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The Glenmede Fund, Inc. - Equity Income Portfolio (GEQIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.84+0.01 (+0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.63%
5-year average return8.67%
Number of years up5
Number of years down2
Best 1-yr total return (2 Jul 2024)27.52%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return27.52%
Worst 3-yr total return8.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGEQIXCategory
YTD2.93%4.44%
1-month-0.99%-4.04%
3-month-3.49%4.09%
1-year7.07%14.37%
3-year5.10%6.04%
5-year9.10%9.20%
10-year0.00%8.57%
Last bull market19.28%22.97%
Last bear market-9.15%-11.27%

Annual total return (%) history

Year
GEQIXCategory
2024
N/AN/A
2023
7.88%11.63%
2022
-5.15%-5.90%
2021
27.52%26.22%
2020
6.74%2.91%
2019
25.12%25.04%
2018
-5.39%-8.53%
2017
18.25%15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.65%-3.49%N/AN/A
2023-0.55%4.29%-4.49%8.91%
2022-5.12%-9.15%-4.31%14.99%
20219.51%5.66%-0.69%10.98%
2020-22.42%18.45%4.21%11.47%
201911.21%4.35%2.03%5.68%
2018-2.25%1.67%5.97%-10.17%
20174.30%2.41%3.80%6.66%

Rank in category (by total return)

YTD95
1-month69
3-month87
1-year95
3-year76
5-year65

Load adjusted returns

1-year7.07%
3-year5.10%
5-year9.10%
10-yearN/A