SEQUX Mutual Fund

NAV$200.72

Returns Overview

1 Month
+0.95%
3 Months
+11.68%
6 Months
-0.65%
YTD
-1.38%
1 Year
+1.41%
3 Years (annualized)
+18.37%
5 Years (annualized)
+7.07%
10 Years (annualized)
+12.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
-1.38%
Peer Avg (YTD)
+8.97%
vs Peers
-10.35%

SEQUX Mutual Fund Performance

SEQUX performance across multiple time periods: 1-month 0.95%, YTD -1.38%, 1-year 1.41%, 3-year 18.37%, 5-year 7.07%, 10-year 12.55%.

SEQUX returns trail the peer average of 8.97% 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.