Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

STEP Relative to the S&P 500

STEP Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the StepStone Group Inc. (NASD:STEP) seasonal charts above shows that a Buy Date of May 16 and a Sell Date of September 21 has resulted in a geometric average return of 33.67% above the benchmark rate of the S&P 500 Total Return Index over the past 4 years. This seasonal timeframe has shown positive results compared to the benchmark in 4 of those periods. This is an excellent rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 4 years by an average of 34.59% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

A word of caution: Only 4 years of data is available for shares of STEP, perhaps insufficient to create a seasonal profile that accurately gauges the seasonal tendencies influencing the investment. Ideally, while 20 years is preferred, at least 10 years of data is required to perform a seasonal analysis that is considered to be reliable for future seasonal periods.

StepStone Group, Inc. is a private markets investment firm. It focuses on providing customized investment solutions and advisory and data services to clients. The firm serves public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. The company was founded by Monte M. Brem, Jose A. Fernandez, Steve R. Mitchell, Thomas Porter Keck, and Robert A. Waldo in January 2007 and is headquartered in New York, NY.

To download STEP seasonal chart data, please log in or Subscribe.

Stocks mentioned in this post: STEP