Performance analysis of StepStone Group (STEP)
Annual Return
Over the past 3 years, STEP has had an average annual return of +18.89%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, STEP has had an average annual return of +2.37%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Sep 16, 2020, STEP has had an average annual return of +12.50%, underperforming the benchmark SPY, which returned +16.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -31.41% | +13.64% | +85.95% | +31.62% | -37.83% | +5.43% | +59.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.16% | -38.58% | +10.62% | +10.85% | -6.79% | -14.64% | +3.89% | -31.41% | |||||
| 2025 | +10.71% | -5.74% | -13.18% | -4.25% | +15.68% | -2.92% | +6.95% | +5.02% | +5.24% | -6.78% | +4.20% | +1.60% | +13.64% |
| 2024 | +5.09% | +4.44% | +2.91% | +0.92% | +19.05% | +7.77% | +9.52% | +9.31% | +3.90% | +5.80% | +9.98% | -12.16% | +85.95% |
| 2023 | +15.93% | -1.33% | -15.14% | -9.23% | -2.36% | +17.49% | +13.14% | +10.72% | +2.30% | -10.39% | -8.73% | +24.24% | +31.62% |
| 2022 | -15.78% | -0.95% | -4.26% | -22.50% | +6.40% | -3.78% | +2.34% | +3.20% | -10.19% | +20.45% | +2.25% | -16.01% | -37.83% |
| 2021 | -11.76% | +2.53% | -1.83% | -5.59% | -4.80% | +8.74% | +32.29% | +5.34% | -10.93% | +10.18% | -11.63% | +0.48% | +5.43% |
| 2020 | +6.44% | -3.38% | +5.48% | +46.76% | +59.20% |
Drawdown analysis of StepStone Group (STEP)
The maximum drawdown for the STEP was -60.20%, occurring on May 4, 2023. Recovery took 320 trading sessions.
The current STEP drawdown is -42.29%.
Since Sep 16, 2020 STEP has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.20% | Nov 15, 2021 | 368 | May 4, 2023 | 320 | Aug 13, 2024 | 688 |
| -46.90% | Jan 16, 2026 | 110 | Jun 26, 2026 | Ongoing | Ongoing | Ongoing |
| -38.28% | Nov 11, 2024 | 100 | Apr 8, 2025 | 124 | Oct 6, 2025 | 224 |
| -23.44% | Dec 31, 2020 | 48 | Mar 12, 2021 | 83 | Jul 12, 2021 | 131 |
| -15.84% | Sep 2, 2021 | 25 | Oct 8, 2021 | 22 | Nov 9, 2021 | 47 |
| -13.33% | Nov 13, 2020 | 5 | Nov 20, 2020 | 9 | Dec 4, 2020 | 14 |
| -12.46% | Oct 6, 2025 | 33 | Nov 20, 2025 | 29 | Jan 5, 2026 | 62 |
| -7.28% | Oct 9, 2020 | 14 | Oct 29, 2020 | 3 | Nov 3, 2020 | 17 |
| -6.89% | Aug 30, 2024 | 6 | Sep 10, 2024 | 6 | Sep 18, 2024 | 12 |
| -6.65% | Sep 22, 2020 | 3 | Sep 25, 2020 | 10 | Oct 9, 2020 | 13 |
| -6.27% | Aug 10, 2021 | 1 | Aug 11, 2021 | 13 | Aug 30, 2021 | 14 |
| -5.07% | Jul 29, 2021 | 4 | Aug 4, 2021 | 2 | Aug 6, 2021 | 6 |
| -4.76% | Oct 29, 2024 | 3 | Nov 1, 2024 | 3 | Nov 6, 2024 | 6 |
| -4.11% | Dec 14, 2020 | 1 | Dec 15, 2020 | 3 | Dec 18, 2020 | 4 |
| -3.98% | Jul 12, 2021 | 5 | Jul 19, 2021 | 1 | Jul 20, 2021 | 6 |
| -2.50% | Oct 4, 2024 | 7 | Oct 15, 2024 | 1 | Oct 16, 2024 | 8 |
| -2.43% | Sep 24, 2024 | 2 | Sep 26, 2024 | 3 | Oct 1, 2024 | 5 |
| -2.32% | Sep 16, 2020 | 3 | Sep 21, 2020 | 1 | Sep 22, 2020 | 4 |
| -2.28% | Jan 6, 2026 | 1 | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 |
| -2.16% | Aug 19, 2024 | 3 | Aug 22, 2024 | 2 | Aug 26, 2024 | 5 |
| -2.13% | Aug 26, 2024 | 2 | Aug 28, 2024 | 2 | Aug 30, 2024 | 4 |
| -1.97% | Oct 17, 2024 | 2 | Oct 21, 2024 | 3 | Oct 24, 2024 | 5 |
| -1.89% | Nov 6, 2024 | 1 | Nov 7, 2024 | 1 | Nov 8, 2024 | 2 |
| -1.74% | Oct 24, 2024 | 1 | Oct 25, 2024 | 2 | Oct 29, 2024 | 3 |
| -1.56% | Nov 4, 2020 | 2 | Nov 6, 2020 | 1 | Nov 9, 2020 | 3 |