Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STESX (International Strategic Equities Portfol) | 20.94% | 44.03% | 27.56% | 12.50% | 10.66% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STESX (International Strategic Equities Portfol) | 12/22/2015 | 06/04/2026 |
| 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 (%) | 0.21 | 44.03 | 27.56 | 12.50 | 10.66 | NA | NA | … | … | 20.94 | 42.81 | 12.52 | 13.30 | -17.80 | 10.04 | 4.21 | 19.61 | -15.24 | 29.72 | 1.93 | 0.34 |
| Sharpe Ratio | NA | 2.64 | 1.54 | 0.63 | 0.56 | NA | NA | … | … | 2.58 | 2.43 | 0.66 | 0.73 | -0.94 | 0.78 | 0.14 | 1.76 | -1.22 | 3.91 | 0.11 | 1.05 |
| Standard Deviation(%) | NA | 16.44 | 15.71 | 16.32 | 16.37 | NA | NA | … | … | 21.65 | 16.51 | 13.54 | 13.39 | 20.49 | 12.83 | 27.60 | 10.33 | 13.65 | 7.47 | 16.10 | 14.38 |
| Draw Down(%) | NA | 12.00 | 13.98 | 30.05 | 36.89 | NA | NA | … | … | 12.00 | 13.98 | 10.33 | 11.16 | 29.59 | 6.46 | 34.36 | 7.67 | 23.64 | 2.29 | 11.43 | 1.72 |
| Yield(%) | 0.00 | 13.12 | 7.84 | 5.37 | 4.86 | 3.29 | 2.46 | … | … | 0.00 | 15.77 | 2.46 | 3.20 | 2.99 | 5.95 | 1.07 | 2.16 | 2.40 | 3.46 | 1.39 | 0.04 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| STESX (International Strategic Equities Portfol) |
-3.42%
Sep 2019 – Sep 2022 |
-2.74%
Sep 2017 – Sep 2022 |
9.27%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STESX (International Strategic Equities Portfol) |
28.52%
May 2023 – May 2026 |
13.21%
Feb 2021 – Feb 2026 |
11.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart