Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STEYX (International Strategic Equities Portfol) | 17.01% | 38.40% | 26.00% | 12.17% | 10.52% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STEYX (International Strategic Equities Portfol) | 12/22/2015 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.83 | 38.40 | 26.00 | 12.17 | 10.52 | NA | NA | … | … | 17.01 | 43.13 | 12.79 | 13.87 | -17.55 | 10.34 | 4.40 | 19.85 | -14.92 | 30.03 | 2.00 | 0.35 |
| Sharpe Ratio | NA | 2.07 | 1.44 | 0.57 | 0.54 | NA | NA | … | … | 1.71 | 2.44 | 0.68 | 0.77 | -0.93 | 0.81 | 0.15 | 1.77 | -1.20 | 3.91 | 0.11 | 1.09 |
| Standard Deviation(%) | NA | 17.07 | 15.89 | 16.42 | 16.41 | NA | NA | … | … | 22.36 | 16.55 | 13.56 | 13.34 | 20.40 | 12.77 | 27.56 | 10.38 | 13.60 | 7.55 | 16.13 | 14.37 |
| Draw Down(%) | NA | 12.04 | 14.03 | 29.81 | 36.51 | NA | NA | … | … | 12.04 | 14.03 | 10.31 | 11.05 | 29.39 | 6.37 | 34.31 | 7.65 | 23.47 | 2.36 | 11.43 | 1.71 |
| Yield(%) | 0.00 | 13.20 | 8.09 | 5.65 | 5.14 | 3.49 | 2.62 | … | … | 0.00 | 16.02 | 2.75 | 3.74 | 3.28 | 6.18 | 1.34 | 2.43 | 2.64 | 3.66 | 1.46 | 0.05 |
Data as of 06/09/2026, Common starting date is 12/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEYX (International Strategic Equities Portfol) |
-3.21%
Sep 2019 – Sep 2022 |
-2.51%
Sep 2017 – Sep 2022 |
9.56%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEYX (International Strategic Equities Portfol) |
28.94%
May 2023 – May 2026 |
13.55%
Feb 2021 – Feb 2026 |
11.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart