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SEQUX: Sequoia (MUTUAL FUND)
Basic Info 131.03 0.65(0.50%) March 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 01/03/1986 |
| Last Dividend Date: | 06/13/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.03% |
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Performance Analytics (As of 03/29/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.4 | 5.1 | -18.8 | 13.2 | 7.0 | 6.7 | 7.5 | 10.8 | -30.6 | 9.1 | 23.3 | 29.1 | -2.6 | 20.1 | -6.9 | -7.3 | 7.6 | 34.6 | 15.7 | 13.2 | 19.5 | 15.4 | -27.0 | 8.4 | 8.3 | 7.8 | 4.7 | 17.1 | -2.6 | 10.5 | 20.1 | -16.5 | 35.3 | 43.2 | 21.7 | 41.4 | 3.3 | 10.0 | 10.1 | 40.0 | -3.8 | 27.9 | 10.6 | 7.4 | 12.2 | 16.5 | 10.2 | 22.2 | 25.3 | 13.3 | 4.4 |
| SR | NA | 0.39 | -0.83 | 0.61 | 0.26 | 0.33 | NA | 0.55 | -1.19 | 0.48 | 0.72 | 2.14 | -0.24 | 2.7 | -0.44 | -0.39 | 0.66 | 3.39 | 1.4 | 0.69 | 1.38 | 0.66 | -0.87 | 0.4 | 0.5 | 0.61 | 0.4 | 1.4 | -0.24 | 0.6 | 0.72 | -1.25 | 1.63 | -0.73 | 1.33 | 3.56 | 0.04 | 0.87 | 0.82 | 3.55 | -0.85 | 2.66 | 0.56 | 0.26 | 0.5 | 0.97 | 0.28 | 1.93 | 1.36 | 0.27 | -0.22 |
| DD(%) | NA | 11.7 | 29.9 | 38.0 | 38.0 | 38.0 | NA | 45.9 | 37.3 | 15.9 | 35.9 | 7.5 | 19.0 | 3.4 | 16.3 | 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 | 9.5 | 13.4 | 5.1 | 7.5 | 8.1 | 21.1 |
| SD(%) | NA | 19.1 | 25.6 | 21.7 | 21.9 | 18.3 | NA | 15.4 | 26.9 | 18.8 | 31.9 | 13.0 | 16.5 | 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 | 13.8 | 22.2 | 15.9 | 19.6 | 16.5 | 13.6 | 10.6 | 9.2 | 9.1 | 9.4 | 10.2 | 10.6 | 8.3 | 10.5 | 12.8 | 16.0 | 11.6 | 12.3 | 8.3 | 13.0 | 11.7 | 14.4 |
| TR | NA | 0.11 | -0.3 | 0.22 | 0.09 | 0.09 | NA | 0.18 | -0.48 | 0.23 | 0.29 | 0.47 | -0.05 | 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 | -0.19 | 0.32 | 0.87 | 0.01 | 0.12 | 0.12 | 0.67 | -0.19 | 0.43 | 0.2 | 0.22 | 0.8 | 2.68 | 1.72 | -26.91 | 4.66 | 1.6 | 0.96 |
| Alpha(%) | NA | -0.09 | -0.02 | 0.01 | -0.01 | -0.01 | NA | 0.02 | -0.02 | 0.0 | -0.06 | 0.01 | -0.01 | 0.0 | -0.02 | -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 | 0.02 | 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 | 0.71 | 0.7 | 0.6 | 0.66 | 0.68 | NA | 0.47 | 0.68 | 0.39 | 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 | 0.65 | 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 |
| RS | NA | 0.78 | 0.86 | 0.7 | 0.75 | 0.71 | NA | 0.43 | 0.86 | 0.31 | 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 | 0.19 | 0.2 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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