Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STEP (Stepstone Group Inc) | -26.72% | -9.92% | 26.92% | 9.71% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STEP (Stepstone Group Inc) | 09/17/2020 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.38 | -9.92 | 26.92 | 9.71 | NA | NA | NA | … | … | -26.72 | 13.62 | 85.94 | 31.66 | -37.82 | 5.44 | 60.81 |
| Sharpe Ratio | NA | -0.49 | 0.52 | 0.17 | NA | NA | NA | … | … | -1.07 | 0.24 | 2.31 | 0.84 | -0.89 | 0.13 | 10.00 |
| Standard Deviation(%) | NA | 44.06 | 40.76 | 41.22 | NA | NA | NA | … | … | 53.94 | 44.26 | 35.59 | 33.69 | 44.45 | 41.53 | 41.53 |
| Draw Down(%) | NA | 44.14 | 44.14 | 60.19 | NA | NA | NA | … | … | 44.14 | 34.22 | 17.07 | 31.32 | 44.04 | 30.39 | 13.33 |
| Yield(%) | 1.96 | 3.17 | 5.48 | 3.42 | 2.34 | 1.56 | 1.17 | … | … | 1.67 | 2.45 | 3.31 | 4.30 | 1.84 | 0.94 | 0.00 |
Data as of 06/17/2026, Common starting date is 09/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEP (Stepstone Group Inc) |
-4.79%
Dec 2020 – Dec 2023 |
6.39%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEP (Stepstone Group Inc) |
42.85%
Sep 2022 – Sep 2025 |
21.67%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart