(STEP) Stepstone - Performance 28.5% in 12m
STEP performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
49.54%
#60 in Peer-Group
Rel. Strength
74.06%
#1992 in Stock-Universe
Total Return 12m
28.46%
#30 in Peer-Group
Total Return 5y
155.61%
#19 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | 28.5 |
| High / Low | USD |
|---|---|
| 52 Week High | 68.00 USD |
| 52 Week Low | 41.98 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 53.66 |
| Buy/Sell Signal +-5 | 0.35 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: STEP (28.5%) vs XLF (30%)
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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
6.45% | 58.4% | 226% | 8.53 | 7.45 | 1.25 | 79.0% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
7.11% | 23.4% | 167% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| ARES NYSE Ares Management |
6.01% | 32.1% | 428% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| FHI NYSE Federated Investors |
7.74% | 44.5% | 144% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| BK NYSE The Bank of New York Mellon |
4.64% | 58.4% | 179% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| PNNT NYSE PennantPark Investment |
5.9% | 3.53% | 275% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
4.25% | 12% | 231% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| APO NYSE Apollo Global Management |
10.9% | 23.3% | 227% | 24.9 | 18.6 | 1.37 | 3.80% | -28.4% |
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 | 1.95% | 5.08% | 5.25% |
| 3 Months | 31.35% | 20.75% | 24.13% |
| 12 Months | 28.46% | 29.97% | 14.15% |
| 5 Years | 155.61% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | STEP | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -14.9% | 64.2% | 81% |
| 3 Months | 62% | 86% | 96.9% |
| 12 Months | 13% | 78% | 44.9% |
| 5 Years | 47.1% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th41.00 | -2.98% | -3.13% |
| 3 Month | %th85.00 | 8.78% | 5.82% |
| 12 Month | %th85.00 | -1.16% | 12.54% |
| 5 Years | %th89.50 | 9.70% | 28.95% |
FAQs
Does Stepstone (STEP) outperform the market?
No,
over the last 12 months STEP made 28.46%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.97%.
Over the last 3 months STEP made 31.35%, while XLF made 20.75%.
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 | -0.2% | -3.3% | -10.2% | 14% |
| US NASDAQ 100 | QQQ | 0% | -3.4% | -10.9% | 16% |
| German DAX 40 | DAX | 2% | 3.4% | -22.4% | -0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0% | -1.3% | -13.6% | 9% |
| Hongkong Hang Seng | HSI | 0.2% | -4.1% | -29.7% | -10% |
| India NIFTY 50 | INDA | 1.6% | -1.5% | -10.5% | 29% |
| Brasil Bovespa | EWZ | -2.7% | -6.9% | -35.3% | 18% |
STEP vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.2% | -4% | -14.3% | 4% |
| Consumer Discretionary | XLY | 0.3% | -1.2% | -2.6% | 11% |
| Consumer Staples | XLP | -0.5% | 1.3% | -11.9% | 20% |
| Energy | XLE | -0.5% | -5.1% | -6.1% | 29% |
| Financial | XLF | -0.9% | -3.1% | -15.1% | -2% |
| Health Care | XLV | 0.3% | -0.2% | -2.9% | 33% |
| Industrial | XLI | -0.3% | -2.3% | -18.1% | 3% |
| Materials | XLB | -2.5% | -2.3% | -14.7% | 22% |
| Real Estate | XLRE | -0.1% | 1% | -9.9% | 16% |
| Technology | XLK | -1% | -6.7% | -12.5% | 17% |
| Utilities | XLU | 0.9% | 0.2% | -13.4% | 6% |
| Aerospace & Defense | XAR | 1.9% | -5.1% | -28.8% | -21% |
| Biotech | XBI | -1.2% | -1.4% | 3% | 35% |
| Homebuilder | XHB | -2.7% | -5.1% | -3% | 23% |
| Retail | XRT | -2.7% | -3% | -5.9% | 17% |
STEP vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1.1% | -6.49% | -1.81% | 36% |
| Natural Gas | UNG | 9.3% | 11.8% | 6.6% | 31% |
| Gold | GLD | -0.5% | 3.2% | -30.8% | -11% |
| Silver | SLV | -1.2% | -5% | -27.6% | 11% |
| Copper | CPER | 0.8% | -2.6% | -27.3% | 18% |
STEP vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.6% | 0.9% | -6.8% | 30% |
| iShares High Yield Corp. Bond | HYG | 1% | 0.4% | -9.1% | 18% |