Performance analysis of SFGV (SEQUOIA GLOBAL VALUE ETF)
Annual Return
Since Jan 18, 2024, SFGV has had an average annual return of +16.88%, underperforming the benchmark SPY, which returned +20.78% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.34% | +18.83% | +10.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.91% | +4.90% | -6.22% | +5.08% | +1.78% | +0.57% | +0.23% | +12.34% | |||||
| 2025 | +2.66% | +0.65% | -1.01% | -1.20% | +3.50% | +3.47% | -0.21% | +5.19% | +1.85% | -0.09% | +2.14% | +0.63% | +18.83% |
| 2024 | +1.55% | +3.66% | +3.75% | -3.67% | +3.29% | -0.73% | +5.08% | +1.76% | +1.60% | -3.54% | +3.25% | -5.13% | +10.72% |
Drawdown analysis of SFGV (SEQUOIA GLOBAL VALUE ETF)
The maximum drawdown for the SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.
The current SFGV drawdown is -1.20%.
Since Jan 18, 2024 SFGV has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.50% | Oct 14, 2024 | 120 | Apr 8, 2025 | 41 | Jun 6, 2025 | 161 |
| -8.36% | Feb 27, 2026 | 15 | Mar 20, 2026 | 45 | May 26, 2026 | 60 |
| -5.89% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -4.87% | Mar 28, 2024 | 14 | Apr 18, 2024 | 19 | May 15, 2024 | 33 |
| -4.00% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -3.79% | Oct 3, 2025 | 5 | Oct 10, 2025 | 11 | Oct 27, 2025 | 16 |
| -3.63% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |
| -3.46% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.00% | May 17, 2024 | 19 | Jun 14, 2024 | 17 | Jul 11, 2024 | 36 |
| -1.91% | Jul 10, 2025 | 3 | Jul 15, 2025 | 6 | Jul 23, 2025 | 9 |
| -1.85% | Jun 4, 2026 | 4 | Jun 10, 2026 | 1 | Jun 11, 2026 | 5 |
| -1.76% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.51% | Jun 12, 2025 | 5 | Jun 20, 2025 | 4 | Jun 26, 2025 | 9 |
| -1.46% | Jun 16, 2026 | 4 | Jun 23, 2026 | 8 | Jul 6, 2026 | 12 |
| -1.39% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.28% | Jan 29, 2024 | 2 | Jan 31, 2024 | 7 | Feb 9, 2024 | 9 |
| -1.25% | Aug 22, 2025 | 7 | Sep 3, 2025 | 3 | Sep 8, 2025 | 10 |
| -1.22% | Sep 30, 2024 | 6 | Oct 8, 2024 | 4 | Oct 14, 2024 | 10 |
| -1.20% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.18% | Dec 11, 2025 | 5 | Dec 18, 2025 | 10 | Jan 5, 2026 | 15 |
| -1.09% | Feb 11, 2026 | 1 | Feb 12, 2026 | 9 | Feb 26, 2026 | 10 |
| -1.08% | Sep 11, 2025 | 10 | Sep 25, 2025 | 3 | Sep 30, 2025 | 13 |
| -1.07% | Jul 6, 2026 | 2 | Jul 8, 2026 | 6 | Jul 16, 2026 | 8 |
| -1.02% | Jul 3, 2025 | 1 | Jul 7, 2025 | 3 | Jul 10, 2025 | 4 |
| -0.96% | Dec 3, 2025 | 4 | Dec 9, 2025 | 1 | Dec 10, 2025 | 5 |