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Harding Loevner Intl Small Coms Inv (HLMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.94-0.06 (-0.33%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.34%
5-year average return4.77%
Number of years up11
Number of years down5
Best 1-yr total return (21 May 2024)72.27%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return72.27%
Worst 3-yr total return-1.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHLMSXCategory
YTD-5.03%7.70%
1-month-4.45%0.28%
3-month-0.41%7.17%
1-year-0.96%42.00%
3-year-4.60%13.14%
5-year3.21%14.91%
10-year3.91%9.64%
Last bull market16.72%19.05%
Last bear market-17.05%-21.47%

Annual total return (%) history

Year
HLMSXCategory
2024
N/AN/A
2023
11.77%N/A
2022
-24.52%N/A
2021
12.86%N/A
2020
18.51%28.40%
2019
29.45%27.78%
2018
-17.61%-18.34%
2017
34.42%36.19%
2016
0.06%-2.98%
2015
3.97%7.05%
2014
-4.60%-5.40%
2013
25.02%26.61%
2012
23.88%22.20%
2011
-13.67%-14.72%
2010
23.46%23.04%
2009
72.27%49.24%
2008
-48.17%-49.02%
2007
N/A12.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.62%N/AN/AN/A
20234.02%3.21%-6.63%11.50%
2022-14.13%-17.05%-6.57%13.43%
2021-0.80%8.32%2.15%2.82%
2020-26.28%24.17%12.24%15.35%
201913.51%4.73%-3.16%12.45%
20181.29%-2.03%-0.06%-16.93%
20179.22%10.94%5.80%4.85%
2016-0.52%0.23%4.58%-4.04%
20154.60%1.83%-8.42%6.58%
20143.86%2.96%-7.16%-3.92%
20138.63%-2.16%10.72%6.24%
201216.44%-5.74%7.58%4.91%
20115.02%3.02%-21.17%1.22%
20103.47%-7.76%17.39%10.19%
2009-6.69%42.23%24.37%4.37%
2008-8.56%-4.05%-21.45%-24.79%
200711.37%1.34%-6.19%N/A

Rank in category (by total return)

YTD81
1-month52
3-month68
1-year84
3-year24
5-year46

Load adjusted returns

1-year-0.96%
3-year-4.60%
5-year3.21%
10-year3.91%