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RESGX vs. GTCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RESGX vs. GTCIX - Performance Comparison

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

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RESGX vs. GTCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
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%

Returns By Period

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


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%

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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RESGX vs. GTCIX - Expense Ratio Comparison

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


Return for Risk

RESGX vs. GTCIX — Risk / Return Rank

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

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

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.

RESGX vs. GTCIX - Risk-Adjusted Trends Comparison

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


RESGXGTCIXDifference

Sharpe ratio

Return per unit of total volatility

1.10

1.92

-0.81

Sortino ratio

Return per unit of downside risk

1.62

2.47

-0.84

Omega ratio

Gain probability vs. loss probability

1.23

1.39

-0.16

Calmar ratio

Return relative to maximum drawdown

1.25

2.23

-0.98

Martin ratio

Return relative to average drawdown

5.36

9.94

-4.59

RESGX vs. GTCIX - Sharpe Ratio Comparison

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


RESGXGTCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.92

-0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

0.88

-0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.57

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.31

+0.29

Correlation

The correlation between RESGX and GTCIX 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

RESGX vs. GTCIX - Dividend Comparison

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


TTM20252024202320222021202020192018201720162015
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%
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

RESGX vs. GTCIX - Drawdown Comparison

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


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Drawdown Indicators


RESGXGTCIXDifference

Max Drawdown

Largest peak-to-trough decline

-37.80%

-63.63%

+25.83%

Max Drawdown (1Y)

Largest decline over 1 year

-12.66%

-10.77%

-1.89%

Max Drawdown (5Y)

Largest decline over 5 years

-23.58%

-26.23%

+2.65%

Max Drawdown (10Y)

Largest decline over 10 years

-37.80%

-39.50%

+1.70%

Current Drawdown

Current decline from peak

-6.61%

-9.46%

+2.85%

Average Drawdown

Average peak-to-trough decline

-5.08%

-13.17%

+8.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.15%

2.74%

+0.41%

Volatility

RESGX vs. GTCIX - Volatility Comparison

The current volatility for Glenmede Responsible ESG U.S. Equity Portfolio (RESGX) is 4.04%, while Glenmede Quantitative International Equity Portfolio (GTCIX) has a volatility of 5.13%. This indicates that RESGX experiences smaller price fluctuations and is considered to be less risky 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


RESGXGTCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.04%

5.13%

-1.09%

Volatility (6M)

Calculated over the trailing 6-month period

10.79%

8.46%

+2.33%

Volatility (1Y)

Calculated over the trailing 1-year period

18.95%

14.92%

+4.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.13%

13.39%

+3.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.63%

15.34%

+3.29%