Glenmede Small Capitalization Equity Portfolio Institutional Shares: (MF: GTSCX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$34.44 USD
+1.35 (4.08%)
Latest Performance as of Jul 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -8.66 | 98 |
3 months | 7.81 | 87 |
6 months | -11.25 | 98 |
1 Year | -11.12 | 98 |
3 Year | 4.16 | 84 |
5 Year | 12.16 | 31 |
10 Year | 7.24 | 58 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 133.86 |
Bear Market (10/07 - 2/09) | -52.88 |
Bull Market (2/09 - 3/21) | 687.54 |
Load Adjusted Returns as of Jul 31, 2025
1 Year | -2.62 |
5 Year | 13.42 |
10 Year | 7.17 |
Since Inception | 7.93 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -10.49 | 1.91 | NA | NA |
2024 | 4.82 | -2.85 | 7.72 | -0.90 |
2023 | 4.16 | 4.63 | -4.96 | 13.22 |
2022 | -0.17 | -15.03 | -4.79 | 10.86 |
2021 | 13.87 | 4.61 | 0.39 | 7.93 |
2020 | -35.22 | 28.13 | 6.17 | 31.56 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -8.66 | 8.69 | 17.27 | -10.48 | 29.09 | 15.94 | 21.32 | -15.71 | 16.01 | 18.28 | -3.63 |
% Total Return Rel to Index | -17.25 | -16.32 | -8.97 | 7.72 | 0.41 | -2.45 | -10.16 | -11.32 | -5.78 | 6.35 | -5.02 |
% Total Return Rel to Peer | -8.06 | -3.23 | 1.19 | 9.03 | 9.78 | -3.04 | -4.10 | -4.94 | 0.41 | 2.33 | 1.09 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 1.00 | 2.00 | 3.00 | 5.00 | 5.00 | 2.00 | 3.00 | 3.00 |
% Dividends | 0.08 | 0.19 | 0.24 | 0.20 | 0.11 | 0.09 | 0.09 | 0.08 | 0.03 | 0.07 | 0.04 |
% Yield | 0.26 | 0.51 | 0.59 | 0.56 | 0.26 | 0.28 | 0.34 | 0.30 | 0.08 | 0.22 | 0.15 |
Capital Gains ($) | 0.00 | 1.27 | 2.47 | 3.55 | 1.56 | 0.00 | 0.00 | 4.10 | 3.22 | 0.52 | 0.00 |
Expense Ratio | 0.71 | 0.74 | 0.75 | 0.73 | 0.72 | 0.74 | 0.73 | 0.70 | 0.70 | 0.71 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%