HLIZX
Harding Loevner International Equity Portfolio Institutional Class Z
Mutual fund
$31.57+0.27 (+0.86%)Close Oct 2, 2026
Jul 18, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $21,218
- CAGR
- +8.51%
- Max drawdown
- −32.70%
- Sharpe ratio
- 0.57
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.91%
- 3M
- +1.90%
- 6M
- +12.03%
- YTD
- +16.37%
- 1Y
- +19.43%
- 3Y
- +19.57%
- 5Y
- +7.65%
- Since 2017
- +8.51%
Metrics
Since 2017| Volatility | 16.85% |
|---|---|
| Sortino ratio | 0.80 |
| Calmar ratio | 0.26 |
| Best year, 2025 | +27.74% |
| Worst year, 2022 | −20.14% |
| Positive years | 6 of 8 |
| Longest drawdown | 3.1 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −32.7% | Sep 2021 | Sep 2022 | Sep 2024 | 3.1 years |
| −30.5% | Jan 2020 | Mar 2020 | Jul 2020 | 6 months |
| −22.2% | Jan 2018 | Dec 2018 | Dec 2019 | 1.9 years |
| −13.9% | Sep 2024 | Apr 2025 | May 2025 | 7 months |
| −10.4% | Feb 2026 | Mar 2026 | May 2026 | 2 months |
Annual returns
2017 from Jul 18 · 2026 through Oct 2