SEQUX
Sequoia
$181.45
-0.39 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap Growth |
---|---|
Market Cap | 3477.598M |
52 Week High | 181.84 |
52 Week Low | 133.79 |
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Key Data
Symbol | SEQUX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 181.45 |
Price Yesterday | 181.84 |
Market Cap | 3,477.60 |
YTD Return | 13.81% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 5000 |
Redeption Fee | 0 |
Prospectus | 0.01 |
Overview
52 Week High | 181.84 |
---|---|
52 Week Low | 133.79 |
Market Cap | 3,477.60M |
Shares Outstanding | 19.17M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | -41.82% |
---|---|
Five Days | 133.20% |
One Months | 27.85% |
Three Months | 17.74% |
Six Months | 31.78% |
Nine Months | 39.21% |
One Year | 29.99% |
Three Years | 2.78% |
Five Years | 10.52% |
Ten Years | 8.12% |
YTD | 28.54% |
Since Inception | 11.50% |
Returns Total
One Day | -0.21% |
---|---|
Five Days | 1.69% |
One Month | 1.97% |
Three Months | 4.10% |
Six Months | 14.53% |
Nine Months | 27.79% |
One Year | 29.96% |
Three Years | 8.52% |
Five Years | 64.71% |
Ten Years | 117.89% |
YTD | 13.81% |
Since Inception | 4828.03% |
Yearly Returns
2024 | 13.81% |
---|---|
2023 | 27.83% |
2022 | -30.52% |
2021 | 25.48% |
2020 | 23.34% |
2019 | 29.13% |
2018 | -2.62% |
2017 | 20.06% |
2016 | -6.90% |
2015 | -7.29% |
Risk against SP-DA
Alpha | 2.67% |
---|---|
Beta | 0.94 |
Correlation | 86.22% |
Downside Deviation | 2.34% |
Coefficient of determination | 74.33% |
Standard Deviation | 3.51% |
Sharpe Ratio | 0.11 |
Sortino | 0.55 |
Treynor | 26.18 |
Ulcer Index | 2.89 |
Ulcer Performance Index | 0.44 |