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Glenmede Small Capitalization Equity Portfolio Institutional Shares: (MF: GTSCX)

(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET

$35.42 USD

+0.01 (0.03%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2024

Total Return %* Percentile Rank Objective
YTD -1.46 68
3 months 1.48 64
6 months 17.92 68
1 Year 12.35 60
3 Year 3.73 11
5 Year 9.78 12
10 Year 8.21 32

* 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) 731.53

Load Adjusted Returns as of Apr 30, 2024

1 Year 18.00
5 Year 12.19
10 Year 8.53
Since Inception 8.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 4.82 NA NA NA
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
2019 12.42 1.49 -3.60 10.31

Annual Return

20242023202220212020201920182017201620152014
% Total Return -1.4617.27-10.4829.0915.9421.32-15.7116.0118.28-3.633.26
% Total Return Rel to Index -7.50-8.977.720.41-2.45-10.16-11.32-5.786.35-5.02-10.37
% Total Return Rel to Peer -1.521.199.039.78-3.04-4.10-4.940.412.331.090.59
% Perf Quintile vs Peer* 0.002.001.002.003.005.005.002.003.003.004.00
% Dividends 0.010.240.200.110.090.090.080.030.070.040.03
% Yield 0.010.650.560.260.280.340.300.080.220.150.11
Capital Gains ($) 0.002.473.551.560.000.004.103.220.520.001.02
Expense Ratio 0.000.750.730.720.740.730.700.700.710.710.74

* 1 = Top 20%, 5 = Bottom 20%