Nasdaq - Delayed Quote USD

Harding Loevner Global Equity Inst (HLMVX)

40.25 +0.51 (+1.28%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.47%
5y Average Return 7.67%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 32.15%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 32.15%
Worst 3Y Total Return -0.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HLMVX
Category
YTD
6.76%
9.95%
1-Month
0.78%
2.98%
3-Month
6.76%
8.22%
1-Year
22.80%
40.81%
3-Year
1.08%
19.17%
5-Year
8.99%
18.49%
10-Year
8.94%
11.83%
Last Bull Market
34.73%
21.12%
Last Bear Market
-20.50%
-20.34%

Annual Total Return (%) History

Year
HLMVX
Category
2024
--
--
2023
22.06%
--
2022
-30.03%
--
2021
14.88%
--
2020
29.79%
32.67%
2019
29.01%
30.40%
2018
-10.37%
-7.79%
2017
32.15%
30.22%

2016
6.02%
2.42%
2015
1.52%
1.26%
2014
5.60%
2.65%
2013
20.27%
26.44%
2012
17.42%
18.01%
2011
-8.22%
-6.80%
2010
15.55%
15.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.76% -- -- --
2023 6.12% 7.94% -5.75% 13.06%
2022 -13.06% -20.50% -6.22% 7.95%
2021 1.42% 10.34% -1.58% 4.31%
2020 -16.87% 25.70% 9.50% 13.43%
2019 14.05% 3.65% -1.46% 10.75%
2018 2.31% 1.08% 2.83% -15.72%
2017 9.57% 7.59% 5.10% 6.66%
2016 0.03% 1.72% 6.13% -1.83%
2015 3.23% 0.68% -8.31% 6.54%

2014 0.26% 5.43% -1.04% 0.95%
2013 4.71% -1.03% 8.24% 7.22%
2012 15.90% -5.22% 5.76% 1.07%
2011 1.67% 1.97% -16.23% 5.68%
2010 4.30% -11.03% 13.51% 9.70%

Rank in Category (By Total Return)

YTD 74
1-Month 92
3-Month 74
1-Year 52
3-Year 78
5-Year 86

Load Adjusted Returns

1-Year 22.80%
3-Year 1.08%
5-Year 8.99%
10-Year 8.94%

Performance & Risk

YTD Return 3.47%
5y Average Return 7.67%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Harding Loevner
Net Assets 1.02B
YTD Return 6.76%
Yield 0.29%
Morningstar Rating
Inception Date Nov 03, 2009

Fund Summary

The Portfolio invests in companies based in the United States and other developed markets, as well as in emerging and frontier markets. It normally holds investments across at least 15 countries. The Portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, preferred stocks, rights and warrants issued by companies that are based both inside and outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest.

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