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Sequoia Fund: (MF: SEQUX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:36 PM ET

$214.79 USD

+1.39 (0.65%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.57 90
3 months 5.82 14
6 months 1.93 84
1 Year 5.10 89
3 Year 16.89 32
5 Year 7.48 56
10 Year 12.30 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 63.53
Bear Market (10/07 - 2/09) -40.71
Bull Market (2/09 - 3/21) 706.09

Load Adjusted Returns as of Jul 31, 2026

1 Year 1.41
5 Year 7.07
10 Year 12.54
Since Inception 13.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.03 11.68 NA NA
2025 4.64 14.33 1.62 0.43
2024 10.00 2.55 7.04 0.02
2023 5.92 6.59 -0.07 13.30
2022 -12.57 -19.12 -9.67 8.80
2021 8.60 6.84 1.03 7.02

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.5622.1120.7927.83-30.5225.4723.3429.13-2.6220.05-6.90
% Total Return Rel to Index -10.580.761.563.41-11.427.319.263.927.80-0.06-12.23
% Total Return Rel to Peer -10.273.638.419.19-10.959.276.674.387.40-2.17-12.48
% Perf Quintile vs Peer* 5.002.001.001.005.001.002.002.001.004.005.00
% Dividends 0.030.020.650.000.024.920.001.160.000.000.00
% Yield 0.010.000.320.020.012.260.000.650.000.000.00
Capital Gains ($) 0.1519.708.450.003.8322.4922.9011.6433.9923.2530.39
Expense Ratio 0.001.001.001.001.001.001.001.001.001.001.00

* 1 = Top 20%, 5 = Bottom 20%