Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STPCX (TECHNOLOGY & COMMUNICATIONS PORTFOLIO TECHNOLOGY & COMMUNICATIONS PORTFOLIO CLASS C) | 11.16% | 27.29% | 21.00% | 9.68% | 15.06% | 13.24% | 13.26% | … | … |
Data as of 06/04/2026, Common starting date is 11/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STPCX (TECHNOLOGY & COMMUNICATIONS PORTFOLIO TECHNOLOGY & COMMUNICATIONS PORTFOLIO CLASS C) | 11/16/2000 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.14 | 27.29 | 21.00 | 9.68 | 15.06 | 13.24 | 13.26 | … | … | 11.16 | 15.60 | 19.14 | 44.29 | -32.31 | 15.91 | 25.95 | 31.68 | -0.51 | 26.93 | 15.94 | 4.59 | 12.26 | 32.88 | 14.09 | -10.32 | 48.20 | 60.56 | -46.34 | 29.48 | 2.67 | 5.78 | 4.57 | 39.51 | -50.41 | -54.50 | -27.87 |
| Sharpe Ratio | NA | 1.56 | 0.93 | 0.34 | 0.61 | NA | NA | … | … | 1.30 | 0.56 | 0.88 | 2.44 | -1.11 | 0.91 | 0.72 | 1.79 | -0.09 | 2.61 | 1.04 | 0.28 | 0.41 | 2.70 | 0.88 | -0.37 | 2.22 | 2.48 | -1.23 | 1.32 | -0.04 | 0.22 | 0.14 | 1.39 | -1.46 | -1.12 | -1.05 |
| Standard Deviation(%) | NA | 16.52 | 19.27 | 21.63 | 21.77 | NA | NA | … | … | 19.00 | 22.99 | 17.73 | 16.82 | 30.55 | 17.48 | 35.75 | 16.91 | 21.55 | 10.13 | 15.07 | 16.54 | 29.73 | 12.16 | 16.07 | 28.32 | 21.63 | 24.42 | 38.50 | 20.02 | 18.16 | 15.89 | 26.48 | 27.99 | 35.24 | 51.54 | 93.77 |
| Draw Down(%) | NA | 15.74 | 22.89 | 37.39 | 37.39 | NA | NA | … | … | 15.61 | 22.89 | 12.75 | 9.57 | 36.74 | 8.10 | 29.56 | 12.26 | 21.57 | 4.56 | 11.61 | 11.53 | 15.90 | 4.72 | 14.34 | 26.55 | 10.54 | 14.49 | 54.66 | 11.24 | 20.71 | 15.66 | 32.29 | 15.60 | 57.82 | 71.53 | 32.73 |
| Yield(%) | 0.00 | 30.51 | 22.53 | 14.17 | 17.55 | 14.84 | 20.78 | … | … | 0.00 | 30.83 | 24.33 | 15.81 | 17.48 | 19.18 | 19.60 | 6.56 | 5.61 | 11.70 | 11.81 | 13.43 | 16.63 | 6.96 | 0.88 | 4.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 34.75 |
Data as of 06/04/2026, Common starting date is 11/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STPCX (TECHNOLOGY & COMMUNICATIONS PORTFOLIO TECHNOLOGY & COMMUNICATIONS PORTFOLIO CLASS C) |
-33.72%
Jan 2001 – Jan 2004 |
-20.08%
Jan 2001 – Jan 2006 |
-6.07%
Jan 2001 – Jan 2011 |
-1.56%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STPCX (TECHNOLOGY & COMMUNICATIONS PORTFOLIO TECHNOLOGY & COMMUNICATIONS PORTFOLIO CLASS C) |
37.00%
Feb 2009 – Feb 2012 |
28.39%
Feb 2009 – Feb 2014 |
20.79%
Feb 2009 – Feb 2019 |
17.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart