Sequoia Global Value ETF (SFGV) Performance
SFGV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.4% since Dec 31, 2025
- 1 year
- +17.7% total return
- Since first price
- +51.8% since 2024
SFGV trailing returns vs SPY, QQQ, AGG
| Period | SFGV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.1% | +0.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.3% | +1.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.4% | +5.3% | +7.8% | +8.4% | −1.5% |
| YTD | +15.4% | +13.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +17.7% | +15.0% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 18, 2024 | +51.8% | +42.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SFGV vs SPY
From Jan 18, 2024: SFGV grew to $15,178, SPY to $16,471.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SFGV returns by calendar year
1 of 1 full years positive. Best 2025 (+18.8%), worst 2025 (+18.8%). 2026 is year to date.
SFGV annual returns table
| Year | SFGV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.4% | −8.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.8% | −13.5% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SFGV largest drawdowns
Now 1.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 14, 2024 | −14.5% | Apr 8, 2025 | Jun 6, 2025 | 6 months | 8 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SFGV risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +15.3% |
| Volatility (annualized) | 10.8% |
| Sharpe ratio | 0.98 |
| Sortino ratio | 1.55 |
| Best month | +5.9% |
| Worst month | −6.2% |
| Best 12 months | +28.7% |
| Worst 12 months | +3.7% |
| Positive months | 69% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SFGV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 22 | +3.7% | +14.5% | +28.7% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
SFGV performance overview
Sequoia Global Value ETF (SFGV) returned +17.7% over the past year, with distributions reinvested. Since its first recorded price on Jan 18, 2024 it has returned +51.8%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −14.5%, from Oct 14, 2024 to Apr 8, 2025, and it took 59 days to get back to the old high. Volatility has been 10.8% a year.
Related: SFGV chart, SFGV holdings, SFGV dividends, SFGV valuation. See the SFGV overview for the latest quote and fund facts.
SFGV performance FAQ
What is the SFGV return over the past year?
SFGV returned +17.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 15.0%.
How much would $10,000 invested in SFGV be worth?
$10,000 invested in SFGV at its first recorded close on January 18, 2024 would be worth about $15,178 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of SFGV?
The largest peak-to-trough decline was −14.5% between October 14, 2024 and April 8, 2025. It recovered to the old high on June 6, 2025, 59 days after the bottom.
How volatile is SFGV?
Over the past history SFGV had an annualized volatility of 10.8% and a Sharpe ratio of 0.98 (excess return over 1–3 month T-bills per unit of risk).