STEP Roast Me: 40-Quarter Scorecard

40 QUARTERS × 3 ROAST BATTLES

26/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.

Trailing 1 year (4 quarters): 8 wins, 4 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.

Quarter	Total return	Revenue growth	EPS growth	Net marginNon-scoring	Trailing P/ENon-scoring	Price/bookNon-scoring	CEO quarterly payNon-scoring	Implied DilutionNon-scoring	Implied BuybackNon-scoring
2026-Q22/3	LoseSTEP / S&P -11.68% / 15.20%	WinSTEP / S&P 48.46% / 15.00%	WinSTEP / S&P 152.63% / 50.40%	Non-scoringSTEP / S&P -30.53% / 15.70%	Non-scoringSTEP / S&P STEP unavailable / 28.47	Non-scoringSTEP / S&P STEP unavailable / S&P unavailable	Non-scoringSTEP / S&P STEP unavailable / S&P unavailable	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.36b
2026-Q12/3	LoseSTEP / S&P -25.19% / -4.33%	WinSTEP / S&P 69.69% / 11.30%	WinSTEP / S&P 187.66% / 27.70%	Non-scoringSTEP / S&P -26.88% / 14.80%	Non-scoringSTEP / S&P STEP unavailable / 25.43	Non-scoringSTEP / S&P STEP unavailable / S&P unavailable	Non-scoringSTEP / S&P STEP unavailable / S&P unavailable	Non-scoringSTEP / S&P STEP unavailable / $0.27b	Non-scoringSTEP / S&P STEP unavailable / $0.00b
2025-Q42/3	LoseSTEP / S&P -1.30% / 2.65%	WinSTEP / S&P 54.50% / 9.00%	WinSTEP / S&P 313.17% / 13.40%	Non-scoringSTEP / S&P -30.66% / 13.20%	Non-scoringSTEP / S&P STEP unavailable / 28.48	Non-scoringSTEP / S&P STEP unavailable / 5.39	Non-scoringSTEP / S&P STEP unavailable / $4.42m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.20b
2025-Q32/3	WinSTEP / S&P 18.20% / 8.12%	WinSTEP / S&P 91.84% / 4.61%	LoseSTEP / S&P -1383.87% / 13.45%	Non-scoringSTEP / S&P -40.06% / 11.78%	Non-scoringSTEP / S&P STEP unavailable / 28.13	Non-scoringSTEP / S&P STEP unavailable / 5.27	Non-scoringSTEP / S&P STEP unavailable / $4.42m	Non-scoringSTEP / S&P STEP unavailable / $0.11b	Non-scoringSTEP / S&P STEP unavailable / $0.00b
2025-Q21/3	LoseSTEP / S&P 7.48% / 10.94%	WinSTEP / S&P 87.87% / 4.83%	LoseSTEP / S&P -489.74% / 10.63%	Non-scoringSTEP / S&P -17.10% / 11.45%	Non-scoringSTEP / S&P STEP unavailable / 27.10	Non-scoringSTEP / S&P STEP unavailable / 5.01	Non-scoringSTEP / S&P STEP unavailable / $4.42m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.23b
2025-Q11/3	LoseSTEP / S&P -9.39% / -4.27%	WinSTEP / S&P 65.09% / 4.98%	LoseSTEP / S&P -355.43% / 10.57%	Non-scoringSTEP / S&P -15.28% / 11.39%	Non-scoringSTEP / S&P STEP unavailable / 26.23	Non-scoringSTEP / S&P STEP unavailable / 4.69	Non-scoringSTEP / S&P STEP unavailable / $4.42m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.10b
2024-Q41/3	LoseSTEP / S&P 2.22% / 2.41%	WinSTEP / S&P 118.88% / 5.25%	LoseSTEP / S&P -283.52% / 6.15%	Non-scoringSTEP / S&P -11.29% / 11.29%	Non-scoringSTEP / S&P STEP unavailable / 28.60	Non-scoringSTEP / S&P STEP unavailable / 4.99	Non-scoringSTEP / S&P STEP unavailable / $4.28m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.08b
2024-Q32/3	WinSTEP / S&P 24.39% / 5.89%	WinSTEP / S&P 48.87% / 5.89%	LoseSTEP / S&P -44.64% / 6.11%	Non-scoringSTEP / S&P 5.19% / 10.87%	Non-scoringSTEP / S&P STEP unavailable / 28.09	Non-scoringSTEP / S&P STEP unavailable / 4.94	Non-scoringSTEP / S&P STEP unavailable / $4.28m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.21b
