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Harding Loevner Global Equity Advisor (HLMGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.29-0.08 (-0.21%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return21.40%
5-Year Average Return11.83%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Jul 30, 2017)40.11%
Worst 1 Yr Total Return (Jul 30, 2017)-38.29%
Best 3-Yr Total Return40.11%
Worst 3-Yr Total Return-5.41%

Trailing Returns (%) Vs. Benchmarks

ReturnHLMGXCategory
YTD21.40%12.88%
1-Month3.12%0.41%
3-Month7.71%5.10%
1-Year21.93%18.02%
3-Year9.68%4.53%
5-Year11.83%10.57%
10-Year6.44%3.77%
Last Bull Market21.34%18.60%
Last Bear Market-18.52%-20.30%

Annual Total Return (%) History

Year
HLMGXCategory
2017
N/AN/A
2016
5.76%5.54%
2015
1.23%-1.69%
2014
5.36%2.79%
2013
19.98%25.19%
2012
17.05%15.84%
2011
-8.36%-7.93%
2010
15.29%13.74%
2009
40.11%35.27%
2008
-38.29%-41.91%
2007
16.39%11.28%
2006
17.84%19.72%
2005
16.65%11.61%
2004
7.61%15.27%
2003
31.51%34.49%
2002
-18.96%-19.36%
2001
-15.46%-17.51%
2000
0.57%-9.14%
1999
37.13%41.13%
1998
2.00%13.41%
1997
9.34%12.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20179.47%7.54%N/AN/A
2016-0.03%1.66%6.08%-1.89%
20153.14%0.65%-8.38%6.44%
20140.19%5.40%-1.14%0.92%
20134.71%-1.11%8.13%7.15%
201215.79%-5.22%5.63%0.96%
20111.67%1.97%-16.27%5.57%
20104.26%-11.04%13.46%9.55%
2009-5.36%20.80%17.33%4.45%
2008-5.86%-2.94%-14.05%-21.42%
20073.37%6.64%7.40%-1.68%
20068.56%-2.43%3.55%7.42%
20050.32%0.64%10.60%4.46%
20042.82%-3.64%-3.37%12.40%
2003-5.55%17.16%6.40%11.70%
2002-0.85%-8.66%-17.20%8.07%
2001-14.10%3.88%-15.57%12.21%
20005.54%0.31%-4.49%-0.54%
19990.98%10.11%-1.19%24.82%
199810.82%-3.13%-17.70%15.45%
19970.40%11.01%2.25%-4.05%

Rank In Category (By Total Return)

YTD12
1-Month26
3-Month12
1-Year14
3-Year9
5-Year32

Load Adjusted Returns

1-Year21.93%
3-Year9.68%
5-Year11.83%
10-Year6.44%