Sequoia Fund (SEQUX)
The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. The fund normally invests in equity securities of U.S. and non-U.S. companies. It may invest in securities of issuers with any market capitalization. The fund is non-diversified.
Fund Info
US8174181060
817418106
Jul 15, 1970
$5,000
Large-Cap
Growth
Expense Ratio
SEQUX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Sequoia Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Sequoia Fund had a return of 7.49% year-to-date (YTD) and 19.30% in the last 12 months. Over the past 10 years, Sequoia Fund had an annualized return of -2.18%, while the S&P 500 had an annualized return of 11.26%, indicating that Sequoia Fund did not perform as well as the benchmark.
SEQUX
7.49%
3.84%
6.53%
19.30%
4.43%
-2.18%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of SEQUX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.84% | 7.49% | |||||||||||
| 2024 | 1.62% | 4.99% | 3.10% | -3.00% | 4.10% | 1.56% | 3.68% | 1.30% | 2.00% | -1.68% | 0.63% | -3.40% | 15.50% |
| 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% | -12.21% | 8.08% | -5.85% | -11.24% | 5.11% | 7.89% | -4.06% | -32.57% |
| 2021 | 0.97% | 4.59% | 2.84% | 4.56% | 0.65% | -0.73% | 0.30% | 4.86% | -3.94% | 5.33% | -9.91% | 2.68% | 11.68% |
| 2020 | 1.46% | -8.03% | -16.58% | 15.87% | 8.11% | -0.58% | 8.78% | 5.69% | -5.52% | -1.48% | 0.05% | 3.91% | 7.85% |
| 2019 | 7.93% | 3.62% | 2.54% | 6.93% | -5.68% | 1.26% | 1.54% | -2.20% | 1.42% | 1.27% | -0.96% | 1.29% | 19.83% |
| 2018 | 7.01% | -3.63% | -1.79% | 0.02% | 3.14% | 2.02% | 1.70% | 3.66% | -1.34% | -7.55% | -19.58% | -5.41% | -22.03% |
| 2017 | 1.91% | 3.48% | 0.02% | 0.88% | 2.13% | 0.63% | 0.23% | 0.59% | 2.86% | 2.67% | -10.45% | 0.83% | 5.13% |
| 2016 | -5.00% | -2.46% | -4.26% | 0.61% | -0.95% | -11.21% | 4.47% | 0.81% | -1.66% | -2.01% | -2.61% | 0.31% | -22.18% |
| 2015 | -0.12% | 8.23% | -0.40% | 1.79% | 3.47% | -4.11% | 6.72% | -5.31% | -8.09% | -9.03% | -5.16% | 1.22% | -11.80% |
| 2014 | -0.17% | 3.95% | -1.92% | 0.20% | -0.72% | -1.45% | -3.56% | 2.94% | 0.08% | 2.31% | 3.34% | 0.58% | 5.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SEQUX is 65, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sequoia Fund (SEQUX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Sequoia Fund provided a 0.33% dividend yield over the last twelve months, with an annual payout of $0.66 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.66 | $0.66 | $0.00 | $0.02 | $4.93 | $0.00 | $1.16 |
Dividend yield | 0.33% | 0.36% | 0.00% | 0.02% | 2.66% | 0.00% | 0.74% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.00 | $0.66 |
| 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 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.93 | $0.00 | $4.93 |
| 2020 | $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 |
| 2019 | $1.16 | $0.00 | $1.16 |
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.
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 61.08%, occurring on Mar 23, 2020. The portfolio has not yet recovered.
The current Sequoia Fund drawdown is 25.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.08% | Aug 6, 2015 | 1165 | Mar 23, 2020 | — | — | — |
| -55.82% | Oct 27, 2006 | 591 | Mar 9, 2009 | 954 | Dec 20, 2012 | 1545 |
| -33.39% | May 12, 1999 | 216 | Mar 10, 2000 | 191 | Dec 12, 2000 | 407 |
| -22.23% | Oct 10, 1989 | 276 | Oct 30, 1990 | 88 | Mar 1, 1991 | 364 |
| -20.18% | Jul 15, 1998 | 34 | Aug 31, 1998 | 83 | Dec 24, 1998 | 117 |
Volatility
Volatility Chart
The current Sequoia Fund volatility is 2.51%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.