2024-Q23/3	WinSTEP / S&P 29.47% / 4.28%	WinSTEP / S&P 283.69% / 5.38%	WinSTEP / S&P 254.55% / 5.12%	Non-scoringSTEP / S&P 6.97% / 10.85%	Non-scoringSTEP / S&P STEP unavailable / 27.64	Non-scoringSTEP / S&P STEP unavailable / 4.79	Non-scoringSTEP / S&P STEP unavailable / $4.28m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.36b
2024-Q11/3	WinSTEP / S&P 12.94% / 10.56%	LoseSTEP / S&P -1153.11% / 5.71%	LoseSTEP / S&P -406.67% / 5.59%	Non-scoringSTEP / S&P 8.16% / 10.81%	Non-scoringSTEP / S&P STEP unavailable / 27.02	Non-scoringSTEP / S&P STEP unavailable / 4.71	Non-scoringSTEP / S&P STEP unavailable / $4.28m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.12b
2023-Q41/3	LoseSTEP / S&P 1.64% / 11.69%	WinSTEP / S&P 322.63% / 6.81%	LoseSTEP / S&P -706.67% / 7.78%	Non-scoringSTEP / S&P 10.64% / 11.19%	Non-scoringSTEP / S&P STEP unavailable / 24.35	Non-scoringSTEP / S&P STEP unavailable / 4.31	Non-scoringSTEP / S&P STEP unavailable / $4.08m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.01b
2023-Q32/3	WinSTEP / S&P 28.17% / -3.27%	LoseSTEP / S&P -0.35% / 7.52%	WinSTEP / S&P 41.77% / -5.03%	Non-scoringSTEP / S&P 12.90% / 10.84%	Non-scoringSTEP / S&P STEP unavailable / 23.93	Non-scoringSTEP / S&P STEP unavailable / 3.98	Non-scoringSTEP / S&P STEP unavailable / $4.08m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.24b
2023-Q20/3	LoseSTEP / S&P 4.11% / 8.74%	LoseSTEP / S&P -80.85% / 9.50%	LoseSTEP / S&P -91.91% / -8.57%	Non-scoringSTEP / S&P 7.41% / 10.88%	Non-scoringSTEP / S&P STEP unavailable / 24.01	Non-scoringSTEP / S&P STEP unavailable / 4.19	Non-scoringSTEP / S&P STEP unavailable / $4.08m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.17b
2023-Q10/3	LoseSTEP / S&P -2.93% / 7.50%	LoseSTEP / S&P -104.95% / 10.77%	LoseSTEP / S&P -107.58% / -15.69%	Non-scoringSTEP / S&P 27.23% / 10.82%	Non-scoringSTEP / S&P STEP unavailable / 22.66	Non-scoringSTEP / S&P STEP unavailable / 3.93	Non-scoringSTEP / S&P STEP unavailable / $4.08m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.13b
2022-Q40/3	LoseSTEP / S&P 3.43% / 7.56%	LoseSTEP / S&P -90.83% / 11.88%	LoseSTEP / S&P -103.29% / -17.99%	Non-scoringSTEP / S&P -4.32% / 11.09%	Non-scoringSTEP / S&P STEP unavailable / 22.65	Non-scoringSTEP / S&P STEP unavailable / 3.75	Non-scoringSTEP / S&P STEP unavailable / $3.70m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.15b
2022-Q30/3	LoseSTEP / S&P -5.15% / -4.88%	LoseSTEP / S&P -54.92% / 13.47%	LoseSTEP / S&P -82.83% / -1.41%	Non-scoringSTEP / S&P 9.25% / 12.28%	Non-scoringSTEP / S&P STEP unavailable / 20.58	Non-scoringSTEP / S&P STEP unavailable / 3.60	Non-scoringSTEP / S&P STEP unavailable / $3.70m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.17b
2022-Q20/3	LoseSTEP / S&P -20.65% / -16.10%	LoseSTEP / S&P -15.38% / 13.71%	LoseSTEP / S&P -12.82% / 11.04%	Non-scoringSTEP / S&P 14.41% / 13.03%	Non-scoringSTEP / S&P STEP unavailable / 20.28	Non-scoringSTEP / S&P STEP unavailable / 3.78	Non-scoringSTEP / S&P STEP unavailable / $3.70m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.17b
