(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%)
Total Return of Stepstone versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (STEP) Stepstone - Performance 32% in 12m

Top Performer in Asset Management & Custody Banks

Short Term Performance

Symbol 1w 1m 3m
STEP 5.06% 20.1% 35.9%
ALCBI 8.54% -58.2% 773%
BTCS 50.8% 171% 292%
IREN 5.99% 84.8% 223%

Long Term Performance

Symbol 6m 12m 5y
STEP 4.32% 32% 184%
ALCBI 364% 211% 179%
BTCS 81.2% 281% 298%
IREN 50.5% 60.3% -26.2%

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%