Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STPAX (TECHNOLOGY & COMMUNICATIONS PORTFOLIO TECHNOLOGY & COMMUNICATIONS PORTFOLIO CLASS A) | 6.60% | 22.16% | 19.93% | 9.29% | 15.23% | 13.53% | 13.64% | … | … |
Data as of 06/05/2026, Common starting date is 12/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STPAX (TECHNOLOGY & COMMUNICATIONS PORTFOLIO TECHNOLOGY & COMMUNICATIONS PORTFOLIO CLASS A) | 12/28/1998 | 06/05/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.60 | 22.16 | 19.93 | 9.29 | 15.23 | 13.53 | 13.64 | … | … | 6.60 | 16.20 | 20.02 | 45.01 | -31.89 | 16.55 | 26.75 | 32.44 | 0.06 | 27.77 | 16.66 | 5.13 | 12.12 | 33.74 | 14.75 | -9.76 | 49.03 | 61.54 | -46.04 | 30.38 | 3.17 | 6.49 | 5.26 | 45.55 | -50.46 | -54.57 | -37.52 | 166.65 | 2.08 |
| Sharpe Ratio | NA | 1.13 | 0.85 | 0.31 | 0.62 | NA | NA | … | … | 0.68 | 0.58 | 0.92 | 2.49 | -1.09 | 0.94 | 0.74 | 1.83 | -0.06 | 2.69 | 1.09 | 0.31 | 0.45 | 2.76 | 0.93 | -0.35 | 2.27 | 2.53 | -1.22 | 1.37 | -0.01 | 0.26 | 0.16 | 1.56 | -1.47 | -1.12 | -0.66 | 5.61 | 31.09 |
| Standard Deviation(%) | NA | 17.21 | 19.51 | 21.74 | 21.84 | NA | NA | … | … | 20.03 | 23.10 | 17.75 | 16.80 | 30.56 | 17.50 | 35.77 | 16.91 | 21.53 | 10.12 | 15.12 | 16.59 | 26.89 | 12.19 | 16.01 | 28.31 | 21.60 | 24.30 | 38.31 | 20.03 | 18.25 | 15.99 | 26.47 | 28.68 | 35.22 | 51.53 | 62.95 | 29.09 | 14.84 |
| Draw Down(%) | NA | 15.49 | 22.78 | 37.07 | 37.07 | NA | NA | … | … | 15.45 | 22.78 | 12.72 | 9.59 | 36.50 | 8.09 | 29.48 | 12.20 | 21.41 | 4.49 | 11.51 | 11.46 | 14.25 | 4.68 | 14.26 | 26.31 | 10.45 | 14.36 | 54.34 | 11.29 | 20.51 | 15.54 | 31.99 | 15.30 | 57.77 | 71.61 | 60.45 | 14.97 | 0.00 |
| Yield(%) | 0.00 | 16.93 | 14.51 | 10.61 | 14.94 | 13.68 | 19.73 | … | … | 0.00 | 17.18 | 14.94 | 10.21 | 12.47 | 14.44 | 15.46 | 5.26 | 4.58 | 9.77 | 10.09 | 11.76 | 14.93 | 6.32 | 0.80 | 4.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 29.52 | 16.17 | 0.87 |
Data as of 06/05/2026, Common starting date is 12/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STPAX (TECHNOLOGY & COMMUNICATIONS PORTFOLIO TECHNOLOGY & COMMUNICATIONS PORTFOLIO CLASS A) |
-52.37%
Feb 2000 – Feb 2003 |
-31.78%
Feb 2000 – Feb 2005 |
-15.01%
Feb 2000 – Feb 2010 |
-4.79%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STPAX (TECHNOLOGY & COMMUNICATIONS PORTFOLIO TECHNOLOGY & COMMUNICATIONS PORTFOLIO CLASS A) |
37.85%
Feb 2009 – Feb 2012 |
29.18%
Feb 2009 – Feb 2014 |
21.43%
Feb 2009 – Feb 2019 |
18.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart