SEQAX Mutual Fund

NAV$19.78

Returns Overview

1 Month
-0.02%
3 Months
+9.60%
6 Months
+10.74%
YTD
+10.29%
1 Year
+25.10%
3 Years (annualized)
+17.12%
5 Years (annualized)
+9.94%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEQAX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Developed ex US BMI Index NR USD(^SPCBMIGRWUUSD.NTR)
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+9.49%
vs Peers
+0.80%

SEQAX Mutual Fund Performance

SEQAX performance across multiple time periods: 1-month -0.02%, YTD 10.29%, 1-year 25.10%, 3-year 17.12%, 5-year 9.94%, 10-year 9.95%.

SEQAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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