SEQUX vs. INX.L
Compare and contrast key facts about Sequoia Fund (SEQUX) and I-Nexus (INX.L).
SEQUX is managed by Sequoia. It was launched on Jul 15, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEQUX or INX.L.
Key characteristics
| SEQUX | INX.L | |
|---|---|---|
| YTD Return | 11.40% | 22.22% |
| 1Y Return | 32.59% | -35.29% |
| 3Y Return (Ann) | 3.43% | -39.01% |
| 5Y Return (Ann) | 9.95% | -39.19% |
| Sharpe Ratio | 2.81 | -0.39 |
| Daily Std Dev | 12.38% | 91.07% |
| Max Drawdown | -45.81% | -97.58% |
| Current Drawdown | -2.66% | -97.04% |
Correlation
The correlation between SEQUX and INX.L is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SEQUX vs. INX.L - Performance Comparison
In the year-to-date period, SEQUX achieves a 11.40% return, which is significantly lower than INX.L's 22.22% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SEQUX vs. INX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) and I-Nexus (INX.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SEQUX vs. INX.L - Dividend Comparison
Neither SEQUX nor INX.L has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | 0.00% | 0.00% | 3.09% | 14.82% | 13.50% | 4.94% | 25.75% | 13.72% | 18.84% | 5.07% | 1.93% | 1.53% |
INX.L I-Nexus | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SEQUX vs. INX.L - Drawdown Comparison
The maximum SEQUX drawdown since its inception was -45.81%, smaller than the maximum INX.L drawdown of -97.58%. Use the drawdown chart below to compare losses from any high point for SEQUX and INX.L. For additional features, visit the drawdowns tool.
Volatility
SEQUX vs. INX.L - Volatility Comparison
The current volatility for Sequoia Fund (SEQUX) is 3.63%, while I-Nexus (INX.L) has a volatility of 16.84%. This indicates that SEQUX experiences smaller price fluctuations and is considered to be less risky than INX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.