Simulated Performance for Carlyle Group Inc.
| 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 |
|---|---|---|---|---|---|---|---|---|
| March 31, 2013 | 1.27 % | 0.52 | 37.58 % | 0.85 | 10 | |||
| June 30, 2013 | 12.34 % | 0.80 | 36.52 % | 0.84 | 10 | |||
| Sept. 30, 2013 | 3.49 % | 0.85 | 11.90 % | 0.65 | 3 | |||
| Dec. 31, 2013 | 20.70 % | 0.69 | 16.90 % | 0.38 | 9 | |||
| March 31, 2014 | -0.58 % | 0.52 | 22.19 % | 0.48 | 10 | |||
| June 30, 2014 | -8.66 % | 0.09 | 26.61 % | 0.39 | 10 | |||
| Sept. 30, 2014 | 5.25 % | 0.46 | 26.05 % | 0.46 | 10 | |||
| Dec. 31, 2014 | 25.83 % | 0.67 | 12.59 % | 0.41 | 10 | |||
| March 31, 2015 | 4.50 % | 0.56 | -7.27 % | 0.24 | 3 | |||
| June 30, 2015 | -13.12 % | 0.08 | -9.46 % | 0.24 | 3 | |||
| Sept. 30, 2015 | -0.23 % | 0.52 | 4.55 % | 0.62 | 2 | |||
| Dec. 31, 2015 | 3.20 % | 0.37 | 18.53 % | 0.59 | 8 | |||
| March 31, 2016 | 0.90 % | 0.41 | 22.74 % | 0.59 | 8 | |||
| June 30, 2016 | 7.66 % | 0.67 | 18.38 % | 0.59 | 6 | |||
| Sept. 30, 2016 | 6.06 % | 0.53 | 8.92 % | 0.47 | 2 | |||
| Dec. 31, 2016 | 0.64 % | 0.53 | 4.47 % | 0.57 | 1 | |||
| March 31, 2017 | 3.11 % | 0.36 | 0.47 % | 0.42 | 1 | |||
| June 30, 2017 | 2.26 % | 0.71 | 5.86 % | 0.62 | 2 | |||
| Sept. 30, 2017 | -3.66 % | 0.33 | 8.08 % | 0.42 | 3 | |||
| Dec. 31, 2017 | 3.86 % | 0.44 | -8.68 % | 0.22 | 4 | |||
| March 31, 2018 | 6.93 % | 0.73 | -3.03 % | 0.27 | 2 | |||
| June 30, 2018 | 6.34 % | 0.60 | -7.35 % | 0.27 | 2 | |||
| Sept. 30, 2018 | -30.66 % | - | -30.87 % | 0.20 | 1 | |||
| Dec. 31, 2018 | 14.20 % | 0.60 | 6.39 % | 0.30 | 1 | |||
| March 31, 2019 | -5.62 % | 0.45 | -61.15 % | - | 1 | |||
| June 30, 2019 | -18.05 % | 0.18 | -45.54 % | 0.09 | 1 | |||
| Sept. 30, 2019 | -2.29 % | 0.75 | -19.73 % | 0.25 | 1 | |||
| Dec. 31, 2019 | -40.51 % | - | -9.40 % | 0.27 | 1 | |||
| March 31, 2020 | 54.63 % | 0.64 | 104.48 % | 0.77 | 9 | |||
| June 30, 2020 | -2.08 % | 0.50 | 21.18 % | 0.79 | 1 | |||
| Sept. 30, 2020 | 10.55 % | 0.73 | 32.10 % | 0.82 | 7 | |||
| Dec. 31, 2020 | 3.22 % | 0.78 | 24.90 % | 0.56 | 5 | |||
| March 31, 2021 | 13.94 % | 0.67 | 9.23 % | 0.67 | 4 | |||
| June 30, 2021 | 0.08 % | 0.30 | -20.11 % | 0.25 | 3 | |||
| Sept. 30, 2021 | 5.91 % | 0.40 | -9.45 % | 0.43 | 9 | |||
| Dec. 31, 2021 | -11.86 % | 0.29 | -15.20 % | 0.40 | 7 | |||
| March 31, 2022 | -18.61 % | 0.17 | -17.19 % | 0.50 | 2 | |||
| June 30, 2022 | 3.05 % | 0.38 | -8.76 % | 0.29 | 1 | |||
| Sept. 30, 2022 | -7.79 % | 0.73 | -29.70 % | 0.78 | 1 | |||
| Dec. 31, 2022 | -3.76 % | 0.58 | -13.92 % | 0.36 | 1 | |||
| March 31, 2023 | 3.37 % | 0.63 | -9.78 % | 0.38 | 1 | |||
| June 30, 2023 | -18.38 % | 0.28 | -35.47 % | 0.33 | 1 | |||
| Sept. 30, 2023 | 5.75 % | 0.48 | -13.97 % | 0.50 | 1 | |||
| Dec. 31, 2023 | -17.99 % | 0.52 | -24.25 % | 0.43 | 1 | |||
| March 31, 2024 | -18.65 % | 0.32 | -7.79 % | 0.36 | 1 | |||
| June 30, 2024 | 24.65 % | 0.66 | - | - | ||||
| Sept. 30, 2024 | -14.19 % | 0.32 | - | - | ||||
| Dec. 31, 2024 | 6.71 % | 0.22 | - | - | ||||
| March 31, 2025 | - | - | - | - |