Simulated Performance for Family Management Corp
| 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 | 3.32 % | 0.60 | 20.73 % | 0.84 | 3 | |||
| Sept. 30, 2013 | 7.36 % | 0.76 | 16.72 % | 0.86 | 6 | |||
| Dec. 31, 2013 | 1.70 % | 0.62 | 5.99 % | 0.64 | 3 | |||
| March 31, 2014 | 6.89 % | 0.76 | 7.87 % | 0.65 | 4 | |||
| June 30, 2014 | -0.39 % | 0.48 | 1.65 % | 0.56 | 4 | |||
| Sept. 30, 2014 | -1.07 % | 0.58 | -12.00 % | 0.35 | 2 | |||
| Dec. 31, 2014 | 1.97 % | 0.58 | -7.42 % | 0.41 | 3 | |||
| March 31, 2015 | 0.73 % | 0.44 | -7.20 % | 0.33 | 3 | |||
| June 30, 2015 | -10.79 % | 0.13 | -8.47 % | 0.41 | 3 | |||
| Sept. 30, 2015 | 4.55 % | 0.65 | 8.87 % | 0.66 | 3 | |||
| Dec. 31, 2015 | -2.59 % | 0.44 | 9.55 % | 0.73 | 3 | |||
| March 31, 2016 | 1.93 % | 0.60 | 17.62 % | 0.74 | 6 | |||
| June 30, 2016 | 4.57 % | 0.60 | 15.26 % | 0.68 | 4 | |||
| Sept. 30, 2016 | 3.20 % | 0.52 | 16.30 % | 0.69 | 5 | |||
| Dec. 31, 2016 | 7.18 % | 0.73 | 14.71 % | 0.65 | 3 | |||
| March 31, 2017 | 0.19 % | 0.61 | 8.87 % | 0.55 | 3 | |||
| June 30, 2017 | 4.86 % | 0.67 | 12.78 % | 0.62 | 5 | |||
| Sept. 30, 2017 | 6.10 % | 0.66 | 18.44 % | 0.62 | 8 | |||
| Dec. 31, 2017 | -2.56 % | 0.35 | -6.02 % | 0.33 | 6 | |||
| March 31, 2018 | 4.32 % | 0.60 | 11.60 % | 0.68 | 6 | |||
| June 30, 2018 | 10.95 % | 0.68 | 9.10 % | 0.62 | 6 | |||
| Sept. 30, 2018 | -17.26 % | 0.14 | -0.06 % | 0.50 | 4 | |||
| Dec. 31, 2018 | 14.80 % | 0.85 | 32.13 % | 0.86 | 7 | |||
| March 31, 2019 | 4.04 % | 0.66 | -5.67 % | 0.34 | 9 | |||
| June 30, 2019 | 0.67 % | 0.48 | 11.32 % | 0.47 | 8 | |||
| Sept. 30, 2019 | 10.87 % | 0.82 | 21.25 % | 0.60 | 8 | |||
| Dec. 31, 2019 | -19.72 % | 0.04 | 24.47 % | 0.55 | 8 | |||
| March 31, 2020 | 25.08 % | 0.92 | 59.53 % | 0.96 | 5 | |||
| June 30, 2020 | 9.58 % | 0.68 | 40.67 % | 0.90 | 4 | |||
| Sept. 30, 2020 | 14.17 % | 0.81 | 30.49 % | 0.90 | 6 | |||
| Dec. 31, 2020 | 4.13 % | 0.71 | 19.08 % | 0.74 | 3 | |||
| March 31, 2021 | 9.70 % | 0.87 | 11.56 % | 0.73 | 5 | |||
| June 30, 2021 | -0.05 % | 0.40 | -16.03 % | 0.27 | 4 | |||
| Sept. 30, 2021 | 6.70 % | 0.67 | -21.52 % | 0.22 | 4 | |||
| Dec. 31, 2021 | -6.96 % | 0.28 | -24.54 % | 0.24 | 3 | |||
| March 31, 2022 | -17.04 % | 0.20 | -10.66 % | 0.28 | 4 | |||
| June 30, 2022 | -5.77 % | 0.23 | 16.77 % | 0.63 | 5 | |||
| Sept. 30, 2022 | 6.46 % | 0.77 | 22.27 % | 0.67 | 8 | |||
| Dec. 31, 2022 | 6.60 % | 0.46 | 28.50 % | 0.68 | 8 | |||
| March 31, 2023 | 9.31 % | 0.63 | 33.45 % | 0.72 | 9 | |||
| June 30, 2023 | -2.03 % | 0.46 | 29.89 % | 0.82 | 9 | |||
| Sept. 30, 2023 | 12.17 % | 0.85 | 39.79 % | 0.87 | 9 | |||
| Dec. 31, 2023 | 10.88 % | 0.78 | 29.18 % | 0.63 | 8 | |||
| March 31, 2024 | 5.80 % | 0.54 | 7.42 % | 0.64 | 6 | |||
| June 30, 2024 | 4.22 % | 0.69 | - | - | ||||
| Sept. 30, 2024 | 2.10 % | 0.46 | - | - | ||||
| Dec. 31, 2024 | -4.59 % | 0.52 | - | - | ||||
| March 31, 2025 | - | - | - | - |