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GQSCX vs. GTCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GQSCX vs. GTCIX - Performance Comparison

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

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GQSCX vs. GTCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GQSCX
Glenmede Quantitative U.S. Small Cap Equity Portfolio
-0.65%12.22%11.49%18.94%-8.48%31.77%7.60%22.17%-11.32%1.07%
GTCIX
Glenmede Quantitative International Equity Portfolio
1.90%39.90%8.60%19.16%-11.88%12.56%1.86%18.00%-16.26%1.05%

Returns By Period

In the year-to-date period, GQSCX achieves a -0.65% return, which is significantly lower than GTCIX's 1.90% return.


GQSCX

1D
-0.78%
1M
-6.99%
YTD
-0.65%
6M
5.80%
1Y
24.83%
3Y*
13.29%
5Y*
8.59%
10Y*

GTCIX

1D
-0.29%
1M
-9.46%
YTD
1.90%
6M
9.11%
1Y
30.44%
3Y*
19.31%
5Y*
11.71%
10Y*
8.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GQSCX vs. GTCIX - Expense Ratio Comparison

GQSCX has a 0.85% expense ratio, which is lower than GTCIX's 1.00% expense ratio.


Return for Risk

GQSCX vs. GTCIX — Risk / Return Rank

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

GQSCX
GQSCX Risk / Return Rank: 5959
Overall Rank
GQSCX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
GQSCX Sortino Ratio Rank: 6565
Sortino Ratio Rank
GQSCX Omega Ratio Rank: 5454
Omega Ratio Rank
GQSCX Calmar Ratio Rank: 5858
Calmar Ratio Rank
GQSCX Martin Ratio Rank: 5959
Martin Ratio Rank

GTCIX
GTCIX Risk / Return Rank: 8989
Overall Rank
GTCIX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
GTCIX Sortino Ratio Rank: 8989
Sortino Ratio Rank
GTCIX Omega Ratio Rank: 8989
Omega Ratio Rank
GTCIX Calmar Ratio Rank: 8686
Calmar Ratio Rank
GTCIX Martin Ratio Rank: 8989
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.

GQSCX vs. GTCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Glenmede Quantitative U.S. Small Cap Equity Portfolio (GQSCX) and Glenmede Quantitative International Equity Portfolio (GTCIX). 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.


GQSCXGTCIXDifference

Sharpe ratio

Return per unit of total volatility

1.09

1.92

-0.83

Sortino ratio

Return per unit of downside risk

1.64

2.47

-0.82

Omega ratio

Gain probability vs. loss probability

1.21

1.39

-0.18

Calmar ratio

Return relative to maximum drawdown

1.35

2.23

-0.88

Martin ratio

Return relative to average drawdown

5.66

9.94

-4.29

GQSCX vs. GTCIX - Sharpe Ratio Comparison

The current GQSCX Sharpe Ratio is 1.09, which is lower than the GTCIX Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of GQSCX and GTCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GQSCXGTCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

1.92

-0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.88

-0.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.31

+0.07

Correlation

The correlation between GQSCX and GTCIX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

GQSCX vs. GTCIX - Dividend Comparison

GQSCX's dividend yield for the trailing twelve months is around 3.03%, less than GTCIX's 4.42% yield.


TTM20252024202320222021202020192018201720162015
GQSCX
Glenmede Quantitative U.S. Small Cap Equity Portfolio
3.03%3.01%10.53%0.70%9.45%10.41%0.51%0.59%0.77%0.14%0.00%0.00%
GTCIX
Glenmede Quantitative International Equity Portfolio
4.42%4.50%9.25%2.75%3.14%3.09%2.08%2.95%2.62%1.75%1.83%0.71%

Drawdowns

GQSCX vs. GTCIX - Drawdown Comparison

The maximum GQSCX drawdown since its inception was -46.87%, smaller than the maximum GTCIX drawdown of -63.63%. Use the drawdown chart below to compare losses from any high point for GQSCX and GTCIX.


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Drawdown Indicators


GQSCXGTCIXDifference

Max Drawdown

Largest peak-to-trough decline

-46.87%

-63.63%

+16.76%

Max Drawdown (1Y)

Largest decline over 1 year

-13.78%

-10.77%

-3.01%

Max Drawdown (5Y)

Largest decline over 5 years

-28.83%

-26.23%

-2.60%

Max Drawdown (10Y)

Largest decline over 10 years

-39.50%

Current Drawdown

Current decline from peak

-8.38%

-9.46%

+1.08%

Average Drawdown

Average peak-to-trough decline

-8.32%

-13.17%

+4.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.66%

2.74%

+0.92%

Volatility

GQSCX vs. GTCIX - Volatility Comparison

Glenmede Quantitative U.S. Small Cap Equity Portfolio (GQSCX) has a higher volatility of 5.75% compared to Glenmede Quantitative International Equity Portfolio (GTCIX) at 5.13%. This indicates that GQSCX's price experiences larger fluctuations and is considered to be riskier than GTCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GQSCXGTCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.75%

5.13%

+0.62%

Volatility (6M)

Calculated over the trailing 6-month period

12.91%

8.46%

+4.45%

Volatility (1Y)

Calculated over the trailing 1-year period

22.49%

14.92%

+7.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.87%

13.39%

+8.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.94%

15.34%

+9.60%