(STEP) Stepstone - Performance 38.9% in 12m
Compare STEP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.07%
#66 in Group
Rel. Strength
89.22%
#836 in Universe
Total Return 12m
38.93%
#14 in Group
Total Return 5y
111.53%
#52 in Group
P/E -
(unknown) Percentile in Group
P/E Forward 24.5
85th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 2.46%
45th Percentile in Group
12m Total Return: STEP (38.9%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-14.3% | 5.85% | 385% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 14.8% | 280% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-12.3% | 22.4% | 352% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| PFLT NYSE PennantPark Floating Rate |
-1.11% | 10.1% | 303% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| APO NYSE Apollo Global Management |
-14.6% | 11.2% | 293% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-1.36% | 16.8% | 349% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-4.42% | 14.3% | 217% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
2.04% | 15.8% | 165% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
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 | -18.79% | -7.49% | -7.79% |
| 3 Months | -20.59% | -1.50% | -9.06% |
| 12 Months | 38.93% | 16.29% | 4.64% |
| 5 Years | 111.53% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | STEP | XLF | S&P 500 |
| 1 Month | 25.3% | 58.6% | -5.5% |
| 3 Months | -70.4% | -8.5% | -61.9% |
| 12 Months | 77.2% | 92.9% | 82.8% |
| 5 Years | 38.8% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #183 | -12.2% | -11.9% |
| 3 Month | #172 | -19.4% | -12.7% |
| 12 Month | #15 | 19.5% | 32.8% |
| 5 Years | #46 | 1.60% | 24.7% |
FAQs
Does STEP Stepstone outperforms the market?
Yes,
over the last 12 months STEP made 38.93%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months STEP made -20.59%, while XLF made -1.50%.
Over the last 3 months STEP made -20.59%, while XLF made -1.50%.
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 | -6.20% | -11.0% | -14.6% | 34.3% |
| US NASDAQ 100 | QQQ | -5.13% | -9.59% | -13.3% | 36.4% |
| US Dow Jones Industrial 30 | DIA | -7.37% | -12.8% | -16.7% | 33.7% |
| German DAX 40 | DAX | -7.32% | -12.5% | -33.5% | 21.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -8.92% | -18.0% | -4.37% | 30.8% |
| Hongkong Hang Seng | HSI | -9.71% | -19.8% | -11.1% | 22.4% |
| India NIFTY 50 | INDA | -10.4% | -25.9% | -9.39% | 39.2% |
| Brasil Bovespa | EWZ | -11.6% | -27.9% | -13.8% | 50.3% |
STEP vs. Sectors STEP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.36% | -10.7% | -23.0% | 25.9% |
| Consumer Discretionary | XLY | -5.50% | -9.16% | -17.6% | 31.8% |
| Consumer Staples | XLP | -13.1% | -17.5% | -21.8% | 26.0% |
| Energy | XLE | -4.96% | -18.3% | -15.0% | 46.7% |
| Financial | XLF | -6.60% | -11.3% | -26.6% | 22.6% |
| Health Care | XLV | -10.3% | -14.9% | -14.7% | 38.0% |
| Industrial | XLI | -6.26% | -12.7% | -13.8% | 36.8% |
| Materials | XLB | -7.45% | -14.8% | -8.07% | 47.8% |
| Real Estate | XLRE | -10.1% | -13.2% | -14.3% | 29.0% |
| Technology | XLK | -3.86% | -8.23% | -7.39% | 44.1% |
| Utilities | XLU | -13.5% | -19.0% | -17.9% | 14.0% |
| Aerospace & Defense | XAR | -6.58% | -15.4% | -19.5% | 23.7% |
| Biotech | XBI | -2.92% | -10.1% | -0.33% | 53.0% |
| Homebuilder | XHB | -4.51% | -11.9% | 5.49% | 53.8% |
| Retail | XRT | -5.15% | -10.3% | -7.90% | 50.5% |