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Sequoia (SEQUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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169.77-0.35 (-0.21%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.71%
5-year average return9.08%
Number of years up43
Number of years down10
Best 1-yr total return (29 Apr 2024)34.58%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return34.58%
Worst 3-yr total return-2.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSEQUXCategory
YTD10.00%12.38%
1-month3.10%5.09%
3-month10.00%10.28%
1-year32.75%41.70%
3-year4.12%22.56%
5-year11.23%21.98%
10-year7.61%15.99%
Last bull market42.07%25.99%
Last bear market-19.13%-17.29%

Annual total return (%) history

Year
SEQUXCategory
2024
N/AN/A
2023
27.83%N/A
2022
-30.52%N/A
2021
25.48%N/A
2020
23.34%35.86%
2019
29.13%31.90%
2018
-2.62%-2.09%
2017
20.06%27.67%
2016
-6.90%3.23%
2015
-7.29%3.60%
2014
7.55%10.00%
2013
34.58%33.92%
2012
15.68%15.34%
2011
13.19%-2.46%
2010
19.50%15.53%
2009
15.38%35.68%
2008
-27.03%-40.67%
2007
8.40%13.35%
2006
8.34%7.05%
2005
7.78%6.71%
2004
4.66%7.81%
2003
17.12%28.66%
2002
-2.64%-27.64%
2001
10.52%-22.30%
2000
20.06%-13.05%
1999
-16.54%38.87%
1998
35.25%34.55%
1997
43.20%26.36%
1996
21.74%19.76%
1995
41.38%32.65%
1994
3.34%-2.45%
1993
10.78%8.69%
1992
9.36%5.92%
1991
40.00%40.07%
1990
-3.80%-3.78%
1989
27.91%27.76%
1988
11.05%12.55%
1987
7.41%1.56%
1986
13.37%14.05%
1985
27.96%28.64%
1984
18.50%-3.94%
1983
27.31%18.56%
1982
31.11%32.75%
1981
21.49%-2.13%
1980
12.66%40.60%
1979
12.05%32.37%
1978
23.93%15.06%
1977
19.89%2.56%
1976
72.53%22.23%
1975
60.50%35.35%
1974
-15.60%-31.34%
1973
-24.13%-28.56%
1972
3.76%19.23%
1971
13.47%24.89%
1970
N/A-10.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.00%N/AN/AN/A
20235.93%6.59%-0.08%13.30%
2022-12.58%-19.13%-9.68%8.80%
20218.60%6.85%1.03%7.03%
2020-22.16%27.21%8.62%14.68%
201914.68%5.51%0.71%5.97%
20181.27%5.80%4.01%-12.63%
20175.48%3.97%3.70%5.57%
2016-11.29%-2.14%3.57%3.55%
20157.67%1.98%-7.12%-9.09%
20141.78%-0.86%-0.65%7.28%
201310.77%3.50%7.60%9.09%
201210.76%-4.95%6.48%3.20%
201110.44%1.06%-9.92%12.58%
20108.00%-3.69%8.22%6.16%
2009-8.37%11.50%12.23%0.63%
2008-4.91%-5.39%1.34%-19.96%
20070.60%5.19%1.82%0.61%
20062.65%-1.82%3.97%3.40%
2005-1.00%0.45%-0.57%9.01%
20046.00%-2.64%-2.33%3.83%
2003-7.42%11.73%2.57%10.39%
20020.96%-2.54%-2.76%1.74%
2001-4.06%7.85%-1.36%8.29%
20000.09%-2.64%13.62%8.43%
1999-3.07%-0.76%-14.38%1.33%
199819.06%8.02%-12.61%20.34%
19972.27%21.49%4.35%10.45%
19967.73%-2.14%7.49%7.43%
199510.55%5.65%11.58%8.49%
1994-1.91%2.82%3.50%-1.01%
19931.99%7.24%1.90%-0.60%
1992-1.99%0.73%4.67%5.82%
199115.87%1.64%6.55%11.57%
1990-1.26%6.80%-14.05%6.14%
19898.32%9.99%8.90%-1.42%
19884.28%2.70%1.81%1.85%
198714.02%2.77%2.21%-10.32%
19868.94%7.19%-3.20%0.29%
198510.73%8.52%-1.91%8.56%
1984-1.59%6.92%8.64%3.67%
19838.33%5.96%6.43%4.21%
19820.14%4.84%13.12%10.40%
198111.93%3.87%-5.11%10.13%
1980-11.82%12.79%16.94%-3.13%
19795.88%-0.60%8.83%-2.17%
19783.14%13.93%9.62%-3.80%
1977-0.69%5.55%4.26%9.71%
197628.98%2.89%8.06%20.30%
197544.38%16.46%-9.06%4.96%
197411.02%-9.69%-15.69%-0.16%
1973-3.48%-16.28%15.67%-18.82%
19726.71%-3.22%-0.02%0.50%
19716.91%0.13%0.09%5.91%
19706.66%N/AN/AN/A

Rank in category (by total return)

YTD73
1-month14
3-month73
1-year71
3-year86
5-year90

Load adjusted returns

1-year32.75%
3-year4.12%
5-year11.23%
10-year7.61%