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GTLLX vs. GTCEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GTLLX vs. GTCEX - Performance Comparison

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

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GTLLX vs. GTCEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GTLLX
Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio
-7.50%17.44%20.71%27.10%-21.69%32.91%18.80%34.86%-5.23%27.83%
GTCEX
Glenmede Strategic Equity Portfolio
-9.51%14.88%13.41%23.41%-15.53%26.60%11.39%29.53%-6.83%25.92%

Returns By Period

In the year-to-date period, GTLLX achieves a -7.50% return, which is significantly higher than GTCEX's -9.51% return. Over the past 10 years, GTLLX has outperformed GTCEX with an annualized return of 13.44%, while GTCEX has yielded a comparatively lower 11.20% annualized return.


GTLLX

1D
-0.71%
1M
-8.17%
YTD
-7.50%
6M
-4.67%
1Y
16.48%
3Y*
15.14%
5Y*
9.90%
10Y*
13.44%

GTCEX

1D
0.00%
1M
-8.75%
YTD
-9.51%
6M
-6.00%
1Y
8.16%
3Y*
11.47%
5Y*
7.85%
10Y*
11.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GTLLX vs. GTCEX - Expense Ratio Comparison

Both GTLLX and GTCEX have an expense ratio of 0.85%.


Return for Risk

GTLLX vs. GTCEX — Risk / Return Rank

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

GTLLX
GTLLX Risk / Return Rank: 3232
Overall Rank
GTLLX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
GTLLX Sortino Ratio Rank: 3838
Sortino Ratio Rank
GTLLX Omega Ratio Rank: 3535
Omega Ratio Rank
GTLLX Calmar Ratio Rank: 2626
Calmar Ratio Rank
GTLLX Martin Ratio Rank: 2929
Martin Ratio Rank

GTCEX
GTCEX Risk / Return Rank: 1919
Overall Rank
GTCEX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
GTCEX Sortino Ratio Rank: 2121
Sortino Ratio Rank
GTCEX Omega Ratio Rank: 2020
Omega Ratio Rank
GTCEX Calmar Ratio Rank: 1616
Calmar Ratio Rank
GTCEX Martin Ratio Rank: 1717
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.

GTLLX vs. GTCEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio (GTLLX) and Glenmede Strategic Equity Portfolio (GTCEX). 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.


GTLLXGTCEXDifference

Sharpe ratio

Return per unit of total volatility

0.74

0.52

+0.22

Sortino ratio

Return per unit of downside risk

1.20

0.86

+0.34

Omega ratio

Gain probability vs. loss probability

1.16

1.12

+0.04

Calmar ratio

Return relative to maximum drawdown

0.74

0.48

+0.26

Martin ratio

Return relative to average drawdown

3.07

1.66

+1.40

GTLLX vs. GTCEX - Sharpe Ratio Comparison

The current GTLLX Sharpe Ratio is 0.74, which is higher than the GTCEX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of GTLLX and GTCEX, 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


GTLLXGTCEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.74

0.52

+0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.38

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.56

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.41

+0.08

Correlation

The correlation between GTLLX and GTCEX 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

GTLLX vs. GTCEX - Dividend Comparison

GTLLX's dividend yield for the trailing twelve months is around 16.57%, less than GTCEX's 27.60% yield.


TTM20252024202320222021202020192018201720162015
GTLLX
Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio
16.57%15.33%40.42%4.91%7.93%20.20%15.12%14.10%16.97%2.29%0.58%0.61%
GTCEX
Glenmede Strategic Equity Portfolio
27.60%24.98%11.57%19.78%8.28%11.00%6.12%2.66%2.28%7.61%7.65%9.50%

Drawdowns

GTLLX vs. GTCEX - Drawdown Comparison

The maximum GTLLX drawdown since its inception was -54.32%, roughly equal to the maximum GTCEX drawdown of -52.79%. Use the drawdown chart below to compare losses from any high point for GTLLX and GTCEX.


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Drawdown Indicators


GTLLXGTCEXDifference

Max Drawdown

Largest peak-to-trough decline

-54.32%

-52.79%

-1.53%

Max Drawdown (1Y)

Largest decline over 1 year

-12.16%

-12.11%

-0.05%

Max Drawdown (5Y)

Largest decline over 5 years

-41.54%

-24.38%

-17.16%

Max Drawdown (10Y)

Largest decline over 10 years

-41.54%

-35.61%

-5.93%

Current Drawdown

Current decline from peak

-23.82%

-12.11%

-11.71%

Average Drawdown

Average peak-to-trough decline

-8.56%

-10.64%

+2.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.31%

3.49%

-0.18%

Volatility

GTLLX vs. GTCEX - Volatility Comparison

Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio (GTLLX) has a higher volatility of 5.32% compared to Glenmede Strategic Equity Portfolio (GTCEX) at 4.01%. This indicates that GTLLX's price experiences larger fluctuations and is considered to be riskier than GTCEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GTLLXGTCEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.32%

4.01%

+1.31%

Volatility (6M)

Calculated over the trailing 6-month period

12.77%

8.91%

+3.86%

Volatility (1Y)

Calculated over the trailing 1-year period

22.16%

16.98%

+5.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.85%

21.07%

+7.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.89%

20.23%

+4.66%