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Harding Loevner International Eq Instl Z (HLIZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.21+0.10 (+0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.94%
5-year average return7.08%
Number of years up4
Number of years down2
Best 1-yr total return (16 May 2024)25.38%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return25.38%
Worst 3-yr total return-0.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHLIZXCategory
YTD-1.27%7.01%
1-month-2.85%0.44%
3-month2.15%6.77%
1-year3.53%34.50%
3-year-1.49%13.81%
5-year5.14%13.83%
10-year5.38%8.22%
Last bull market17.74%17.48%
Last bear market-14.80%-22.43%

Annual total return (%) history

Year
HLIZXCategory
2024
N/AN/A
2023
15.12%N/A
2022
-20.16%N/A
2021
8.65%N/A
2020
20.37%25.48%
2019
25.38%27.83%
2018
-13.93%-14.08%
2017
N/A30.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.62%N/AN/AN/A
20237.77%3.05%-7.58%12.15%
2022-10.98%-14.80%-8.29%14.77%
20210.88%5.41%-2.35%4.63%
2020-19.34%18.24%8.68%16.13%
201911.66%4.50%-2.40%10.09%
20180.92%-1.26%1.67%-15.05%
20174.50%N/AN/AN/A

Rank in category (by total return)

YTD89
1-month19
3-month55
1-year76
3-year46
5-year58

Load adjusted returns

1-year3.53%
3-year-1.49%
5-year5.14%
10-year5.38%