Harding Loevner Financial Statements From 2010 to 2024
| HLEZX Fund | USD 19.38 0.05 0.26% |
Check Harding Loevner financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Harding Loevner's main balance sheet or income statement drivers, such as , as well as many indicators such as . Harding financial statements analysis is a perfect complement when working with Harding Loevner Valuation or Volatility modules.
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Harding Loevner Institutional Mutual Fund One Year Return Analysis
Harding Loevner's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Harding Loevner One Year Return | 8.57 % |
Most of Harding Loevner's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Harding Loevner Institutional is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Harding Loevner Institutional has an One Year Return of 8.5696%. This is much higher than that of the Harding Loevner family and significantly higher than that of the Diversified Emerging Mkts category. The one year return for all United States funds is notably lower than that of the firm.
Harding Loevner Inst Fundamental Drivers 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 annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 375.76 of Year To Date Return per Annual Yield. 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.About Harding Loevner Financial Statements
Harding Loevner investors use historical fundamental indicators, such as Harding Loevner's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Harding Loevner. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in companies that are based in emerging and frontier markets. It normally holds investments across at least 15 countries. The fund invests at least 80 percent of its net assets in emerging markets securities, which includes frontier markets securities, and investment companies that invest in the types of securities in which the Portfolio would normally invest. It invests at least 65 percent of its total assets in common stocks, preferred stocks, rights and warrants issued by companies.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Harding Mutual Fund
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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