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SEQUX: SEQUOIA FUND INC SEQUOIA FUND INC (MUTUAL FUND)
Basic Info 173.19 2.46(1.44%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (25%) |
Start Date: | 02/07/1980 |
Last Dividend Date: | 06/13/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.00% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 8.6 | 32.3 | 2.1 | 9.5 | 7.4 | 11.2 | 7.9 | 11.3 | 27.8 | -30.6 | 25.4 | 23.5 | 29.2 | -3.1 | 20.0 | -7.0 | -7.3 | 7.5 | 34.6 | 15.7 | 13.2 | 19.5 | 15.4 | -26.9 | 8.6 | 8.3 | 7.8 | 4.7 | 17.1 | -2.6 | 10.5 | 20.0 | -16.5 | 35.3 | 43.2 | 21.7 | 41.4 | 3.3 | 9.9 | 10.1 | 40.2 | -3.8 | 27.8 | 11.0 | 7.4 | 13.4 | 16.2 | 10.0 | 22.1 | 25.1 | 13.1 | 4.4 |
Sharpe Ratio | NA | 2.07 | 2.24 | -0.01 | 0.37 | 0.35 | NA | NA | 0.59 | 1.66 | -1.19 | 1.84 | 0.73 | 2.14 | -0.27 | 2.7 | -0.45 | -0.39 | 0.66 | 3.39 | 1.4 | 0.69 | 1.38 | 0.66 | -0.87 | 0.42 | 0.51 | 0.61 | 0.4 | 1.4 | -0.24 | 0.6 | 0.72 | -1.24 | 1.63 | 2.4 | 1.33 | 3.55 | 0.04 | 0.86 | 0.82 | 3.56 | -0.86 | 2.65 | 0.59 | 0.26 | 0.55 | 0.94 | 0.26 | 1.91 | 1.33 | 0.26 | -0.22 |
Draw Down(%) | NA | 3.6 | 10.6 | 38.1 | 38.1 | 38.1 | NA | NA | 45.8 | 11.7 | 37.3 | 6.5 | 35.9 | 7.5 | 19.4 | 3.4 | 16.4 | 26.9 | 8.6 | 3.9 | 8.3 | 14.2 | 9.8 | 23.8 | 40.5 | 7.5 | 6.8 | 7.6 | 11.3 | 11.1 | 16.6 | 11.0 | 18.4 | 21.4 | 20.2 | 9.6 | 8.3 | 4.6 | 8.3 | 5.0 | 5.6 | 4.4 | 20.4 | 7.3 | 6.1 | 17.1 | 9.9 | 9.7 | 13.6 | 5.2 | 7.7 | 8.2 | 21.1 |
Standard Deviation(%) | NA | 12.4 | 12.7 | 19.1 | 21.5 | 18.4 | NA | NA | 15.4 | 14.3 | 26.9 | 13.7 | 32.0 | 13.0 | 16.6 | 7.2 | 16.1 | 18.9 | 11.4 | 10.2 | 11.3 | 19.2 | 14.1 | 23.0 | 32.0 | 13.4 | 10.1 | 9.2 | 9.3 | 11.8 | 15.7 | 13.9 | 22.2 | 15.9 | 19.6 | 16.5 | 13.6 | 10.6 | 9.2 | 9.1 | 9.4 | 10.2 | 10.6 | 8.4 | 10.7 | 12.8 | 16.6 | 11.8 | 12.4 | 8.4 | 13.1 | 11.8 | 14.4 |
Treynor Ratio | NA | 0.5 | 0.5 | 0.0 | 0.11 | 0.09 | NA | NA | 0.19 | 0.38 | -0.48 | 0.72 | 0.29 | 0.47 | -0.06 | 0.31 | -0.09 | -0.08 | 0.1 | 0.46 | 0.23 | 0.19 | 0.29 | 0.18 | -0.38 | 0.08 | 0.09 | 0.1 | 0.08 | 0.34 | -0.1 | 0.36 | 0.6 | -0.49 | 0.54 | 0.62 | 0.32 | 0.87 | 0.01 | 0.12 | 0.12 | 0.67 | -0.19 | 0.42 | 0.22 | 0.23 | 0.91 | 2.62 | 1.64 | -26.78 | 4.59 | 1.52 | 0.96 |
