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 |
---|---|---|---|---|---|---|---|---|
June 30, 2013 | 2.87 % | 0.70 | 12.39 % | 0.86 | ||||
Sept. 30, 2013 | 2.03 % | 0.76 | 2.01 % | 0.59 | ||||
Dec. 31, 2013 | 0.37 % | 0.79 | -0.92 % | 0.62 | ||||
March 31, 2014 | 4.05 % | 0.83 | -0.37 % | 0.61 | ||||
June 30, 2014 | -2.22 % | 0.31 | 3.38 % | 0.56 | ||||
Sept. 30, 2014 | -0.05 % | 0.68 | 3.46 % | 0.50 | ||||
Dec. 31, 2014 | 2.87 % | 0.68 | 2.03 % | 0.55 | ||||
March 31, 2015 | 4.03 % | 0.69 | -1.16 % | 0.39 | ||||
June 30, 2015 | -3.72 % | 0.31 | -8.20 % | 0.29 | ||||
Sept. 30, 2015 | 1.99 % | 0.33 | 0.48 % | 0.67 | ||||
Dec. 31, 2015 | 1.12 % | 0.68 | 6.08 % | 0.78 | ||||
March 31, 2016 | 0.28 % | 0.63 | 10.03 % | 0.81 | ||||
June 30, 2016 | 2.57 % | 0.82 | 11.81 % | 0.91 | ||||
Sept. 30, 2016 | 1.16 % | 0.73 | 4.85 % | 0.82 | ||||
Dec. 31, 2016 | 0.68 % | 0.77 | 2.05 % | 0.70 | ||||
March 31, 2017 | 1.27 % | 0.59 | -0.49 % | 0.50 | ||||
June 30, 2017 | -2.27 % | 0.59 | -3.41 % | 0.56 | ||||
Sept. 30, 2017 | -1.00 % | 0.35 | 3.78 % | 0.73 | ||||
Dec. 31, 2017 | 0.05 % | 0.71 | -3.65 % | 0.60 | ||||
March 31, 2018 | 1.51 % | 0.86 | 26.12 % | 0.68 | ||||
June 30, 2018 | 1.88 % | 0.76 | 21.22 % | 0.63 | ||||
Sept. 30, 2018 | -3.02 % | 0.51 | 15.84 % | 0.53 | ||||
Dec. 31, 2018 | 4.97 % | 0.71 | 6.06 % | 0.73 | ||||
March 31, 2019 | 0.91 % | 0.78 | -2.05 % | 0.54 | ||||
June 30, 2019 | 0.17 % | 0.82 | 25.27 % | 0.77 | ||||
Sept. 30, 2019 | 0.75 % | 0.78 | 29.38 % | 0.77 | ||||
Dec. 31, 2019 | -2.17 % | 0.27 | 36.16 % | 0.84 | ||||
March 31, 2020 | 7.81 % | 0.93 | 19.63 % | 0.84 | ||||
June 30, 2020 | 0.23 % | 0.73 | 19.32 % | 0.77 | ||||
Sept. 30, 2020 | 22.39 % | 0.94 | 10.09 % | 0.68 | ||||
Dec. 31, 2020 | 1.76 % | 0.25 | -5.76 % | 0.32 | ||||
March 31, 2021 | 1.85 % | 0.82 | -3.99 % | 0.68 | ||||
June 30, 2021 | 0.18 % | 0.68 | -8.71 % | 0.55 | ||||
Sept. 30, 2021 | -0.42 % | 0.67 | -8.42 % | 0.68 | ||||
Dec. 31, 2021 | 0.35 % | 0.71 | -4.73 % | 0.82 | ||||
March 31, 2022 | -0.50 % | 0.66 | -4.15 % | 0.86 | ||||
June 30, 2022 | -0.63 % | 0.96 | -0.75 % | 0.87 | ||||
Sept. 30, 2022 | 0.48 % | 0.93 | -2.20 % | 0.79 | ||||
Dec. 31, 2022 | 6.39 % | 0.55 | 22.49 % | 0.76 | ||||
March 31, 2023 | 6.71 % | 0.68 | 25.15 % | 0.86 | ||||
June 30, 2023 | 2.62 % | 0.61 | 23.74 % | 0.79 | ||||
Sept. 30, 2023 | 6.18 % | 0.79 | 28.83 % | 0.97 | ||||
Dec. 31, 2023 | 12.00 % | 0.88 | 31.27 % | 0.72 | ||||
March 31, 2024 | 4.77 % | 0.59 | 22.16 % | 0.63 | ||||
June 30, 2024 | 3.56 % | 0.58 | - | - | ||||
Sept. 30, 2024 | 9.51 % | 0.57 | - | - | ||||
Dec. 31, 2024 | 4.08 % | 0.70 | - | - | ||||
March 31, 2025 | - | - | - | - |