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GTLLX vs. GTCSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GTLLX vs. GTCSX - 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 Small Cap Equity Portfolio (GTCSX). The values are adjusted to include any dividend payments, if applicable.

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GTLLX vs. GTCSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GTLLX
Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio
-3.91%17.44%20.71%27.10%-21.69%32.91%18.80%34.86%-5.23%27.83%
GTCSX
Glenmede Small Cap Equity Portfolio
-2.05%-1.95%8.50%16.93%-10.91%28.87%15.65%21.12%-16.17%15.80%

Returns By Period

In the year-to-date period, GTLLX achieves a -3.91% return, which is significantly lower than GTCSX's -2.05% return. Over the past 10 years, GTLLX has outperformed GTCSX with an annualized return of 13.87%, while GTCSX has yielded a comparatively lower 8.32% annualized return.


GTLLX

1D
3.87%
1M
-4.30%
YTD
-3.91%
6M
-1.68%
1Y
20.37%
3Y*
16.61%
5Y*
10.38%
10Y*
13.87%

GTCSX

1D
2.32%
1M
-6.16%
YTD
-2.05%
6M
-0.58%
1Y
7.06%
3Y*
5.38%
5Y*
3.90%
10Y*
8.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GTLLX vs. GTCSX - Expense Ratio Comparison

GTLLX has a 0.85% expense ratio, which is lower than GTCSX's 0.92% expense ratio.


Return for Risk

GTLLX vs. GTCSX — Risk / Return Rank

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

GTLLX
GTLLX Risk / Return Rank: 4848
Overall Rank
GTLLX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
GTLLX Sortino Ratio Rank: 5050
Sortino Ratio Rank
GTLLX Omega Ratio Rank: 4545
Omega Ratio Rank
GTLLX Calmar Ratio Rank: 4949
Calmar Ratio Rank
GTLLX Martin Ratio Rank: 5050
Martin Ratio Rank

GTCSX
GTCSX Risk / Return Rank: 1010
Overall Rank
GTCSX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
GTCSX Sortino Ratio Rank: 1111
Sortino Ratio Rank
GTCSX Omega Ratio Rank: 1010
Omega Ratio Rank
GTCSX Calmar Ratio Rank: 99
Calmar Ratio Rank
GTCSX Martin Ratio Rank: 1010
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. GTCSX - 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 Small Cap Equity Portfolio (GTCSX). 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.


GTLLXGTCSXDifference

Sharpe ratio

Return per unit of total volatility

0.95

0.32

+0.63

Sortino ratio

Return per unit of downside risk

1.48

0.63

+0.86

Omega ratio

Gain probability vs. loss probability

1.20

1.08

+0.12

Calmar ratio

Return relative to maximum drawdown

1.29

0.32

+0.97

Martin ratio

Return relative to average drawdown

5.23

1.10

+4.13

GTLLX vs. GTCSX - Sharpe Ratio Comparison

The current GTLLX Sharpe Ratio is 0.95, which is higher than the GTCSX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of GTLLX and GTCSX, 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


GTLLXGTCSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

0.32

+0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.19

+0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.36

+0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.35

+0.15

Correlation

The correlation between GTLLX and GTCSX is 0.84, 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. GTCSX - Dividend Comparison

GTLLX's dividend yield for the trailing twelve months is around 15.95%, more than GTCSX's 8.42% yield.


TTM20252024202320222021202020192018201720162015
GTLLX
Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio
15.95%15.33%40.42%4.91%7.93%20.20%15.12%14.10%16.97%2.29%0.58%0.61%
GTCSX
Glenmede Small Cap Equity Portfolio
8.42%8.24%4.29%8.45%12.65%4.43%0.14%0.23%19.39%10.74%1.94%1.11%

Drawdowns

GTLLX vs. GTCSX - Drawdown Comparison

The maximum GTLLX drawdown since its inception was -54.32%, smaller than the maximum GTCSX drawdown of -59.45%. Use the drawdown chart below to compare losses from any high point for GTLLX and GTCSX.


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Drawdown Indicators


GTLLXGTCSXDifference

Max Drawdown

Largest peak-to-trough decline

-54.32%

-59.45%

+5.13%

Max Drawdown (1Y)

Largest decline over 1 year

-12.16%

-14.63%

+2.47%

Max Drawdown (5Y)

Largest decline over 5 years

-41.54%

-28.54%

-13.00%

Max Drawdown (10Y)

Largest decline over 10 years

-41.54%

-49.50%

+7.96%

Current Drawdown

Current decline from peak

-20.87%

-11.74%

-9.13%

Average Drawdown

Average peak-to-trough decline

-8.56%

-12.05%

+3.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.20%

4.32%

-1.12%

Volatility

GTLLX vs. GTCSX - Volatility Comparison

Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio (GTLLX) has a higher volatility of 6.78% compared to Glenmede Small Cap Equity Portfolio (GTCSX) at 5.85%. This indicates that GTLLX's price experiences larger fluctuations and is considered to be riskier than GTCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GTLLXGTCSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.78%

5.85%

+0.93%

Volatility (6M)

Calculated over the trailing 6-month period

13.31%

12.73%

+0.58%

Volatility (1Y)

Calculated over the trailing 1-year period

22.44%

23.20%

-0.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.90%

20.91%

+7.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.92%

23.35%

+1.57%