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Harding, Loevner Funds, Inc. - Global Equity Research Portfolio (HLRGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.600.00 (0.00%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.51%
5-Year Average Return7.95%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jan 23, 2024)28.24%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return28.24%
Worst 3-Yr Total Return1.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHLRGXCategory
YTD14.44%9.95%
1-Month5.55%2.98%
3-Month11.34%8.22%
1-Year14.44%40.81%
3-Year1.46%19.17%
5-Year9.43%18.49%
10-Year0.00%11.83%
Last Bull Market33.45%21.12%
Last Bear Market-14.27%-20.34%

Annual Total Return (%) History

Year
HLRGXCategory
2023
14.44%N/A
2022
-19.71%N/A
2021
13.69%N/A
2020
19.32%32.67%
2019
25.91%30.40%
2018
-5.77%-7.79%
2017
28.24%30.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.47%3.40%-5.75%11.34%
2022-9.88%-14.27%-8.50%13.59%
20213.84%6.13%-1.12%4.33%
2020-21.02%20.77%8.10%15.72%
201912.92%4.04%-0.97%8.23%
20181.96%0.08%4.32%-11.47%
20178.03%5.67%4.93%7.07%

Rank In Category (By Total Return)

YTD88
1-Month41
3-Month69
1-Year88
3-Year53
5-Year94

Load Adjusted Returns

1-Year14.44%
3-Year1.46%
5-Year9.43%
10-YearN/A