2022-Q11/3	LoseSTEP / S&P -20.12% / -4.60%	WinSTEP / S&P 73.35% / 15.97%	LoseSTEP / S&P STEP unavailable / 42.23%	Non-scoringSTEP / S&P 14.20% / 14.22%	Non-scoringSTEP / S&P STEP unavailable / 22.19	Non-scoringSTEP / S&P STEP unavailable / 4.51	Non-scoringSTEP / S&P STEP unavailable / $3.70m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.20b
2021-Q41/3	LoseSTEP / S&P -2.16% / 11.03%	WinSTEP / S&P 137.50% / 15.00%	LoseSTEP / S&P STEP unavailable / 96.40%	Non-scoringSTEP / S&P 13.97% / 15.13%	Non-scoringSTEP / S&P STEP unavailable / 23.63	Non-scoringSTEP / S&P STEP unavailable / 4.73	Non-scoringSTEP / S&P STEP unavailable / $3.63m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.13b
2021-Q32/3	WinSTEP / S&P 24.14% / 0.58%	WinSTEP / S&P 201.67% / 10.77%	LoseSTEP / S&P STEP unavailable / 69.42%	Non-scoringSTEP / S&P 13.97% / 14.13%	Non-scoringSTEP / S&P STEP unavailable / 25.35	Non-scoringSTEP / S&P STEP unavailable / 4.38	Non-scoringSTEP / S&P STEP unavailable / $3.63m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.19b
2021-Q21/3	LoseSTEP / S&P -2.27% / 8.55%	WinSTEP / S&P 305.34% / 6.58%	LoseSTEP / S&P STEP unavailable / 51.81%	Non-scoringSTEP / S&P 9.01% / 13.34%	Non-scoringSTEP / S&P STEP unavailable / 26.70	Non-scoringSTEP / S&P STEP unavailable / 4.43	Non-scoringSTEP / S&P STEP unavailable / $3.63m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.11b
2021-Q10/3	LoseSTEP / S&P -11.18% / 6.17%	LoseSTEP / S&P STEP unavailable / -1.06%	LoseSTEP / S&P STEP unavailable / 7.39%	Non-scoringSTEP / S&P 7.95% / 11.60%	Non-scoringSTEP / S&P STEP unavailable / 30.50	Non-scoringSTEP / S&P STEP unavailable / 4.23	Non-scoringSTEP / S&P STEP unavailable / $3.63m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.10b
2020-Q41/3	WinSTEP / S&P 49.57% / 12.15%	LoseSTEP / S&P STEP unavailable / -3.72%	LoseSTEP / S&P STEP unavailable / -33.42%	Non-scoringSTEP / S&P 4.33% / 8.86%	Non-scoringSTEP / S&P STEP unavailable / 39.26	Non-scoringSTEP / S&P STEP unavailable / 4.05	Non-scoringSTEP / S&P STEP unavailable / $3.17m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.01b
2020-Q30/3	LoseSTEP / S&P STEP unavailable / 8.93%	LoseSTEP / S&P STEP unavailable / -2.04%	LoseSTEP / S&P STEP unavailable / -27.10%	Non-scoringSTEP / S&P -0.20% / 9.24%	Non-scoringSTEP / S&P STEP unavailable / 34.27	Non-scoringSTEP / S&P STEP unavailable / 3.65	Non-scoringSTEP / S&P STEP unavailable / $3.17m	Non-scoringSTEP / S&P STEP unavailable / $0.02b	Non-scoringSTEP / S&P STEP unavailable / $0.00b
2020-Q20/3	LoseSTEP / S&P STEP unavailable / 20.54%	LoseSTEP / S&P STEP unavailable / -0.46%	LoseSTEP / S&P STEP unavailable / -27.11%	Non-scoringSTEP / S&P 0.00% / 9.37%	Non-scoringSTEP / S&P STEP unavailable / 31.29	Non-scoringSTEP / S&P STEP unavailable / 3.44	Non-scoringSTEP / S&P STEP unavailable / $3.17m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.03b
2020-Q10/3	LoseSTEP / S&P STEP unavailable / -19.60%	LoseSTEP / S&P STEP unavailable / 3.47%	LoseSTEP / S&P STEP unavailable / -14.75%	Non-scoringSTEP / S&P STEP unavailable / 10.68%	Non-scoringSTEP / S&P STEP unavailable / 22.80	Non-scoringSTEP / S&P STEP unavailable / 2.92	Non-scoringSTEP / S&P STEP unavailable / $3.17m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.05b
