Harding Loevner Annual Yield vs. Five Year Return
| HLEZX Fund | USD 19.35 0.03 0.15% |
For Harding Loevner profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Harding Loevner to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Harding Loevner Institutional utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Harding Loevner's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Harding Loevner Institutional over time as well as its relative position and ranking within its peers.
Harding |
Harding Loevner Inst Five Year Return vs. Annual Yield Fundamental Analysis
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. Harding Loevner Institutional is rated below average in annual yield among similar funds. It is rated # 5 fund in five year return among similar funds . 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.Harding Five Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Harding Loevner |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Harding Loevner |
| = | (0.96) % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Harding Five Year Return Comparison
Harding Loevner is currently under evaluation in five year return among similar funds.
Harding Loevner Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Harding Loevner, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Harding Loevner will eventually generate negative long term returns. The profitability progress is the general direction of Harding Loevner's change in net profit over the period of time. It can combine multiple indicators of Harding Loevner, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Harding Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Harding Loevner. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Harding Loevner position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Harding Loevner's important profitability drivers and their relationship over time.
Use Harding Loevner in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Harding Loevner position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Harding Loevner will appreciate offsetting losses from the drop in the long position's value.Harding Loevner Pair Trading
Harding Loevner Institutional Pair Trading Analysis
The ability to find closely correlated positions to Harding Loevner could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Harding Loevner when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Harding Loevner - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Harding Loevner Institutional to buy it.
The correlation of Harding Loevner is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Harding Loevner moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Harding Loevner Inst moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Harding Loevner can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Harding Loevner position
In addition to having Harding Loevner in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Money Funds Thematic Idea Now
Money Funds
Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate. The Money Funds theme has 34 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Money Funds Theme or any other thematic opportunities.
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Other Information on Investing in Harding Mutual Fund
To fully project Harding Loevner's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Harding Loevner Inst at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Harding Loevner's income statement, its balance sheet, and the statement of cash flows.
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