(STEP) Stepstone - Performance 32% in 12m
STEP performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
50.02%
#68 in Peer-Group
Rel. Strength
79.16%
#1606 in Stock-Universe
Total Return 12m
32.04%
#25 in Peer-Group
Total Return 5y
183.54%
#17 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | 30.7 |
| High / Low | USD |
|---|---|
| 52 Week High | 68.00 USD |
| 52 Week Low | 41.98 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 94.31 |
| Buy/Sell Signal +-5 | 2.64 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: STEP (32%) vs XLF (21.6%)
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 |
|---|---|---|---|---|---|---|---|---|
| TSLX NYSE Sixth Street Specialty |
10.6% | 27.7% | 172% | 12.9 | 11.8 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
7.61% | 62.4% | 229% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| PNNT NYSE PennantPark Investment |
11.2% | 14.4% | 329% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| FHI NYSE Federated Investors |
11.9% | 39.2% | 168% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| OFS NASDAQ OFS Capital |
-1.86% | 12.1% | 272% | 3.82 | 9.2 | 1.67 | -33.2% | -23.5% |
| BK NYSE The Bank of New York Mellon |
9.08% | 56.7% | 217% | 15.5 | 14.2 | 1.27 | 32.4% | 10.4% |
| ARES NYSE Ares Management |
10.9% | 30.8% | 423% | 104 | 36.4 | 0.63 | 22.1% | -6.74% |
| GBDC NASDAQ Golub Capital BDC |
6.46% | 10.8% | 112% | 14.2 | 10.7 | 1.51 | 1.60% | -11.5% |
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 | 20.07% | 4.88% | 5.42% |
| 3 Months | 35.92% | 12.95% | 19.66% |
| 12 Months | 32.04% | 21.63% | 14.17% |
| 5 Years | 183.54% | 141.11% | 107.98% |
| Trend Stabilty (consistency of price movement) | STEP | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 95.5% | 62.3% | 91.9% |
| 3 Months | 58.8% | 85.3% | 97.6% |
| 12 Months | 7.8% | 78.1% | 47.9% |
| 5 Years | 48.3% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th93.00 | 14.49% | 13.90% |
| 3 Month | %th90.50 | 20.34% | 13.59% |
| 12 Month | %th87.50 | 8.56% | 15.65% |
| 5 Years | %th90.50 | 23.27% | 42.43% |
FAQs
Does Stepstone (STEP) outperform the market?
Yes,
over the last 12 months STEP made 32.04%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.63%.
Over the last 3 months STEP made 35.92%, while XLF made 12.95%.
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 | 4.7% | 14.7% | -1.4% | 18% |
| US NASDAQ 100 | QQQ | 3.9% | 13.8% | -3.6% | 15% |
| German DAX 40 | DAX | 5.4% | 16.1% | -11.8% | 1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.2% | 13.9% | -5.2% | 13% |
| Hongkong Hang Seng | HSI | 3.5% | 15.6% | -21.9% | -3% |
| India NIFTY 50 | INDA | 5.5% | 17.9% | -3.2% | 35% |
| Brasil Bovespa | EWZ | 5.2% | 21.6% | -15.5% | 30% |
STEP vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.1% | 16.7% | -5.8% | 6% |
| Consumer Discretionary | XLY | 5.6% | 15.2% | 7.8% | 16% |
| Consumer Staples | XLP | 5.1% | 18.7% | -2% | 26% |
| Energy | XLE | 7.4% | 21.5% | 10.6% | 36% |
| Financial | XLF | 5.4% | 15.2% | -1% | 10% |
| Health Care | XLV | 7.7% | 20.2% | 8.8% | 42% |
| Industrial | XLI | 4.4% | 13.3% | -6.6% | 10% |
| Materials | XLB | 7.5% | 16.4% | 1.4% | 32% |
| Real Estate | XLRE | 4.8% | 19.3% | 1.2% | 27% |
| Technology | XLK | 3.5% | 11.7% | -7.6% | 15% |
| Utilities | XLU | 5.3% | 16.8% | -1.6% | 11% |
| Aerospace & Defense | XAR | -1.2% | 7.2% | -25.1% | -20% |
| Biotech | XBI | 5.4% | 12.7% | 4.1% | 44% |
| Homebuilder | XHB | 8.5% | 10% | 11.4% | 40% |
| Retail | XRT | 6.9% | 15.5% | 2.4% | 29% |
STEP vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 4% | 27.5% | 12.0% | 38% |
| Natural Gas | UNG | -1.4% | 30.8% | 18.7% | 18% |
| Gold | GLD | 4.6% | 21.5% | -19.1% | -3% |
| Silver | SLV | 2.4% | 17.4% | -21.2% | 7% |
| Copper | CPER | 6.9% | 6.1% | -21% | 8% |
STEP vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 7.2% | 21.3% | 4.6% | 38% |
| iShares High Yield Corp. Bond | HYG | 5.1% | 18.7% | 0.5% | 23% |