2019-Q40/3	LoseSTEP / S&P STEP unavailable / 9.07%	LoseSTEP / S&P STEP unavailable / 5.36%	LoseSTEP / S&P STEP unavailable / 2.99%	Non-scoringSTEP / S&P STEP unavailable / 12.81%	Non-scoringSTEP / S&P STEP unavailable / 22.78	Non-scoringSTEP / S&P STEP unavailable / 3.53	Non-scoringSTEP / S&P STEP unavailable / $3.08m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.05b
2019-Q30/3	LoseSTEP / S&P STEP unavailable / 1.70%	LoseSTEP / S&P STEP unavailable / 5.02%	LoseSTEP / S&P STEP unavailable / 0.21%	Non-scoringSTEP / S&P STEP unavailable / 12.41%	Non-scoringSTEP / S&P STEP unavailable / 22.44	Non-scoringSTEP / S&P STEP unavailable / 3.30	Non-scoringSTEP / S&P STEP unavailable / $3.08m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.09b
2019-Q20/3	LoseSTEP / S&P STEP unavailable / 4.30%	LoseSTEP / S&P STEP unavailable / 6.64%	LoseSTEP / S&P STEP unavailable / 8.65%	Non-scoringSTEP / S&P STEP unavailable / 12.79%	Non-scoringSTEP / S&P STEP unavailable / 21.37	Non-scoringSTEP / S&P STEP unavailable / 3.32	Non-scoringSTEP / S&P STEP unavailable / $3.08m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.27b
2019-Q10/3	LoseSTEP / S&P STEP unavailable / 13.65%	LoseSTEP / S&P STEP unavailable / 8.12%	LoseSTEP / S&P STEP unavailable / 14.29%	Non-scoringSTEP / S&P STEP unavailable / 12.97%	Non-scoringSTEP / S&P STEP unavailable / 20.86	Non-scoringSTEP / S&P STEP unavailable / 3.26	Non-scoringSTEP / S&P STEP unavailable / $3.08m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $34.35b
2018-Q40/3	LoseSTEP / S&P STEP unavailable / -13.52%	LoseSTEP / S&P STEP unavailable / 9.05%	LoseSTEP / S&P STEP unavailable / 18.23%	Non-scoringSTEP / S&P STEP unavailable / 13.10%	Non-scoringSTEP / S&P STEP unavailable / 19.39	Non-scoringSTEP / S&P STEP unavailable / 2.94	Non-scoringSTEP / S&P STEP unavailable / $3.00m	Non-scoringSTEP / S&P STEP unavailable / $0.01b	Non-scoringSTEP / S&P STEP unavailable / $0.00b
2018-Q30/3	LoseSTEP / S&P STEP unavailable / 7.71%	LoseSTEP / S&P STEP unavailable / 10.21%	LoseSTEP / S&P STEP unavailable / 19.06%	Non-scoringSTEP / S&P STEP unavailable / 13.01%	Non-scoringSTEP / S&P STEP unavailable / 22.25	Non-scoringSTEP / S&P STEP unavailable / 3.45	Non-scoringSTEP / S&P STEP unavailable / $3.00m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.17b
2018-Q20/3	LoseSTEP / S&P STEP unavailable / 3.43%	LoseSTEP / S&P STEP unavailable / 9.03%	LoseSTEP / S&P STEP unavailable / 14.46%	Non-scoringSTEP / S&P STEP unavailable / 12.56%	Non-scoringSTEP / S&P STEP unavailable / 22.49	Non-scoringSTEP / S&P STEP unavailable / 3.25	Non-scoringSTEP / S&P STEP unavailable / $3.00m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.19b
2018-Q10/3	LoseSTEP / S&P STEP unavailable / -0.76%	LoseSTEP / S&P STEP unavailable / 7.68%	LoseSTEP / S&P STEP unavailable / 12.46%	Non-scoringSTEP / S&P STEP unavailable / 12.27%	Non-scoringSTEP / S&P STEP unavailable / 23.41	Non-scoringSTEP / S&P STEP unavailable / 3.17	Non-scoringSTEP / S&P STEP unavailable / $3.00m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.08b
