SEQUX Mutual Fund

NAV$185.46

Returns Overview

1 Month
-0.36%
3 Months
+2.28%
6 Months
+3.11%
YTD
-1.10%
1 Year
+13.89%
3 Years
+20.18%
5 Years
+10.15%
10 Years
+11.56%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SEQUX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.10%
Peer Avg (YTD)
+0.87%
vs Peers
-1.96%

SEQUX Mutual Fund Performance

SEQUX performance across multiple time periods: 1-month -0.36%, YTD -1.10%, 1-year 13.89%, 3-year 20.18%, 5-year 10.15%, 10-year 11.56%.

SEQUX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

SEQUX performance comparison shows side-by-side returns with another fund. SEQUX alternatives are available in the Mutual Fund Screener.