SEQUX vs. VFIAX

In the year-to-date period, SEQUX achieves a 9.20% return, which is significantly higher than VFIAX's -3.36% return. Over the past 10 years, SEQUX has underperformed VFIAX with an annualized return of -2.31%, while VFIAX has yielded a comparatively higher 12.40% annualized return.

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SEQUX has a 1.00% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.

The current SEQUX Sharpe Ratio is 0.89, which is higher than the VFIAX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of SEQUX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SEQUX's dividend yield for the trailing twelve months is around 0.33%, less than VFIAX's 1.33% yield.

The maximum SEQUX drawdown since its inception was -61.08%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SEQUX and VFIAX. For additional features, visit the drawdowns tool.

The current volatility for Sequoia Fund (SEQUX) is 4.61%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 6.81%. This indicates that SEQUX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.