Harding Loevner Institutional Fund Net Income
| HLMEX Fund | USD 11.67 0.01 0.09% |
As of the 3rd of February, Harding Loevner retains the Standard Deviation of 6.14, risk adjusted performance of (0.07), and Market Risk Adjusted Performance of (0.87). Harding Loevner technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Harding Loevner's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Harding Loevner's valuation are provided below:Harding Loevner Institutional does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Harding |
Harding Loevner 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Harding Loevner's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Harding Loevner.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Harding Loevner on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding Harding Loevner Institutional or generate 0.0% return on investment in Harding Loevner over 90 days. Harding Loevner is related to or competes with Nuveen Nwq, Nuveen Nwq, Ariel International, Spectrum Fund, Sprott Focus, Boston Trust, and Boston Trust. The fund invests primarily in companies that are based in emerging and frontier markets More
Harding Loevner Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Harding Loevner's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Harding Loevner Institutional upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 50.48 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.18 |
Harding Loevner Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harding Loevner's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Harding Loevner's standard deviation. In reality, there are many statistical measures that can use Harding Loevner historical prices to predict the future Harding Loevner's volatility.| Risk Adjusted Performance | (0.07) | |||
| Jensen Alpha | (0.67) | |||
| Total Risk Alpha | (1.02) | |||
| Treynor Ratio | (0.88) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Harding Loevner's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Harding Loevner February 3, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | (0.87) | |||
| Mean Deviation | 1.58 | |||
| Coefficient Of Variation | (985.02) | |||
| Standard Deviation | 6.14 | |||
| Variance | 37.67 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.67) | |||
| Total Risk Alpha | (1.02) | |||
| Treynor Ratio | (0.88) | |||
| Maximum Drawdown | 50.48 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.18 | |||
| Skewness | (7.97) | |||
| Kurtosis | 64.33 |
Harding Loevner Inst Backtested Returns
Harding Loevner Inst holds Efficiency (Sharpe) Ratio of -0.1, which attests that the entity had a -0.1 % return per unit of risk over the last 3 months. Harding Loevner Inst exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Harding Loevner's Standard Deviation of 6.14, risk adjusted performance of (0.07), and Market Risk Adjusted Performance of (0.87) to validate the risk estimate we provide. The fund retains a Market Volatility (i.e., Beta) of 0.72, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Harding Loevner's returns are expected to increase less than the market. However, during the bear market, the loss of holding Harding Loevner is expected to be smaller as well.
Auto-correlation | -0.25 |
Weak reverse predictability
Harding Loevner Institutional has weak reverse predictability. Overlapping area represents the amount of predictability between Harding Loevner time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Harding Loevner Inst price movement. The serial correlation of -0.25 indicates that over 25.0% of current Harding Loevner price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.25 | |
| Spearman Rank Test | -0.02 | |
| Residual Average | 0.0 | |
| Price Variance | 0.11 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Harding Loevner Institutional reported net income of 0.0. This indicator is about the same for the Harding Loevner average (which is currently at 0.0) family and about the same as Diversified Emerging Mkts (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Harding Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Harding Loevner's current stock value. Our valuation model uses many indicators to compare Harding Loevner value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harding Loevner competition to find correlations between indicators driving Harding Loevner's intrinsic value. More Info.Harding Loevner Institutional is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Harding Loevner Institutional is roughly 8.22 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Harding Loevner's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Harding Loevner
The fund consists of 98.21% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Harding Loevner's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Harding Fundamentals
| Price To Earning | 15.46 X | |||
| Price To Book | 1.88 X | |||
| Price To Sales | 1.76 X | |||
| Total Asset | 502.72 M | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 6.94 % | |||
| One Year Return | 34.80 % | |||
| Three Year Return | 10.28 % | |||
| Five Year Return | (0.16) % | |||
| Ten Year Return | 3.58 % | |||
| Net Asset | 521.39 M | |||
| Last Dividend Paid | 0.1 | |||
| Cash Position Weight | 1.79 % | |||
| Equity Positions Weight | 98.21 % |
About Harding Loevner Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Harding Loevner Institutional's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Harding Loevner using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Harding Loevner Institutional based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Harding Loevner financial ratios help investors to determine whether Harding Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Harding with respect to the benefits of owning Harding Loevner security.
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