2024)34.66%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return34.66%
Worst 3-Yr Total Return-1.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHLMRXCategory
YTD-2.99%7.70%
1-Month1.80%0.28%
3-Month3.26%7.17%
1-Year5.66%42.00%
3-Year-2.03%13.14%
5-Year5.12%14.91%
10-Year4.50%9.64%
Last Bull Market37.30%19.05%
Last Bear Market-17.01%-21.47%

Annual Total Return (%) History

Year
HLMRXCategory
2023
11.98%N/A
2022
-24.32%N/A
2021
13.12%N/A
2020
18.77%28.40%
2019
29.80%27.78%
2018
-17.36%-18.34%
2017
34.66%36.19%
2016
0.30%-2.98%
2015
4.29%7.05%
2014
-4.38%-5.40%
2013
25.29%26.61%
2012
24.30%22.20%
2011
N/A-14.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20234.04%3.30%-6.55%11.51%
2022-14.07%-17.01%-6.49%13.49%
2021-0.75%8.32%2.27%2.88%
2020-26.25%24.24%12.30%15.44%
201913.55%4.76%-3.07%12.58%
20181.40%-1.96%0.00%-16.87%
20179.25%11.02%5.89%4.85%
2016-0.52%0.30%4.71%-4.00%
20154.66%1.90%-8.32%6.65%
20143.93%2.96%-7.08%-3.83%
20138.71%-2.08%10.70%6.32%
201216.56%-5.65%7.67%4.97%
2011-21.09%1.23%N/AN/A

Rank In Category (By Total Return)

YTD84
1-Month71
3-Month91
1-Year62
3-Year21
5-Year38

Load Adjusted Returns

1-Year5.66%
3-Year-2.03%
5-Year5.12%
10-Year4.50%