SEQUX Mutual Fund

SEQUX Mutual Fund

NAV$51.82
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Returns Overview

1 Month
-4.53%
3 Months
+0.80%
6 Months
+12.47%
YTD
-0.68%
1 Year
+0.58%
3 Years (annualized)
+19.05%
5 Years (annualized)
+7.16%
10 Years (annualized)
+12.22%

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)
-0.68%
Peer Avg (YTD)
+8.67%
vs Peers
-9.35%

SEQUX Mutual Fund Performance

SEQUX performance across multiple time periods: 1-month -4.53%, YTD -0.68%, 1-year 0.58%, 3-year 19.05%, 5-year 7.16%, 10-year 12.22%.

SEQUX returns trail the peer average of 8.67% 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.