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Sequoia Fund: (MF: SEQUX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$170.73 USD
-1.30 (-0.76%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.00 | 51 |
| 3 months | 10.00 | 51 |
| 6 months | 24.63 | 35 |
| 1 Year | 32.75 | 26 |
| 3 Year | 4.12 | 78 |
| 5 Year | 11.23 | 64 |
| 10 Year | 7.60 | 85 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 63.53 |
| Bear Market (10/07 - 2/09) | -40.71 |
| Bull Market (2/09 - 3/21) | 510.80 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 32.75 |
| 5 Year | 11.22 |
| 10 Year | 7.60 |
| Since Inception | 13.31 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.00 | NA | NA | NA |
| 2023 | 5.92 | 6.59 | -0.07 | 13.30 |
| 2022 | -12.57 | -19.12 | -9.67 | 8.80 |
| 2021 | 8.60 | 6.84 | 1.03 | 7.02 |
| 2020 | -22.15 | 27.20 | 8.61 | 14.67 |
| 2019 | 14.68 | 5.50 | 0.71 | 5.96 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.00 | 27.83 | -30.52 | 25.47 | 23.34 | 29.13 | -2.62 | 20.05 | -6.90 | -7.29 | 7.55 |
| % Total Return Rel to Index | -0.55 | 1.58 | -12.31 | -3.20 | 4.94 | -2.36 | 1.77 | -1.74 | -18.84 | -8.68 | -6.09 |
| % Total Return Rel to Peer | 0.05 | 4.83 | -10.82 | 3.41 | 3.42 | 0.70 | 4.23 | -0.62 | -14.72 | -5.69 | -0.65 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 5.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.02 | 4.92 | 0.00 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.01 | 2.26 | 0.00 | 0.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 3.83 | 22.49 | 22.90 | 11.64 | 33.99 | 23.25 | 30.39 | 10.51 | 4.53 |
| Expense Ratio | 0.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%