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Nasdaq - Delayed Quote USD

Glenmede Small Cap Equity Instl (GTSCX)

31.00
+0.80
+(2.65%)
At close: 8:01:05 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 48.20%
Worst 1Y Total Return --
Number of Years Up 21
Number of Years Down 5

Performance & Risk

YTD Return -12.26%
5y Average Return 15.78%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
GTSCXCategory AverageGTSCXCategory AverageGTSCXCategory Average
Alpha -7.7 -0.09 -0.46 -0.06 -6.18 -0.06
BETA 1.13 0.01 1.09 0.01 1.21 0.01
Mean Annual Return 0.27 0.01 1.63 0.01 0.77 0.01
R-squared 74.9 0.83 72.15 0.77 75.64 0.78
Standard Deviation 22.42 0.26 21.64 0.21 21.43 0.19
Sharpe Ratio -0.06 0 0.77 0.01 0.34 0.01
Treynor Ratio -3.42 0.08 14.62 0.1 4.22 0.09

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