Overview Performance Dividends Peer Group Options

(STEP) Stepstone - Performance 41.5% in 12m

Compare STEP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 51.97%
#64 in Group
Rel. Strength 87.28%
#1016 in Universe
Total Return 12m 41.53%
#13 in Group
Total Return 5y 121.68%
#37 in Group
P/E -
(?) Percentile in Group
P/E Forward 24.0
85th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.00%
37th Percentile in Group

12m Total Return: STEP (41.5%) vs XLF (22.7%)

Compare overall performance (total returns) of Stepstone with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (STEP) Stepstone - Performance 41.5% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
STEP 3.6% -4.25% -21.6%
FON -14.0% 25.0% 134%
BOWN -7.57% 27.5% 63.6%
SWIN 9.25% 18.9% 21.5%
Long Term
Symbol 6m 12m 5y
STEP -16.2% 41.5% 122%
FON 558% 635% 1,353%
FOA 70.6% 335% -79.1%
OPFI 88.4% 261% 2.12%
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
AMP NYSE
Ameriprise Financial		 -2.7% 15.9% 355% 16 12.6 1.83 11.6% 5.92%
AGF-B TO
AGF Management		 2.72% 37.1% 236% 6.99 6 1.25 81.8% 68.2%
APO NYSE
Apollo Global Management		 -0.34% 27.7% 291% 18.2 16.6 1.37 74.1% 26.5%
BCSF NYSE
Bain Capital Specialty		 -7.83% 2.37% 182% 8.09 10.4 1.07 24.1% -1.62%
TSLX NYSE
Sixth Street Specialty		 -7.24% 5.49% 143% 10.3 9.76 1.27 -3.10% -5.88%
BK NYSE
The Bank of New York Mellon		 -3.51% 46% 163% 12.8 11.6 1.03 64.4% 12.5%
FHI NYSE
Federated Investors		 -0.39% 31.9% 129% 11.2 9.9 1.9 60.9% 19.9%
PNNT NYSE
PennantPark Investment		 -6.05% 4.78% 271% 7.25 7.61 0.28 -7.30% -22.8%

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 -4.25% -2.11% -0.87%
3 Months -21.63% -4.92% -7.58%
12 Months 41.53% 22.69% 11.88%
5 Years 121.68% 144.89% 110.33%
Trend Score (consistency of price movement) STEP XLF S&P 500
1 Month 25.2% 27.8% 23%
3 Months -88.5% -81% -88.5%
12 Months 53.8% 83.7% 55.1%
5 Years 41.3% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #145 -2.19% -3.41%
3 Month #177 -17.6% -15.2%
12 Month #12 15.4% 26.5%
5 Years #30 4.14% 26.5%

FAQs

Does STEP Stepstone outperforms the market?

Yes, over the last 12 months STEP made 41.53%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months STEP made -21.63%, while XLF made -4.92%.

Performance Comparison STEP vs Indeces and Sectors

STEP vs. Indices STEP is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.03% -3.38% -14.3% 29.7%
US NASDAQ 100 QQQ -1.00% -5.65% -14.8% 28.9%
US Dow Jones Industrial 30 DIA 0.97% -1.07% -14.2% 32.3%
German DAX 40 DAX 1.26% -5.57% -33.8% 16.9%
Shanghai Shenzhen CSI 300 CSI 300 3.99% -1.43% -11.3% 35.6%
Hongkong Hang Seng HSI 1.02% -4.31% -16.2% 27.6%
India NIFTY 50 INDA 2.87% -8.31% -14.6% 38.5%
Brasil Bovespa EWZ 0.83% -8.85% -18.0% 47.4%

STEP vs. Sectors STEP is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -0.22% -3.20% -20.5% 17.6%
Consumer Discretionary XLY -0.05% -4.15% -16.8% 28.2%
Consumer Staples XLP 3.53% -4.45% -19.6% 30.3%
Energy XLE 4.51% 9.61% -8.53% 52.6%
Financial XLF 1.42% -2.14% -21.9% 18.8%
Health Care XLV 0.11% -0.46% -12.6% 39.8%
Industrial XLI -0.39% -4.36% -15.0% 31.9%
Materials XLB 0.64% -1.82% -6.91% 45.1%
Real Estate XLRE 1.55% -2.94% -13.4% 23.4%
Technology XLK -2.42% -5.94% -11.0% 33.8%
Utilities XLU 2.87% -4.31% -16.4% 19.7%
Aerospace & Defense XAR -0.92% -10.6% -27.9% 15.0%
Biotech XBI -1.27% -6.53% -1.68% 43.4%
Homebuilder XHB 0.72% -1.98% 0.49% 48.6%
Retail XRT 1.60% -3.69% -8.75% 44.3%

STEP vs. Commodities STEP is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 10.2% 13.6% -3.15% 60.4%
Natural Gas UNG -2.82% 18.3% -47.9% 25.6%
Gold GLD 3.56% -9.67% -36.0% -1.85%
Silver SLV 6.74% 0.24% -15.5% 18.5%
Copper CPER 9.63% 5.43% -20.5% 40.7%

STEP vs. Yields & Bonds STEP is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.14% -2.89% -15.0% 35.9%
iShares High Yield Corp. Bond HYG 2.83% -4.37% -18.4% 32.3%