- ISIN
- US8174181060
- CUSIP
- 817418106
- Issuer
- Sequoia
- Inception Date
- Jul 15, 1970
- Category
- Large Cap Growth Equities
- Min. Investment
- $5,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
SEQUX Performance Chart
Sequoia Fund (SEQUX) is down 1.7% since the beginning of the year. SEQUX is currently trading at $199 per share. Investors who bought $1,000 worth of SEQUX shares 5 years ago would now be looking at an investment worth $1,444.
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Returns By Period
Sequoia Fund (SEQUX) has returned -1.74% so far this year and 5.36% over the past 12 months. Over the last ten years, SEQUX has returned 12.28% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Sequoia Fund
- 1D
- 0.41%
- 1M
- 1.72%
- YTD
- -1.74%
- 6M
- -1.72%
- 1Y
- 5.36%
- 3Y*
- 18.00%
- 5Y*
- 7.63%
- 10Y*
- 12.28%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SEQUX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1990, SEQUX's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.
Historically, 63% of months were positive and 37% were negative. The best month was Mar 2000 with a return of +16.4%, while the worst month was Mar 2020 at -16.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SEQUX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +9.8%, while the worst single day was Mar 16, 2020 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.38% | -1.51% | -9.33% | 7.89% | 2.55% | -0.17% | -1.74% | ||||||
| 2025 | 6.84% | 0.10% | -2.15% | 2.22% | 5.13% | 6.41% | -1.36% | 1.50% | 1.51% | -2.32% | -1.14% | 3.88% | 22.01% |
| 2024 | 1.62% | 4.99% | 3.10% | -3.00% | 4.10% | 1.56% | 3.68% | 1.30% | 2.00% | -1.68% | 5.23% | -3.40% | 20.77% |
| 2023 | 8.25% | -2.61% | 0.48% | 1.70% | 0.09% | 4.72% | 6.21% | -2.25% | -3.76% | -2.86% | 8.90% | 7.10% | 27.83% |
| 2022 | -8.53% | -4.63% | 0.22% | -12.00% | 1.60% | -9.66% | 8.08% | -5.85% | -11.24% | 5.11% | 7.89% | -4.06% | -30.61% |
| 2021 | 0.97% | 4.59% | 2.84% | 4.56% | 0.65% | 1.53% | 0.30% | 4.86% | -3.94% | 5.33% | -1.13% | 2.68% | 25.35% |
Benchmark Metrics
Sequoia Fund has an annualized alpha of 4.58%, beta of 0.74, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since January 02, 1990.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (87.32%) than losses (74.63%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 4.58% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 4.58%
- Beta
- 0.74
- R²
- 0.68
- Upside Capture
- 87.32%
- Downside Capture
- 74.63%
Expense Ratio
SEQUX has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SEQUX ranks 5 for risk / return — in the bottom 5% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Sequoia Fund (SEQUX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SEQUX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.37 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | 2.78 | -2.45 |
| Martin ratioReturn relative to average drawdown | 0.99 | 12.44 | -11.45 |
Dividends
Dividend History
Sequoia Fund provided a 9.99% dividend yield over the last twelve months, with an annual payout of $19.91 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $19.91 | $19.72 | $9.11 | $0.00 | $3.86 | $27.42 | $22.90 | $12.81 | $33.99 | $23.26 | $30.39 | $10.51 |
Dividend yield | 9.99% | 9.72% | 4.97% | 0.00% | 3.09% | 14.82% | 13.50% | 8.14% | 25.71% | 13.72% | 18.84% | 5.07% |
Monthly Dividends
The table displays the monthly dividend distributions for Sequoia Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.80 | $0.00 | $0.00 | $0.00 | $0.00 | $10.92 | $0.00 | $19.72 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.11 | $0.00 | $9.11 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.86 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.86 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.28 | $0.00 | $0.00 | $0.00 | $0.00 | $23.14 | $0.00 | $27.42 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Sequoia Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Sequoia Fund was 45.81%, occurring on Mar 9, 2009. Recovery took 482 trading sessions.
The current Sequoia Fund drawdown is 5.66%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -45.81%Mar 2009 | 1y 2mo | 1y 11mo | 3y 1moDec 2007 - Feb 2011 |
Bear market2022 | -38.07%Oct 2022 | 11mo 6d | 1y 9mo | 2y 8moNov 2021 - Jul 2024 |
COVID crash2020 | -35.87%Mar 2020 | 1mo 9d | 3mo 29d | 5mo 8dFeb 2020 - Jul 2020 |
2016 bear market2016 | -34.40%Jun 2016 | 10mo 26d | 2y 9mo | 3y 8moAug 2015 - Apr 2019 |
Dot-com crash2000–2002 | -33.81%Mar 2000 | 10mo 3d | 1y 2mo | 2y 10dMay 1999 - May 2001 |
Drawdown Indicators
| SEQUX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.81% | -56.78% | +10.97% |
Max Drawdown (1Y)Largest decline over 1 year | -16.62% | -9.10% | -7.52% |
Max Drawdown (3Y)Largest decline over 3 years | -16.62% | -18.90% | +2.28% |
Max Drawdown (5Y)Largest decline over 5 years | -38.07% | -25.43% | -12.64% |
Max Drawdown (10Y)Largest decline over 10 years | -38.07% | -33.92% | -4.15% |
Current DrawdownCurrent decline from peak | -5.66% | -1.80% | -3.86% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -10.71% | +3.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.29% | 2.03% | +3.26% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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