See what your fund actually adds
Sequoia Fund SEQUX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SEQUX | Replication |
|---|---|---|
| Annualized growth | 6.6% | 7.0% |
| Annualized volatility | 17.7% | 15.7% |
| Sharpe ratio | 0.45 | 0.51 |
| Maximum drawdown | 37.8% | 30.9% |
| Replication fit (R²) | 0.89 · Tracking error 5.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model SEQUX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOX | Sector · Communication | 32.8% |
| EFG | Intl · Growth | 29.3% |
| XLF | Sector · Financials | 21.1% |
| XLV | Sector · Healthcare | 16.9% |