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GQSCX vs. GTLOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GQSCX vs. GTLOX - 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 U.S. Large Cap Core Equity Portfolio (GTLOX). The values are adjusted to include any dividend payments, if applicable.

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GQSCX vs. GTLOX - 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%
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, GQSCX achieves a -0.65% return, which is significantly higher than GTLOX's -2.74% return.


GQSCX

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

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GQSCX vs. GTLOX - Expense Ratio Comparison

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


Return for Risk

GQSCX vs. GTLOX — 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

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.

GQSCX vs. GTLOX - 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 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.


GQSCXGTLOXDifference

Sharpe ratio

Return per unit of total volatility

1.09

0.85

+0.23

Sortino ratio

Return per unit of downside risk

1.64

1.30

+0.34

Omega ratio

Gain probability vs. loss probability

1.21

1.19

+0.03

Calmar ratio

Return relative to maximum drawdown

1.35

0.91

+0.44

Martin ratio

Return relative to average drawdown

5.66

4.18

+1.48

GQSCX vs. GTLOX - Sharpe Ratio Comparison

The current GQSCX Sharpe Ratio is 1.09, which is comparable to the GTLOX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of GQSCX 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.


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Sharpe Ratios by Period


GQSCXGTLOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

0.85

+0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.34

+0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.45

-0.07

Correlation

The correlation between GQSCX and GTLOX is 0.86, 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

GQSCX vs. GTLOX - Dividend Comparison

GQSCX's dividend yield for the trailing twelve months is around 3.03%, less than GTLOX's 18.35% 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%
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

GQSCX vs. GTLOX - Drawdown Comparison

The maximum GQSCX drawdown since its inception was -46.87%, smaller than the maximum GTLOX drawdown of -54.09%. Use the drawdown chart below to compare losses from any high point for GQSCX and GTLOX.


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Drawdown Indicators


GQSCXGTLOXDifference

Max Drawdown

Largest peak-to-trough decline

-46.87%

-54.09%

+7.22%

Max Drawdown (1Y)

Largest decline over 1 year

-13.78%

-12.45%

-1.33%

Max Drawdown (5Y)

Largest decline over 5 years

-28.83%

-32.85%

+4.02%

Max Drawdown (10Y)

Largest decline over 10 years

-38.15%

Current Drawdown

Current decline from peak

-8.38%

-12.63%

+4.25%

Average Drawdown

Average peak-to-trough decline

-8.32%

-8.38%

+0.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.66%

2.91%

+0.75%

Volatility

GQSCX vs. GTLOX - Volatility Comparison

Glenmede Quantitative U.S. Small Cap Equity Portfolio (GQSCX) has a higher volatility of 5.75% compared to Glenmede Quantitative U.S. Large Cap Core Equity Portfolio (GTLOX) at 4.34%. This indicates that GQSCX's price experiences larger fluctuations and is considered to be riskier than GTLOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GQSCXGTLOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.75%

4.34%

+1.41%

Volatility (6M)

Calculated over the trailing 6-month period

12.91%

10.27%

+2.64%

Volatility (1Y)

Calculated over the trailing 1-year period

22.49%

18.77%

+3.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.87%

21.77%

+0.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.94%

20.85%

+4.09%