Sequoia Fund Financials
| SEQUX Fund | USD 189.97 1.20 0.64% |
Sequoia |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Sequoia Fund Fund Summary
Sequoia Fund competes with Longleaf Partners, The Fairholme, Amg Yacktman, Clipper Fund, and Fpa Crescent. The funds investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. The fund normally invests in equity securities of U.S. and non-U.S. companies. It may invest in securities of issuers with any market capitalization. The fund is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8174181060 |
| Business Address | Sequoia Fund |
| Mutual Fund Family | Sequoia |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 686 6884 |
| Currency | USD - US Dollar |
Sequoia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sequoia Fund's current stock value. Our valuation model uses many indicators to compare Sequoia Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sequoia Fund competition to find correlations between indicators driving Sequoia Fund's intrinsic value. More Info.Sequoia Fund Inc is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.76 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sequoia Fund Inc is roughly 1.32 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Sequoia Fund's earnings, one of the primary drivers of an investment's value.Sequoia Fund Systematic Risk
Sequoia Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sequoia Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Sequoia Fund correlated with the market. If Beta is less than 0 Sequoia Fund generally moves in the opposite direction as compared to the market. If Sequoia Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sequoia Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sequoia Fund is generally in the same direction as the market. If Beta > 1 Sequoia Fund moves generally in the same direction as, but more than the movement of the benchmark.
Sequoia Fund November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sequoia Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sequoia Fund Inc. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sequoia Fund Inc based on widely used predictive technical indicators. In general, we focus on analyzing Sequoia Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sequoia Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.16 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 7.05 | |||
| Value At Risk | (1.55) | |||
| Potential Upside | 1.27 |
Other Information on Investing in Sequoia Mutual Fund
Sequoia Fund financial ratios help investors to determine whether Sequoia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sequoia with respect to the benefits of owning Sequoia Fund security.
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