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Harding Loevner International Eq Instl (HLMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
26.37-0.05 (-0.19%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.81%
5-Year Average Return6.66%
Number of Years Up19
Number of Years Down10
Best 1 Yr Total Return (Mar 26, 2024)40.57%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return40.57%
Worst 3-Yr Total Return-0.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHLMIXCategory
YTD-0.42%7.01%
1-Month3.03%0.44%
3-Month5.10%6.77%
1-Year9.43%34.50%
3-Year-0.39%13.81%
5-Year6.30%13.83%
10-Year5.64%8.22%
Last Bull Market31.72%17.48%
Last Bear Market-14.83%-22.43%

Annual Total Return (%) History

Year
HLMIXCategory
2023
15.06%N/A
2022
-20.23%N/A
2021
8.51%N/A
2020
20.33%25.48%
2019
25.23%27.83%
2018
-13.96%-14.08%
2017
29.90%30.87%
2016
5.30%-2.14%
2015
-1.62%0.95%
2014
-1.61%-3.92%
2013
14.02%18.58%
2012
20.28%17.70%
2011
-9.78%-12.30%
2010
17.49%14.78%
2009
40.57%38.02%
2008
-39.24%-46.56%
2007
13.01%16.26%
2006
23.01%23.95%
2005
20.16%15.23%
2004
11.64%16.23%
2003
26.96%33.83%
2002
-15.04%-19.15%
2001
-18.19%-24.05%
2000
-15.80%-21.04%
1999
49.80%49.56%
1998
10.20%14.17%
1997
-4.22%6.65%
1996
15.41%12.41%
1995
11.99%8.72%
1994
N/A-3.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.77%3.05%-7.61%12.14%
2022-10.97%-14.83%-8.29%14.71%
20210.84%5.41%-2.38%4.58%
2020-19.37%18.29%8.63%16.13%
201911.60%4.45%-2.40%10.07%
20180.92%-1.30%1.67%-15.04%
20179.98%6.63%5.98%4.52%
20160.70%2.90%6.43%-4.52%
20155.18%0.05%-12.34%6.64%
2014-0.83%4.75%-3.95%-1.39%
20132.07%-2.58%9.65%4.57%
201211.75%-5.83%7.18%6.64%
20113.74%1.99%-19.56%6.00%
20103.67%-8.89%16.29%6.96%
2009-8.50%21.43%19.02%6.30%
2008-4.77%-1.54%-16.79%-22.12%
20072.82%4.84%2.91%1.87%
20068.96%-1.19%3.39%10.51%
20051.77%1.02%12.43%3.96%
20042.96%-3.91%-0.33%13.22%
2003-9.22%13.47%8.45%13.65%
20021.23%-2.51%-19.45%6.88%
2001-13.58%-0.25%-15.75%12.65%
2000-2.73%-2.17%-6.96%-4.91%
19990.40%10.61%7.64%25.32%
199812.34%-0.23%-16.51%17.77%
1997-2.87%8.69%0.08%-9.35%
19966.13%5.34%-0.64%3.90%
1995-2.27%9.02%0.82%4.26%
19943.59%-3.43%N/AN/A

Rank In Category (By Total Return)

YTD95
1-Month77
3-Month95
1-Year89
3-Year50
5-Year63

Load Adjusted Returns

1-Year9.43%
3-Year-0.39%
5-Year6.30%
10-Year5.64%