Alpha | NA | 0.04 | 0.03 | 0.0 | 0.0 | -0.01 | NA | NA | 0.03 | 0.0 | -0.02 | 0.05 | -0.06 | 0.01 | -0.02 | 0.0 | -0.03 | -0.06 | -0.01 | 0.03 | 0.01 | 0.05 | 0.04 | -0.04 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.02 | 0.05 | 0.07 | 0.09 | -0.1 | 0.05 | 0.09 | 0.04 | 0.08 | 0.0 | 0.04 | 0.03 | 0.05 | -0.03 | 0.02 | 0.02 | 0.04 | 0.04 | 0.04 | 0.02 | 0.06 | 0.06 | 0.01 | -0.01 |
Beta | NA | 0.51 | 0.57 | 0.64 | 0.69 | 0.7 | NA | NA | 0.47 | 0.63 | 0.68 | 0.35 | 0.8 | 0.59 | 0.74 | 0.64 | 0.79 | 0.9 | 0.73 | 0.75 | 0.67 | 0.68 | 0.68 | 0.85 | 0.73 | 0.67 | 0.57 | 0.55 | 0.44 | 0.49 | 0.38 | 0.23 | 0.26 | 0.4 | 0.59 | 0.64 | 0.56 | 0.43 | 0.64 | 0.66 | 0.61 | 0.54 | 0.47 | 0.52 | 0.29 | 0.15 | 0.1 | 0.04 | 0.02 | -0.01 | 0.04 | 0.02 | -0.03 |
RSquared | NA | 0.62 | 0.63 | 0.79 | 0.77 | 0.73 | NA | NA | 0.43 | 0.68 | 0.86 | 0.46 | 0.8 | 0.65 | 0.88 | 0.57 | 0.54 | 0.59 | 0.76 | 0.78 | 0.76 | 0.88 | 0.85 | 0.82 | 0.73 | 0.68 | 0.53 | 0.5 | 0.48 | 0.63 | 0.59 | 0.34 | 0.17 | 0.29 | 0.53 | 0.6 | 0.34 | 0.18 | 0.56 | 0.52 | 0.53 | 0.69 | 0.73 | 0.68 | 0.18 | 0.2 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 5.4 | 8.3 | 7.5 | 12.1 | 7.6 | N/A | 0.0 | 2.1 | 16.3 | 14.4 | 9.7 | 19.9 | 14.3 | 14.9 | 4.5 | 2.0 | 2.0 | 0.0 | 0.6 | 1.8 | 0.0 | 5.2 | 18.0 | 10.0 | 6.9 | 0.1 | 0.5 | 0.1 | 3.6 | 24.4 | 4.7 | 6.7 | 1.1 | 8.3 | 0.7 | 2.0 | 13.9 | 3.0 | 11.8 | 6.7 | 7.0 | 9.4 | 9.6 | 23.1 | 3.9 | 3.9 | 5.2 | 6.0 | 4.3 | 3.7 |
Dividend Growth(%) | N/A | N/A | -100.0 | -55.1 | -34.8 | 151.9 | 45.4 | N/A | N/A | -100.0 | -85.9 | 19.7 | 78.8 | -62.3 | 46.1 | -23.5 | 189.2 | 131.5 | 33.5 | N/A | -100.0 | -58.2 | 9700.0 | -99.7 | -74.1 | 76.7 | 46.6 | 4966.7 | -65.6 | 258.8 | -96.1 | -85.6 | 305.5 | -11.3 | 756.1 | -84.9 | 1559.0 | -63.9 | -86.2 | 403.2 | -68.4 | 56.3 | 16.6 | -24.9 | -5.0 | -62.6 | 572.2 | 5.6 | -12.8 | 1.2 | 51.4 | 17.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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