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Simulated Performance for Altshuler Shaham Ltd

Performance Trend (13F securities)
Reporting Period Quarterly Simulated Performance Quarterly Hit Rate Annual Simulated Performance Annual Hit Rate Annual Simulated Performance Decile Annual Simulated Performance Hedge Funds Decile Annual Simulated Performance Quant Decile Annual Simulated Performance Fundamental Decile
Dec. 31, 2017 -4.06 % 0.43 -8.89 % 0.44 4
March 31, 2018 1.18 % 0.63 3.24 % 0.74 3
June 30, 2018 8.50 % 0.70 -5.25 % 0.62 2
Sept. 30, 2018 -19.86 % 0.12 -10.46 % 0.56 2
Dec. 31, 2018 17.97 % 0.87 32.18 % 0.83 7
March 31, 2019 -2.31 % 0.61 -20.95 % 0.30 3
June 30, 2019 -1.45 % 0.55 0.60 % 0.50 5
Sept. 30, 2019 11.68 % 0.72 12.40 % 0.61 5
Dec. 31, 2019 -28.89 % 0.08 9.47 % 0.67 3
March 31, 2020 30.88 % 0.92 64.90 % 0.96 6
June 30, 2020 12.60 % 0.67 42.72 % 0.84 5
Sept. 30, 2020 11.12 % 0.79 20.16 % 0.76 2
Dec. 31, 2020 3.93 % 0.59 14.29 % 0.67 2
March 31, 2021 9.05 % 0.70 11.95 % 0.47 6
June 30, 2021 -2.80 % 0.47 -15.57 % 0.31 4
Sept. 30, 2021 11.34 % 0.62 -15.56 % 0.24 6
Dec. 31, 2021 -10.60 % 0.33 -27.43 % 0.29 3
March 31, 2022 -16.31 % 0.19 -2.96 % 0.39 9
June 30, 2022 -6.91 % 0.33 17.14 % 0.66 6
Sept. 30, 2022 13.06 % 0.76 15.76 % 0.67 4
Dec. 31, 2022 1.44 % 0.55 13.71 % 0.62 3
March 31, 2023 2.09 % 0.61 21.72 % 0.66 4
June 30, 2023 -2.39 % 0.32 17.84 % 0.58 5
Sept. 30, 2023 13.39 % 0.77 28.77 % 0.78 4
Dec. 31, 2023 6.22 % 0.71 22.83 % 0.64 6
March 31, 2024 2.20 % 0.41 11.21 % 0.51 8
June 30, 2024 1.85 % 0.73 - -
Sept. 30, 2024 5.24 % 0.47 - -
Dec. 31, 2024 -3.91 % 0.46 - -
March 31, 2025 - - - -