Nasdaq - Delayed Quote USD

Glenmede Small Cap Equity Portfolio (GTCSX)

31.32 -0.09 (-0.29%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.25%
5y Average Return 9.77%
Number of Years Up 26
Number of Years Down 6
Best 1Y Total Return (Apr 24, 2024) 47.91%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 47.91%
Worst 3Y Total Return 4.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GTCSX
Category
YTD
4.78%
20.19%
1-Month
3.85%
0.02%
3-Month
4.78%
4.36%
1-Year
17.76%
60.18%
3-Year
7.44%
11.32%
5-Year
11.97%
13.88%
10-Year
8.42%
11.19%
Last Bull Market
54.51%
27.98%
Last Bear Market
-15.07%
-24.08%

Annual Total Return (%) History

Year
GTCSX
Category
2024
--
--
2023
17.02%
--
2022
-10.66%
--
2021
28.88%
--
2020
15.65%
10.99%
2019
21.12%
23.75%
2018
-15.89%
-12.72%
2017
15.74%
12.28%

2016
18.09%
20.78%
2015
-2.93%
-5.38%
2014
3.07%
3.79%
2013
47.91%
37.39%
2012
16.73%
15.46%
2011
0.09%
-4.07%
2010
27.20%
25.61%
2009
30.50%
31.80%
2008
-36.72%
-36.56%
2007
4.59%
-1.10%
2006
15.70%
15.03%
2005
4.50%
6.75%
2004
21.33%
18.94%
2003
34.54%
43.41%
2002
-11.09%
-16.22%
2001
10.72%
8.92%
2000
15.25%
11.89%
1999
1.41%
19.95%
1998
-13.46%
-3.03%
1997
29.92%
26.36%
1996
25.10%
21.50%
1995
27.59%
27.21%
1994
2.96%
-1.76%
1993
21.40%
17.65%
1992
12.46%
13.94%
1991
--
40.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.78% -- -- --
2023 4.12% 4.58% -5.02% 13.16%
2022 -0.22% -15.07% -4.86% 10.80%
2021 13.82% 4.57% 0.34% 7.92%
2020 -35.24% 27.95% 6.17% 31.47%
2019 12.35% 1.45% -3.66% 10.30%
2018 -1.03% 5.84% 2.93% -21.98%
2017 3.05% 2.63% 4.13% 5.10%
2016 0.87% 0.41% 6.32% 9.68%
2015 5.17% 0.14% -10.73% 3.25%

2014 1.37% 2.58% -9.13% 9.07%
2013 13.67% 5.38% 13.54% 8.76%
2012 13.72% -5.94% 6.63% 2.35%
2011 12.49% 1.32% -22.13% 12.78%
2010 7.88% -9.47% 9.92% 18.48%
2009 -13.63% 24.89% 18.51% 2.09%
2008 -12.21% -0.35% -3.88% -24.75%
2007 1.76% 9.49% -0.89% -5.28%
2006 12.54% -4.11% -0.48% 7.73%
2005 -3.27% 4.27% 1.11% 2.46%
2004 3.35% 2.84% -1.03% 15.35%
2003 -2.00% 18.17% 2.74% 13.08%
2002 7.59% -4.77% -16.05% 3.36%
2001 -1.87% 13.79% -11.04% 11.46%
2000 4.97% 3.35% 4.35% 1.80%
1999 -13.09% 16.24% -5.30% 6.00%
1998 7.05% -7.43% -20.27% 9.54%
1997 0.45% 14.72% 13.47% -0.65%
1996 1.73% 4.54% 4.38% 12.71%
1995 6.14% 6.16% 13.33% -0.08%
1994 -1.70% -2.49% 7.99% -0.53%
1993 5.41% 3.46% 10.40% 0.83%
1992 -0.36% -8.89% 5.23% 17.72%
1991 -3.05% 12.81% 1.54% --

Rank in Category (By Total Return)

YTD 64
1-Month 46
3-Month 64
1-Year 64
3-Year 10
5-Year 12

Load Adjusted Returns

1-Year 17.76%
3-Year 7.44%
5-Year 11.97%
10-Year 8.42%

Performance & Risk

YTD Return -0.25%
5y Average Return 9.77%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Glenmede
Net Assets 1.27B
YTD Return 4.78%
Yield 0.52%
Morningstar Rating
Inception Date Jan 02, 1998

Fund Summary

The fund normally invests at least 80% of the value of its net assets (including borrowings for investment purposes) in equity securities, such as common stocks and preferred stocks, of U.S. small cap companies that the Advisor believes are undervalued. Small cap companies include companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 2000® Index at its last rebalancing.

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