Harding Loevner International Equity Portfolio Investor Class: (MF: HLMNX)
(NASDAQ Mutual Funds) As of Jul 17, 2025 08:00 PM ET
$28.24 USD
+0.30 (1.07%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 15.07 | 74 |
3 months | 8.90 | 92 |
6 months | 15.07 | 74 |
1 Year | 14.52 | 67 |
3 Year | 11.84 | 67 |
5 Year | 7.61 | 65 |
10 Year | 6.42 | 33 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -47.69 |
Bull Market (2/09 - 3/21) | 364.02 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 14.52 |
5 Year | 7.61 |
10 Year | 6.43 |
Since Inception | 6.74 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 5.66 | 8.90 | NA | NA |
2024 | 1.50 | -0.11 | 9.37 | -9.00 |
2023 | 7.67 | 2.96 | -7.68 | 12.06 |
2022 | -11.03 | -14.91 | -8.34 | 14.62 |
2021 | 0.73 | 5.34 | -2.48 | 4.52 |
2020 | -19.41 | 18.19 | 8.55 | 16.04 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 15.07 | 0.90 | 14.69 | -20.47 | 8.16 | 19.99 | 24.81 | -14.30 | 29.43 | 5.02 | -1.97 |
% Total Return Rel to Index | -4.86 | -3.44 | -4.16 | -3.99 | -9.20 | 14.55 | 6.38 | 1.83 | 7.63 | 6.90 | 1.30 |
% Total Return Rel to Peer | -2.82 | -3.64 | -0.12 | -0.75 | 1.72 | 5.26 | 2.47 | 1.72 | 0.51 | 2.26 | 2.58 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 | 3.00 |
% Dividends | 0.00 | 0.43 | 0.43 | 0.47 | 0.32 | 0.12 | 0.29 | 0.18 | 0.13 | 0.11 | 0.12 |
% Yield | 0.00 | 1.64 | 1.56 | 1.97 | 1.04 | 0.42 | 1.21 | 0.93 | 0.56 | 0.63 | 0.70 |
Capital Gains ($) | 0.00 | 1.23 | 0.47 | 0.00 | 0.32 | 0.00 | 0.00 | 0.00 | 0.17 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 1.14 | 1.14 | 1.10 | 1.12 | 1.13 | 1.13 | 1.14 | 1.14 | 1.15 | 1.17 |
* 1 = Top 20%, 5 = Bottom 20%