SEQUX vs. SFTBY
Compare and contrast key facts about Sequoia Fund (SEQUX) and SoftBank Group Corp. (SFTBY).
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 SFTBY.
Correlation
The correlation between SEQUX and SFTBY is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SEQUX vs. SFTBY - Performance Comparison
Key characteristics
SEQUX:
0.70
SFTBY:
-0.20
SEQUX:
0.99
SFTBY:
0.03
SEQUX:
1.14
SFTBY:
1.00
SEQUX:
0.30
SFTBY:
-0.16
SEQUX:
3.11
SFTBY:
-0.46
SEQUX:
3.57%
SFTBY:
20.02%
SEQUX:
15.88%
SFTBY:
46.44%
SEQUX:
-61.08%
SFTBY:
-65.46%
SEQUX:
-29.56%
SFTBY:
-50.98%
Returns By Period
In the year-to-date period, SEQUX achieves a 1.97% return, which is significantly higher than SFTBY's -17.59% return. Over the past 10 years, SEQUX has underperformed SFTBY with an annualized return of -2.78%, while SFTBY has yielded a comparatively higher 4.58% annualized return.
SEQUX
1.97%
-4.28%
-4.36%
10.94%
7.37%
-2.78%
SFTBY
-17.59%
-9.45%
-22.08%
-0.75%
1.82%
4.58%
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Risk-Adjusted Performance
SEQUX vs. SFTBY — Risk-Adjusted Performance Rank
SEQUX
SFTBY
SEQUX vs. SFTBY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) and SoftBank Group Corp. (SFTBY). 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. SFTBY - Dividend Comparison
SEQUX's dividend yield for the trailing twelve months is around 0.35%, while SFTBY has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | 0.35% | 0.36% | 0.00% | 0.02% | 2.66% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SFTBY SoftBank Group Corp. | 0.00% | 0.00% | 0.70% | 0.77% | 0.81% | 0.54% | 0.71% | 0.61% | 0.49% | 0.59% | 1.29% | 1.19% |
Drawdowns
SEQUX vs. SFTBY - Drawdown Comparison
The maximum SEQUX drawdown since its inception was -61.08%, smaller than the maximum SFTBY drawdown of -65.46%. Use the drawdown chart below to compare losses from any high point for SEQUX and SFTBY. For additional features, visit the drawdowns tool.
Volatility
SEQUX vs. SFTBY - Volatility Comparison
The current volatility for Sequoia Fund (SEQUX) is 8.98%, while SoftBank Group Corp. (SFTBY) has a volatility of 22.09%. This indicates that SEQUX experiences smaller price fluctuations and is considered to be less risky than SFTBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.