# StepStone Group Inc. (STEP) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

StepStone Group Inc. (STEP) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: STEP +23.28%, SPY +91.36%. Regime STEP RECOVERY · SPY BULL. As of Oct 9, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/STEP/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=STEP%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| STEP | +23.28% | -60.19% | -31.73% |
| SPY | +91.36% | -24.49% | +14.86% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| STEP | -28.81% | -22.52% | +57.16% | +23.28% |
| SPY | +17.26% | +38.01% | +86.77% | +91.36% |

## Annual

| Year | STEP | SPY |
|---|---:|---:|
| YTD | -31.73% | +14.86% |
| 2025 | +12.10% | +18.01% |
| 2024 | +86.62% | +25.59% |
| 2023 | +33.12% | +26.73% |
| 2022 | -36.46% | -18.64% |
| 2021 | +0.50% | +9.53% |

---

Research context only. Not personalized investment advice.