PortfoliosLab logoPortfoliosLab logo
GQLVX vs. GTLOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GQLVX vs. GTLOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Glenmede Quantitative U.S. Large Cap Value Equity Portfolio (GQLVX) and Glenmede Quantitative U.S. Large Cap Core Equity Portfolio (GTLOX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

GQLVX vs. GTLOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GQLVX
Glenmede Quantitative U.S. Large Cap Value Equity Portfolio
1.05%14.97%10.92%9.13%-6.38%29.26%-1.79%27.33%-14.03%0.87%
GTLOX
Glenmede Quantitative U.S. Large Cap Core Equity Portfolio
-2.74%14.39%13.86%16.66%-15.37%27.05%7.41%23.27%-7.97%0.79%

Returns By Period

In the year-to-date period, GQLVX achieves a 1.05% return, which is significantly higher than GTLOX's -2.74% return.


GQLVX

1D
-0.22%
1M
-5.43%
YTD
1.05%
6M
5.16%
1Y
15.81%
3Y*
12.04%
5Y*
8.23%
10Y*

GTLOX

1D
-0.52%
1M
-7.12%
YTD
-2.74%
6M
2.61%
1Y
15.05%
3Y*
12.08%
5Y*
7.42%
10Y*
10.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


GQLVX vs. GTLOX - Expense Ratio Comparison

Both GQLVX and GTLOX have an expense ratio of 0.85%.


Return for Risk

GQLVX vs. GTLOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GQLVX
GQLVX Risk / Return Rank: 5151
Overall Rank
GQLVX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
GQLVX Sortino Ratio Rank: 5353
Sortino Ratio Rank
GQLVX Omega Ratio Rank: 5050
Omega Ratio Rank
GQLVX Calmar Ratio Rank: 4545
Calmar Ratio Rank
GQLVX Martin Ratio Rank: 5353
Martin Ratio Rank

GTLOX
GTLOX Risk / Return Rank: 4040
Overall Rank
GTLOX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
GTLOX Sortino Ratio Rank: 4444
Sortino Ratio Rank
GTLOX Omega Ratio Rank: 4343
Omega Ratio Rank
GTLOX Calmar Ratio Rank: 3333
Calmar Ratio Rank
GTLOX Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GQLVX vs. GTLOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Glenmede Quantitative U.S. Large Cap Value Equity Portfolio (GQLVX) and Glenmede Quantitative U.S. Large Cap Core Equity Portfolio (GTLOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


GQLVXGTLOXDifference

Sharpe ratio

Return per unit of total volatility

0.99

0.85

+0.14

Sortino ratio

Return per unit of downside risk

1.47

1.30

+0.17

Omega ratio

Gain probability vs. loss probability

1.21

1.19

+0.02

Calmar ratio

Return relative to maximum drawdown

1.15

0.91

+0.24

Martin ratio

Return relative to average drawdown

5.23

4.18

+1.05

GQLVX vs. GTLOX - Sharpe Ratio Comparison

The current GQLVX Sharpe Ratio is 0.99, which is comparable to the GTLOX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of GQLVX and GTLOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


GQLVXGTLOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

0.85

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.34

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.45

-0.08

Correlation

The correlation between GQLVX and GTLOX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

GQLVX vs. GTLOX - Dividend Comparison

GQLVX's dividend yield for the trailing twelve months is around 7.83%, less than GTLOX's 18.35% yield.


TTM20252024202320222021202020192018201720162015
GQLVX
Glenmede Quantitative U.S. Large Cap Value Equity Portfolio
7.83%7.91%13.45%2.41%6.06%1.34%1.88%1.71%2.12%0.21%0.00%0.00%
GTLOX
Glenmede Quantitative U.S. Large Cap Core Equity Portfolio
18.35%17.84%25.96%8.32%23.58%13.35%9.06%5.35%10.53%4.99%1.08%2.09%

Drawdowns

GQLVX vs. GTLOX - Drawdown Comparison

The maximum GQLVX drawdown since its inception was -42.79%, smaller than the maximum GTLOX drawdown of -54.09%. Use the drawdown chart below to compare losses from any high point for GQLVX and GTLOX.


Loading graphics...

Drawdown Indicators


GQLVXGTLOXDifference

Max Drawdown

Largest peak-to-trough decline

-42.79%

-54.09%

+11.30%

Max Drawdown (1Y)

Largest decline over 1 year

-12.57%

-12.45%

-0.12%

Max Drawdown (5Y)

Largest decline over 5 years

-23.16%

-32.85%

+9.69%

Max Drawdown (10Y)

Largest decline over 10 years

-38.15%

Current Drawdown

Current decline from peak

-5.89%

-12.63%

+6.74%

Average Drawdown

Average peak-to-trough decline

-7.20%

-8.38%

+1.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.80%

2.91%

-0.11%

Volatility

GQLVX vs. GTLOX - Volatility Comparison

The current volatility for Glenmede Quantitative U.S. Large Cap Value Equity Portfolio (GQLVX) is 3.61%, while Glenmede Quantitative U.S. Large Cap Core Equity Portfolio (GTLOX) has a volatility of 4.34%. This indicates that GQLVX experiences smaller price fluctuations and is considered to be less risky than GTLOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


GQLVXGTLOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.61%

4.34%

-0.73%

Volatility (6M)

Calculated over the trailing 6-month period

9.01%

10.27%

-1.26%

Volatility (1Y)

Calculated over the trailing 1-year period

17.18%

18.77%

-1.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.56%

21.77%

-4.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.14%

20.85%

+0.29%