SEQUX Mutual Fund

SEQUX Mutual Fund

NAV$214.70
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Returns Overview

1 Month
+2.23%
3 Months
+5.75%
6 Months
+1.86%
YTD
+0.74%
1 Year
+5.02%
3 Years (annualized)
+16.84%
5 Years (annualized)
+7.46%
10 Years (annualized)
+12.29%

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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+6.23%
vs Peers
-5.49%

SEQUX Mutual Fund Performance

SEQUX performance across multiple time periods: 1-month 2.23%, YTD 0.74%, 1-year 5.02%, 3-year 16.84%, 5-year 7.46%, 10-year 12.29%.

SEQUX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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