2017-Q40/3	LoseSTEP / S&P STEP unavailable / 6.64%	LoseSTEP / S&P STEP unavailable / 7.03%	LoseSTEP / S&P STEP unavailable / 13.82%	Non-scoringSTEP / S&P STEP unavailable / 12.09%	Non-scoringSTEP / S&P STEP unavailable / 24.25	Non-scoringSTEP / S&P STEP unavailable / 3.23	Non-scoringSTEP / S&P STEP unavailable / $2.92m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.05b
2017-Q30/3	LoseSTEP / S&P STEP unavailable / 4.48%	LoseSTEP / S&P STEP unavailable / 5.68%	LoseSTEP / S&P STEP unavailable / 17.57%	Non-scoringSTEP / S&P STEP unavailable / 12.04%	Non-scoringSTEP / S&P STEP unavailable / 23.28	Non-scoringSTEP / S&P STEP unavailable / 3.08	Non-scoringSTEP / S&P STEP unavailable / $2.92m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.11b
2017-Q20/3	LoseSTEP / S&P STEP unavailable / 3.09%	LoseSTEP / S&P STEP unavailable / 4.83%	LoseSTEP / S&P STEP unavailable / 17.74%	Non-scoringSTEP / S&P STEP unavailable / 11.96%	Non-scoringSTEP / S&P STEP unavailable / 23.40	Non-scoringSTEP / S&P STEP unavailable / 3.03	Non-scoringSTEP / S&P STEP unavailable / $2.92m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.08b
2017-Q10/3	LoseSTEP / S&P STEP unavailable / 6.07%	LoseSTEP / S&P STEP unavailable / 3.67%	LoseSTEP / S&P STEP unavailable / 13.32%	Non-scoringSTEP / S&P STEP unavailable / 11.75%	Non-scoringSTEP / S&P STEP unavailable / 23.60	Non-scoringSTEP / S&P STEP unavailable / 3.01	Non-scoringSTEP / S&P STEP unavailable / $2.92m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $20.24b
2016-Q40/3	LoseSTEP / S&P STEP unavailable / 3.82%	LoseSTEP / S&P STEP unavailable / 2.09%	LoseSTEP / S&P STEP unavailable / 7.05%	Non-scoringSTEP / S&P STEP unavailable / 11.37%	Non-scoringSTEP / S&P STEP unavailable / 23.76	Non-scoringSTEP / S&P STEP unavailable / 2.91	Non-scoringSTEP / S&P STEP unavailable / $2.88m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $1.11b
2016-Q30/3	LoseSTEP / S&P STEP unavailable / 3.85%	LoseSTEP / S&P STEP unavailable / 0.20%	LoseSTEP / S&P STEP unavailable / -3.15%	Non-scoringSTEP / S&P STEP unavailable / 10.82%	Non-scoringSTEP / S&P STEP unavailable / 24.22	Non-scoringSTEP / S&P STEP unavailable / 2.78	Non-scoringSTEP / S&P STEP unavailable / $2.88m	Non-scoringSTEP / S&P STEP unavailable / $0.00b	Non-scoringSTEP / S&P STEP unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

Metric	STEP total return	S&P 500 Total Return Index
Total return	-16.70%	20.78%
Annualized return	-16.70%	20.78%

5Y · 2021-09-01 to 2026-08-27

Metric	STEP total return	S&P 500 Total Return Index
Total return	21.21%	83.14%
Annualized return	3.92%	12.86%

10Y · 2020-09-16 to 2026-08-27

Metric	STEP total return	S&P 500 Total Return Index
Total return	132.81%	319.30%
Annualized return	8.82%	15.41%

Calculation rules

window: Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis: Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule: Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency: Quarter endpoints only.
fundamentals: Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring: Net margin, P/E, P/B and other gray context columns never enter the score.

Snapshot captured 2026-09-04.