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GTCIX vs. RESGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GTCIX vs. RESGX - Performance Comparison

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

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GTCIX vs. RESGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GTCIX
Glenmede Quantitative International Equity Portfolio
1.90%39.90%8.60%19.16%-11.88%12.56%1.86%18.00%-16.26%22.46%
RESGX
Glenmede Responsible ESG U.S. Equity Portfolio
3.47%10.30%11.40%15.59%-14.71%26.58%9.57%24.25%-6.47%22.82%

Returns By Period

In the year-to-date period, GTCIX achieves a 1.90% return, which is significantly lower than RESGX's 3.47% return. Over the past 10 years, GTCIX has underperformed RESGX with an annualized return of 8.69%, while RESGX has yielded a comparatively higher 10.97% annualized return.


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%

RESGX

1D
-0.36%
1M
-3.14%
YTD
3.47%
6M
6.55%
1Y
20.06%
3Y*
11.92%
5Y*
6.91%
10Y*
10.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GTCIX vs. RESGX - Expense Ratio Comparison

GTCIX has a 1.00% expense ratio, which is higher than RESGX's 0.85% expense ratio.


Return for Risk

GTCIX vs. RESGX — Risk / Return Rank

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

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

RESGX
RESGX Risk / Return Rank: 5858
Overall Rank
RESGX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
RESGX Sortino Ratio Rank: 6363
Sortino Ratio Rank
RESGX Omega Ratio Rank: 6060
Omega Ratio Rank
RESGX Calmar Ratio Rank: 5252
Calmar Ratio Rank
RESGX Martin Ratio Rank: 5555
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.

GTCIX vs. RESGX - Risk-Adjusted Trends Comparison

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


GTCIXRESGXDifference

Sharpe ratio

Return per unit of total volatility

1.92

1.10

+0.81

Sortino ratio

Return per unit of downside risk

2.47

1.62

+0.84

Omega ratio

Gain probability vs. loss probability

1.39

1.23

+0.16

Calmar ratio

Return relative to maximum drawdown

2.23

1.25

+0.98

Martin ratio

Return relative to average drawdown

9.94

5.36

+4.59

GTCIX vs. RESGX - Sharpe Ratio Comparison

The current GTCIX Sharpe Ratio is 1.92, which is higher than the RESGX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of GTCIX and RESGX, 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


GTCIXRESGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.92

1.10

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

0.41

+0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.59

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.60

-0.29

Correlation

The correlation between GTCIX and RESGX is 0.65, 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

GTCIX vs. RESGX - Dividend Comparison

GTCIX's dividend yield for the trailing twelve months is around 4.42%, less than RESGX's 7.96% yield.


TTM20252024202320222021202020192018201720162015
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%
RESGX
Glenmede Responsible ESG U.S. Equity Portfolio
7.96%8.24%13.38%9.08%8.17%9.98%0.82%1.90%5.09%0.94%0.72%0.00%

Drawdowns

GTCIX vs. RESGX - Drawdown Comparison

The maximum GTCIX drawdown since its inception was -63.63%, which is greater than RESGX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for GTCIX and RESGX.


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Drawdown Indicators


GTCIXRESGXDifference

Max Drawdown

Largest peak-to-trough decline

-63.63%

-37.80%

-25.83%

Max Drawdown (1Y)

Largest decline over 1 year

-10.77%

-12.66%

+1.89%

Max Drawdown (5Y)

Largest decline over 5 years

-26.23%

-23.58%

-2.65%

Max Drawdown (10Y)

Largest decline over 10 years

-39.50%

-37.80%

-1.70%

Current Drawdown

Current decline from peak

-9.46%

-6.61%

-2.85%

Average Drawdown

Average peak-to-trough decline

-13.17%

-5.08%

-8.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.74%

3.15%

-0.41%

Volatility

GTCIX vs. RESGX - Volatility Comparison

Glenmede Quantitative International Equity Portfolio (GTCIX) has a higher volatility of 5.13% compared to Glenmede Responsible ESG U.S. Equity Portfolio (RESGX) at 4.04%. This indicates that GTCIX's price experiences larger fluctuations and is considered to be riskier than RESGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GTCIXRESGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.13%

4.04%

+1.09%

Volatility (6M)

Calculated over the trailing 6-month period

8.46%

10.79%

-2.33%

Volatility (1Y)

Calculated over the trailing 1-year period

14.92%

18.95%

-4.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.39%

17.13%

-3.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.34%

18.63%

-3.29%