HLMIX
Harding Loevner International Equity Portfolio Institutional
Mutual fund
$31.58+0.27 (+0.86%)Close Oct 2, 2026
Jun 20, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $78,757
- CAGR
- +7.05%
- Max drawdown
- −54.63%
- Sharpe ratio
- 0.47
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.91%
- 3M
- +1.87%
- 6M
- +11.99%
- YTD
- +16.27%
- 1Y
- +19.30%
- 3Y
- +19.45%
- 5Y
- +7.55%
- 10Y
- +9.18%
- 15Y
- +9.12%
- 20Y
- +7.10%
- 25Y
- +8.21%
- 30Y
- +7.09%
- Since 1996
- +7.05%
Metrics
Since 1996| Volatility | 17.97% |
|---|---|
| Sortino ratio | 0.66 |
| Calmar ratio | 0.13 |
| Best year, 1999 | +49.82% |
| Worst year, 2008 | −39.29% |
| Positive years | 19 of 29 |
| Longest drawdown | 5.6 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.6% | Dec 2007 | Nov 2008 | Mar 2011 | 3.2 years |
| −45.6% | Jan 2000 | Mar 2003 | Aug 2005 | 5.6 years |
| −32.8% | Sep 2021 | Sep 2022 | Sep 2024 | 3.1 years |
| −30.5% | Jan 2020 | Mar 2020 | Jul 2020 | 6 months |
| −26.0% | Jul 1998 | Oct 1998 | Apr 1999 | 9 months |
Annual returns
1996 from Jun 20 · 2026 through Oct 2