Canada markets closed

Harding Loevner Intl Small Coms Instl (HLMRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
17.43+0.10 (+0.58%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.60%
5-Year Average Return3.66%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)34.66%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return34.66%
Worst 3-Yr Total Return-1.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHLMRXCategory
YTD-5.03%7.70%
1-Month-4.45%0.28%
3-Month-0.35%7.17%
1-Year-0.82%42.00%
3-Year-4.40%13.14%
5-Year3.44%14.91%
10-Year4.16%9.64%
Last Bull Market16.81%19.05%
Last Bear Market-17.01%-21.47%

Annual Total Return (%) History

Year
HLMRXCategory
2024
N/AN/A
2023
11.98%N/A
2022
-24.32%N/A
2021
13.12%N/A
2020
18.77%28.40%
2019
29.80%27.78%
2018
-17.36%-18.34%
2017
34.66%36.19%
2016
0.30%-2.98%
2015
4.29%7.05%
2014
-4.38%-5.40%
2013
25.29%26.61%
2012
24.30%22.20%
2011
N/A-14.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.61%N/AN/AN/A
20234.04%3.30%-6.55%11.51%
2022-14.07%-17.01%-6.49%13.49%
2021-0.75%8.32%2.27%2.88%
2020-26.25%24.24%12.30%15.44%
201913.55%4.76%-3.07%12.58%
20181.40%-1.96%0.00%-16.87%
20179.25%11.02%5.89%4.85%
2016-0.52%0.30%4.71%-4.00%
20154.66%1.90%-8.32%6.65%
20143.93%2.96%-7.08%-3.83%
20138.71%-2.08%10.70%6.32%
201216.56%-5.65%7.67%4.97%
2011-21.09%1.23%N/AN/A

Rank In Category (By Total Return)

YTD80
1-Month53
3-Month62
1-Year83
3-Year22
5-Year39

Load Adjusted Returns

1-Year-0.82%
3-Year-4.40%
5-Year3.44%
10-Year4.16%