Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STEZX (International Strategic Equities Portfol) | 15.74% | 37.90% | 26.02% | 11.74% | 10.44% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STEZX (International Strategic Equities Portfol) | 12/22/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.16 | 37.90 | 26.02 | 11.74 | 10.44 | NA | NA | … | … | 15.74 | 43.11 | 12.75 | 13.90 | -17.62 | 10.32 | 4.38 | 19.92 | -14.98 | 29.97 | 2.20 | 0.35 |
| Sharpe Ratio | NA | 2.65 | 1.56 | 0.65 | 0.58 | NA | NA | … | … | 2.58 | 2.44 | 0.67 | 0.78 | -0.93 | 0.80 | 0.15 | 1.78 | -1.21 | 3.91 | 0.12 | 1.09 |
| Standard Deviation(%) | NA | 16.48 | 15.75 | 16.32 | 16.37 | NA | NA | … | … | 21.73 | 16.54 | 13.52 | 13.34 | 20.49 | 12.83 | 27.63 | 10.36 | 13.58 | 7.53 | 16.16 | 14.37 |
| Draw Down(%) | NA | 12.02 | 14.01 | 29.85 | 36.54 | NA | NA | … | … | 12.02 | 14.01 | 10.29 | 11.12 | 29.42 | 6.43 | 34.33 | 7.64 | 23.51 | 2.28 | 11.43 | 1.71 |
| Yield(%) | 0.00 | 13.26 | 8.14 | 5.58 | 5.14 | 3.48 | 2.61 | … | … | 0.00 | 15.96 | 2.72 | 3.68 | 3.25 | 6.16 | 1.32 | 2.41 | 2.63 | 3.66 | 1.46 | 0.05 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| STEZX (International Strategic Equities Portfol) |
-3.22%
Sep 2019 – Sep 2022 |
-2.51%
Sep 2017 – Sep 2022 |
9.55%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEZX (International Strategic Equities Portfol) |
28.90%
May 2023 – May 2026 |
13.51%
Feb 2021 – Feb 2026 |
11.31%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart