(STEP) Stepstone - Performance 28% in 12m
STEP performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
51.12%
#60 in Peer-Group
Rel. Strength
77.37%
#1723 in Stock-Universe
Total Return 12m
28.04%
#29 in Peer-Group
Total Return 5y
141.48%
#21 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | 29.5 |
| High / Low | USD |
|---|---|
| 52 Week High | 68.00 USD |
| 52 Week Low | 41.60 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 9.46 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: STEP (28%) vs XLF (24.4%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
2.48% | 50.6% | 231% | 7.92 | 6.77 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
-3.44% | 27.8% | 406% | 99.3 | 34.5 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
0.76% | 55.4% | 168% | 14.7 | 13.3 | 1.18 | 28.1% | 10.4% |
| TSLX NYSE Sixth Street Specialty |
5.03% | 19.8% | 133% | 12.4 | 11.4 | 1.27 | -27.1% | -3.62% |
| FHI NYSE Federated Investors |
-1.61% | 36.1% | 128% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| APO NYSE Apollo Global Management |
-8.61% | 15.2% | 193% | 23 | 17 | 1.37 | 3.80% | -28.4% |
| OFS NASDAQ OFS Capital |
5.02% | 7.11% | 214% | 4.02 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
-0.31% | 1.85% | 220% | 9.22 | 9.73 | 0.28 | -21.9% | -23.3% |
Performance Comparison: STEP vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for STEP
| Total Return (including Dividends) | STEP | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -8.05% | -2.19% | 1.73% |
| 3 Months | 6.38% | 5.74% | 8.59% |
| 12 Months | 28.04% | 24.42% | 11.46% |
| 5 Years | 141.48% | 127.03% | 109.12% |
| Trend Score (consistency of price movement) | STEP | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -57.5% | -20.6% | 69.9% |
| 3 Months | 56.8% | 63.2% | 69.3% |
| 12 Months | 27.9% | 79.3% | 43.2% |
| 5 Years | 45.5% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #183 | -5.99% | -9.62% |
| 3 Month | #60 | 0.61% | -2.03% |
| 12 Month | #32 | 2.91% | 14.88% |
| 5 Years | #21 | 10.72% | 27.99% |
FAQs
Does Stepstone (STEP) outperform the market?
Yes,
over the last 12 months STEP made 28.04%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.42%.
Over the last 3 months STEP made 6.38%, while XLF made 5.74%.
Performance Comparison STEP vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
STEP vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.8% | -9.8% | -11.1% | 17% |
| US NASDAQ 100 | QQQ | -5.6% | -10.3% | -11.3% | 17% |
| German DAX 40 | DAX | -2.9% | -7.4% | -26.5% | -0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.8% | -7.2% | -11.6% | 15% |
| Hongkong Hang Seng | HSI | -7.2% | -13.8% | -28% | 1% |
| India NIFTY 50 | INDA | -4.6% | -8.1% | -9.7% | 28% |
| Brasil Bovespa | EWZ | -7.7% | -7.4% | -28.3% | 20% |
STEP vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.1% | -10.5% | -13.9% | 4% |
| Consumer Discretionary | XLY | -6% | -6.4% | -2% | 9% |
| Consumer Staples | XLP | -5.3% | -9.3% | -11.7% | 20% |
| Energy | XLE | -11.8% | -10.8% | -12.1% | 25% |
| Financial | XLF | -3.6% | -5.9% | -13.4% | 4% |
| Health Care | XLV | -7.5% | -11.3% | -9.1% | 33% |
| Industrial | XLI | -4.6% | -9% | -16.3% | 10% |
| Materials | XLB | -5.7% | -9.6% | -10.6% | 29% |
| Real Estate | XLRE | -6.2% | -10% | -11.2% | 15% |
| Technology | XLK | -6.5% | -10.9% | -12.1% | 22% |
| Utilities | XLU | -6.5% | -10.3% | -18.2% | 8% |
| Aerospace & Defense | XAR | -5.9% | -16.2% | -29.8% | -13% |
| Biotech | XBI | -5.4% | -15.9% | -1.2% | 39% |
| Homebuilder | XHB | -5.2% | -1.2% | 5.5% | 38% |
| Retail | XRT | -2.4% | -9.2% | -3.1% | 27% |
STEP vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -18.6% | -23.3% | -19.8% | 22% |
| Natural Gas | UNG | -1.4% | 2% | -26.7% | 47% |
| Gold | GLD | -9.8% | -13.7% | -41.2% | -20% |
| Silver | SLV | -7% | -18.2% | -30.5% | 3% |
| Copper | CPER | -4.7% | -9.3% | -25.7% | 20% |
STEP vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -7.3% | -8.9% | -9.6% | 32% |
| iShares High Yield Corp. Bond | HYG | -6.3% | -8.4% | -14.6% | 19% |