Nasdaq - Delayed Quote • USD
Sequoia (SEQUX)
As of 8:06 AM EDT. Market Open.
Fund Summary
The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. The fund normally invests in equity securities of U.S. and non-U.S. companies. It may invest in securities of issuers with any market capitalization. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.58% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 43 |
| Number of Years Down | 10 |
Performance & Risk
| YTD Return | 8.43% |
| 5y Average Return | 9.57% |
| Rank in Category (ytd) | 73 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SEQUX | Category Average | SEQUX | Category Average | SEQUX | Category Average | |
| Alpha | -6.92 | 0.03 | -4.06 | 0.04 | -4.16 | 0.01 |
| BETA | 1.04 | 0.01 | 1.08 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.49 | 0.02 | 1.07 | 0.02 | 0.74 | 0.01 |
| R-squared | 90.15 | 0.89 | 91.16 | 0.87 | 72.89 | 0.87 |
| Standard Deviation | 19.3 | 0.2 | 20.88 | 0.16 | 17.19 | 0.15 |
| Sharpe Ratio | 0.16 | 0.01 | 0.51 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | 1.11 | 0.21 | 8.36 | 0.21 | 6.34 | 0.15 |
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