Harding Loevner Five Year Return vs. Price To Earning
| HLMGX Fund | USD 45.39 0.12 0.26% |
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 Global 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 Global over time as well as its relative position and ranking within its peers.
Harding |
Harding Loevner Global Price To Earning vs. Five Year Return 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 Global is rated below average in five year return among similar funds. It is one of the top funds in price to earning among similar funds reporting about 2.63 of Price To Earning per Five Year Return. 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 Price To Earning vs. Five Year Return
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 |
| = | 8.91 % |
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.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Harding Loevner |
| = | 23.40 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Harding Price To Earning Comparison
Harding Loevner is currently under evaluation in price to earning 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 Portfolio invests in companies based in the United States and other developed markets, as well as in emerging and frontier markets. It normally holds investments across at least 15 countries. The Portfolio invests at least 80 percent of its net assets in common stocks, preferred stocks, rights and warrants issued by companies that are based both inside and outside the United States, securities convertible into such securities , and investment companies that invest in the types of securities in which the Portfolio would normally invest.
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 Global 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 Global 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 Global 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?
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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 Global 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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