Harding Loevner Institutional Fund Manager Performance Evaluation
The fund retains a Market Volatility (i.e., Beta) of 0.33, 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.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Harding Loevner Institutional are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Harding Loevner may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.0500 |
Harding |
Harding Loevner Relative Risk vs. Return Landscape
If you would invest 1,667 in Harding Loevner Institutional on April 24, 2025 and sell it today you would earn a total of 206.00 from holding Harding Loevner Institutional or generate 12.36% return on investment over 90 days. Harding Loevner Institutional is currently producing 0.1935% returns and takes up 0.6923% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Harding, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Harding Loevner Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harding Loevner's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Harding Loevner Institutional, and traders can use it to determine the average amount a Harding Loevner's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2795
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HLMEX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 22 78% of assets perform better |
Based on monthly moving average Harding Loevner is performing at about 22% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Harding Loevner by adding it to a well-diversified portfolio.
Harding Loevner Fundamentals Growth
Harding Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Harding Loevner, and Harding Loevner fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Harding Mutual Fund performance.
| Price To Earning | 15.46 X | ||||
| Price To Book | 1.88 X | ||||
| Price To Sales | 1.76 X | ||||
| Total Asset | 2.18 B | ||||
Things to note about Harding Loevner Inst performance evaluation
Checking the ongoing alerts about Harding Loevner for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Harding Loevner Inst help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Harding Loevner Inst is not yet fully synchronised with the market data | |
| Harding Loevner Inst has some characteristics of a very speculative penny stock | |
| The fund retains 98.21% of its assets under management (AUM) in equities |
- Analyzing Harding Loevner's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Harding Loevner's stock is overvalued or undervalued compared to its peers.
- Examining Harding Loevner's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Harding Loevner's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harding Loevner's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Harding Loevner's mutual fund. These opinions can provide insight into Harding Loevner's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Other Tools for Harding Mutual Fund
When running Harding Loevner's price analysis, check to measure Harding Loevner's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Harding Loevner is operating at the current time. Most of Harding Loevner's value examination focuses on studying past and present price action to predict the probability of Harding Loevner's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Harding Loevner's price. Additionally, you may evaluate how the addition of Harding Loevner to your portfolios can decrease your overall portfolio volatility.
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