STEP Performance & Benchmarks - 24.4% in 12m
The Total Return for 3m is 22.2%, for 6m -4.8% and YTD 6.5%. Compare with Peer-Group: Asset Management & Custody Banks
Performance Rating
49.04%
#67 in Peer-Group
Rel. Strength
73.38%
#2042 in Stock-Universe
Total Return 12m
24.43%
#36 in Peer-Group
Total Return 5y
172.11%
#18 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | 33.8 |
| High / Low | USD |
|---|---|
| 52 Week High | 68.00 USD |
| 52 Week Low | 41.98 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 50.60 |
| Buy/Sell Signal +-5 | -0.21 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: STEP (24.4%) vs XLF (22%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| STEP | -1.08% | 9.35% | 22.2% |
| BTCS | -17.6% | 120% | 170% |
| ALCBI | -25.6% | -63.7% | 422% |
| IREN | -15.0% | 10.8% | 157% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| STEP | -4.76% | 24.4% | 172% |
| ALCBI | 189% | 72.1% | 58.5% |
| BTCS | 54.8% | 216% | 75.0% |
| IREN | 56.7% | 72.1% | -34.0% |
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 |
|---|---|---|---|---|---|---|---|---|
| PNNT NYSE PennantPark Investment |
5.7% | 12.5% | 309% | 9.97 | 10.6 | 0.28 | 24.0% | 18.8% |
| TSLX NYSE Sixth Street Specialty |
-0.63% | 23.9% | 144% | 12.9 | 11.9 | 1.27 | 1.80% | 78.7% |
| AGF-B TO AGF Management |
-5.65% | 59.6% | 212% | 8.06 | 7.04 | 1.25 | 74.2% | 24.9% |
| BK NYSE The Bank of New York Mellon |
12.9% | 60.5% | 229% | 15.4 | 14.6 | 1.17 | 47.0% | 16.2% |
| ARES NYSE Ares Management |
8.39% | 28.8% | 438% | 109 | 38 | 0.63 | 44.9% | 36.9% |
| OFS NASDAQ OFS Capital |
-0.24% | 14.1% | 229% | 3.78 | 9.2 | 1.67 | 54.2% | 17.2% |
| FHI NYSE Federated Investors |
12.1% | 47.3% | 141% | 13.7 | 11.7 | 1.05 | 19.5% | 26.6% |
| GBDC NASDAQ Golub Capital BDC |
1.77% | 7.68% | 102% | 14.2 | 10.7 | 1.51 | 40.9% | 49.4% |
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 | 9.35% | 0.63% | 2.69% |
| 3 Months | 22.24% | 8.65% | 14.80% |
| 12 Months | 24.43% | 21.99% | 18.52% |
| 5 Years | 172.11% | 139.38% | 107.25% |
| Trend Stabilty (consistency of price movement) | STEP | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 78.2% | 35% | 91.2% |
| 3 Months | 58.2% | 84.1% | 97.5% |
| 12 Months | 5.4% | 78.1% | 49.7% |
| 5 Years | 49.4% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 88 %th | 8.67% | 6.49% |
| 3 Month | 87 %th | 12.50% | 6.48% |
| 12 Month | 82 %th | 2.00% | 4.99% |
| 5 Years | 90 %th | 17.87% | 35.30% |
FAQs
Does Stepstone (STEP) outperform the market?
Yes,
over the last 12 months STEP made 24.43%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.99%.
Over the last 3 months STEP made 22.24%, while XLF made 8.65%.
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 | -1.1% | 6.7% | -10.3% | 6% |
| US NASDAQ 100 | QQQ | -1.8% | 6.4% | -13.6% | -0% |
| German DAX 40 | DAX | -1.3% | 7.9% | -16% | -7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.4% | 4.4% | -14.5% | -1% |
| Hongkong Hang Seng | HSI | -1.7% | 3.9% | -32.8% | -19% |
| India NIFTY 50 | INDA | 2.6% | 14.7% | -8.2% | 31% |
| Brasil Bovespa | EWZ | 1.1% | 16.2% | -12.7% | 21% |
STEP vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.8% | 11.3% | -9.7% | -3% |
| Consumer Discretionary | XLY | 0.4% | 6.7% | -0.9% | 2% |
| Consumer Staples | XLP | 0.4% | 10% | -6.9% | 19% |
| Energy | XLE | -2.1% | 6% | -3.6% | 27% |
| Financial | XLF | -0.3% | 8.7% | -7.3% | 2% |
| Health Care | XLV | 0.5% | 9.8% | 3.4% | 34% |
| Industrial | XLI | 0% | 6.3% | -14.5% | 2% |
| Materials | XLB | 2.6% | 8.2% | -5.1% | 25% |
| Real Estate | XLRE | 0.6% | 7.6% | -7.9% | 19% |
| Technology | XLK | -2.8% | 4.8% | -19.2% | -3% |
| Utilities | XLU | -2% | 5% | -15.1% | 2% |
| Aerospace & Defense | XAR | -0% | 5.7% | -29.7% | -23% |
| Biotech | XBI | 1.2% | 5.4% | 3% | 37% |
| Homebuilder | XHB | 3.4% | 4.9% | 2% | 37% |
| Retail | XRT | 3.2% | 6.3% | -2.5% | 21% |
STEP vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -8.7% | -1.50% | -8.99% | 16% |
| Natural Gas | UNG | 1.6% | 22% | 12.5% | 29% |
| Gold | GLD | 2.5% | 10.6% | -21.4% | -11% |
| Silver | SLV | 5% | 7.2% | -21.4% | -5% |
| Copper | CPER | 20.7% | 20.1% | -8.7% | 14% |
STEP vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2% | 10.6% | -5.2% | 28% |
| iShares High Yield Corp. Bond | HYG | -0.8% | 9.3% | -8.2% | 16% |