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Sequoia Fund: (MF: SEQUX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$211.09 USD
+3.89 (1.88%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.01 | 5 |
| 3 months | 10.32 | 51 |
| 6 months | 10.45 | 13 |
| 1 Year | 21.88 | 6 |
| 3 Year | 18.33 | 8 |
| 5 Year | 12.71 | 18 |
| 10 Year | 8.09 | 58 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 63.53 |
| Bear Market (10/07 - 2/09) | -40.71 |
| Bull Market (2/09 - 3/21) | 691.51 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 20.50 |
| 5 Year | 13.77 |
| 10 Year | 8.40 |
| Since Inception | 13.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.64 | 14.33 | NA | NA |
| 2024 | 10.00 | 2.55 | 7.04 | 0.02 |
| 2023 | 5.92 | 6.59 | -0.07 | 13.30 |
| 2022 | -12.57 | -19.12 | -9.67 | 8.80 |
| 2021 | 8.60 | 6.84 | 1.03 | 7.02 |
| 2020 | -22.15 | 27.20 | 8.61 | 14.67 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.01 | 20.79 | 27.83 | -30.52 | 25.47 | 23.34 | 29.13 | -2.62 | 20.05 | -6.90 | -7.29 |
| % Total Return Rel to Index | 6.82 | 1.56 | 3.41 | -11.42 | 7.31 | 9.26 | 3.92 | 7.80 | -0.06 | -12.23 | -4.53 |
| % Total Return Rel to Peer | 7.26 | 8.41 | 9.19 | -10.95 | 9.27 | 6.67 | 4.38 | 7.40 | -2.17 | -12.48 | -5.02 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 2.00 | 1.00 | 4.00 | 5.00 | 5.00 |
| % Dividends | 0.02 | 0.65 | 0.00 | 0.02 | 4.92 | 0.00 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.32 | 0.36 | 0.45 | 2.26 | 0.00 | 0.65 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 8.78 | 8.45 | 0.00 | 3.83 | 22.49 | 22.90 | 11.64 | 33.99 | 23.25 | 30.39 | 10.51 |
| 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%