StepStone Group Inc. (STEP) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$18,576
Total Return
85.76%
CAGR
13.19%
Dividends
$1,563.97
Yield on Cost
15.64%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.59% |
| Median | +2.01% |
| Best | +39.03% |
| Worst | -41.72% |
| % of Windows Positive | 56.6% |
1-Year (252 Trading Days)
| Average | +22.11% |
| Median | +15.08% |
| Best | +168.18% |
| Worst | -45.68% |
| % of Windows Positive | 60.1% |
3-Year (756 Trading Days)
| Average | +91.94% |
| Median | +88.62% |
| Best | +210.49% |
| Worst | +7.19% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -60.49% |
| Average Drawdown | -27.71% |
| Drawdown Duration | 689 Trading Days |
| Sortino Ratio | 0.74 |
| Calmar Ratio | 0.22 |
| CVaR (5%) | -5.58% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -13.30% (-37.47% ann.) | $1329.78 | $43.64 | $8.73 | $0.07 |
| 2025 | +13.08% | +$1307.89 | $250.55 | $50.11 | $0.40 |
| 2024 | +85.12% | +$8511.70 | $332.42 | $66.48 | $0.54 |
| 2023 | +30.56% | +$3056.12 | $429.85 | $85.97 | $0.69 |
| 2022 | -38.15% | $3815.28 | $181.79 | $36.35 | $0.29 |
| 2021 | +5.23% | +$522.80 | $90.72 | $18.15 | $0.14 |
| 2020 partial | +59.20% (+396.42% ann.) | +$5920.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy bazooka / monetary euphoria partial | September 16, 2020 – November 6, 2020 | +10.72% | +107.37% | +$1072.00 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +51.62% | +48.42% | +$5161.95 | $127.59 | $25.52 | $0.19 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -28.94% | -30.42% | $2893.56 | $133.57 | $26.71 | $0.22 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +90.21% | +41.47% | +$9021.15 | $704.77 | $140.95 | $1.13 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +2.30% | +1.44% | +$230.39 | $356.07 | $71.21 | $0.58 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-03-18 | $0.0700 | 0.23% |
| 2021-06-29 | $0.0700 | 0.21% |
| 2021-08-30 | $0.0700 | 0.15% |
| 2021-11-29 | $0.1500 | 0.36% |
| 2022-02-25 | $0.1500 | 0.44% |
| 2022-06-14 | $0.2000 | 0.77% |
| 2022-08-30 | $0.2000 | 0.73% |
| 2022-11-29 | $0.2000 | 0.68% |
| 2023-02-27 | $0.2000 | 0.71% |
| 2023-06-14 | $0.4500 | 1.81% |
| 2023-08-30 | $0.2100 | 0.69% |
| 2023-11-29 | $0.2100 | 0.83% |
| 2024-02-28 | $0.2100 | 0.58% |
| 2024-06-14 | $0.3600 | 0.83% |
| 2024-08-30 | $0.2400 | 0.44% |
| 2024-11-29 | $0.2400 | 0.36% |
| 2025-02-28 | $0.2400 | 0.41% |
| 2025-06-13 | $0.6400 | 1.14% |
| 2025-08-29 | $0.2800 | 0.45% |
| 2025-11-28 | $0.2800 | 0.45% |
| 2026-02-27 | $0.2800 | 0.60% |
| Total | 21 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-29 | $21.22 | $4.24 | $0.03 | 0.5003 |
| 2021-08-30 | $21.26 | $4.25 | $0.03 | 0.3539 |
| 2021-11-29 | $45.61 | $9.13 | $0.08 | 0.8550 |
| 2022-02-25 | $45.74 | $9.15 | $0.08 | 1.0479 |
| 2022-06-14 | $61.19 | $12.24 | $0.10 | 1.8799 |
| 2022-08-30 | $61.57 | $12.31 | $0.10 | 1.8053 |
| 2022-11-29 | $61.93 | $12.39 | $0.10 | 1.6841 |
| 2023-02-27 | $62.26 | $12.45 | $0.10 | 1.7567 |
| 2023-06-14 | $140.90 | $28.18 | $0.23 | 4.6483 |
| 2023-08-30 | $66.73 | $13.35 | $0.11 | 1.7269 |
| 2023-11-29 | $67.09 | $13.42 | $0.11 | 2.0923 |
| 2024-02-28 | $67.53 | $13.51 | $0.11 | 1.5247 |
| 2024-06-14 | $116.31 | $23.26 | $0.19 | 2.1799 |
| 2024-08-30 | $78.06 | $15.61 | $0.13 | 1.1394 |
| 2024-11-29 | $78.34 | $15.67 | $0.13 | 0.9492 |
| 2025-02-28 | $78.56 | $15.72 | $0.13 | 1.0427 |
| 2025-06-13 | $210.18 | $42.03 | $0.33 | 3.1156 |
| 2025-08-29 | $92.83 | $18.57 | $0.15 | 1.1942 |
| 2025-11-28 | $93.16 | $18.63 | $0.15 | 1.1776 |
| 2026-02-27 | $93.49 | $18.70 | $0.15 | 1.7302 |
| Total | $1563.97 | $312.79 | $2.51 | 32.4042 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.