SEQUX
Sequoia Fund
Mutual fund
$203.43+0.61 (+0.30%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $1,960,854
- CAGR
- +11.95%
- Max drawdown
- −45.81%
- Sharpe ratio
- 0.81
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.56%
- 3M
- −1.23%
- 6M
- +10.70%
- YTD
- +0.48%
- 1Y
- +0.07%
- 3Y
- +18.82%
- 5Y
- +6.87%
- 10Y
- +12.21%
- 15Y
- +11.28%
- 20Y
- +9.06%
- 25Y
- +8.78%
- 30Y
- +10.00%
- Since 1980
- +11.95%
Metrics
Since 1980| Volatility | 15.30% |
|---|---|
| Sortino ratio | 1.16 |
| Calmar ratio | 0.26 |
| Best year, 1997 | +43.20% |
| Worst year, 2022 | −30.61% |
| Positive years | 38 of 46 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −45.8% | Dec 2007 | Mar 2009 | Feb 2011 | 3.2 years |
| −38.1% | Nov 2021 | Oct 2022 | Jul 2024 | 2.7 years |
| −35.9% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −34.4% | Aug 2015 | Jun 2016 | Apr 2019 | 3.7 years |
| −33.8% | May 1999 | Mar 2000 | May 2001 | 2 years |
Annual returns
2026 through Oct 2