Nasdaq - Delayed Quote USD
Harding Loevner Global Equity Inst (HLMVX)
33.73
+0.13
+(0.39%)
At close: 8:01:05 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.15% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -1.09% |
| 5y Average Return | 9.69% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HLMVX | Category Average | HLMVX | Category Average | HLMVX | Category Average | |
| Alpha | -3.54 | 0.04 | -4.08 | 0.04 | -0.35 | 0.02 |
| BETA | 1.08 | 0.01 | 1.08 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.39 | 0.02 | 1.03 | 0.02 | 0.79 | 0.01 |
| R-squared | 93.68 | 0.89 | 91.39 | 0.87 | 91.73 | 0.88 |
| Standard Deviation | 18.1 | 0.19 | 17.93 | 0.15 | 15.97 | 0.15 |
| Sharpe Ratio | 0.01 | 0.01 | 0.54 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | -1.34 | 0.18 | 7.93 | 0.18 | 6.36 | 0.11 |
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