Harding Loevner International Fund Manager Performance Evaluation
| HLMNX Fund | USD 25.65 0.23 0.90% |
The fund retains a Market Volatility (i.e., Beta) of 0.8, 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
3 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Harding Loevner International are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Harding Loevner is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.1500 |
Harding |
Harding Loevner Relative Risk vs. Return Landscape
If you would invest 2,520 in Harding Loevner International on January 24, 2024 and sell it today you would earn a total of 45.00 from holding Harding Loevner International or generate 1.79% return on investment over 90 days. Harding Loevner International is currently producing 0.0303% returns and takes up 0.6683% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Harding, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Harding Loevner Current Valuation
Overvalued
Today
Please note that Harding Loevner's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Harding Loevner Inte retains a regular Real Value of $23.01 per share. The prevalent price of the fund is $25.65. We determine the value of Harding Loevner Inte from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Our valuation method for Harding Loevner International is useful when determining the fair value of the Harding mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Harding Loevner. Since Harding Loevner is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Harding Mutual Fund. However, Harding Loevner's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 25.65 | Real 23.01 | Hype 25.42 |
The real value of Harding Mutual Fund, also known as its intrinsic value, is the underlying worth of Harding Loevner Inte Mutual Fund, which is reflected in its stock price. It is based on Harding Loevner's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Harding Loevner's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Harding Loevner's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Harding Loevner International helps investors to forecast how Harding mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Harding Loevner more accurately as focusing exclusively on Harding Loevner's fundamentals will not take into account other important factors: 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 International, 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 = 0.0453
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HLMNX |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Harding Loevner is performing at about 3% 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 | 19.45 X | ||||
| Price To Book | 2.40 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 225.53 M | ||||
About Harding Loevner Performance
To evaluate Harding Loevner Inte Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Harding Loevner generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Harding Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Harding Loevner Inte market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Harding's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests in companies based in developed markets outside the U.S. as well as in companies in emerging and frontier markets. It normally invests at least 80 percent of its net assets in common stocks, preferred stocks, rights and warrants issued by companies that are based 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. The fund normally holds investments across at least 15 countries.Things to note about Harding Loevner Inte 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 Inte help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -3.0% | |
| Harding Loevner Inte retains 96.61% 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, which includes a position in Harding Loevner International. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.