Simulated Performance for Icon Wealth Partners, LLC
| 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 | -2.86 % | 0.44 | -8.42 % | 0.31 | ||||
| March 31, 2018 | 6.36 % | 0.58 | 14.20 % | 0.64 | ||||
| June 30, 2018 | 5.46 % | 0.65 | 9.40 % | 0.57 | ||||
| Sept. 30, 2018 | -14.98 % | 0.12 | 4.01 % | 0.54 | ||||
| Dec. 31, 2018 | 18.59 % | 0.92 | 32.55 % | 0.88 | ||||
| March 31, 2019 | 3.36 % | 0.61 | -19.67 % | 0.24 | ||||
| June 30, 2019 | 0.70 % | 0.48 | -1.45 % | 0.36 | ||||
| Sept. 30, 2019 | 7.37 % | 0.81 | 2.61 % | 0.50 | ||||
| Dec. 31, 2019 | -26.14 % | 0.07 | 10.44 % | 0.56 | ||||
| March 31, 2020 | 27.00 % | 0.92 | 62.51 % | 0.95 | ||||
| June 30, 2020 | 4.72 % | 0.68 | 41.21 % | 0.93 | ||||
| Sept. 30, 2020 | 13.58 % | 0.85 | 33.03 % | 0.87 | ||||
| Dec. 31, 2020 | 6.59 % | 0.67 | 31.72 % | 0.75 | ||||
| March 31, 2021 | 8.53 % | 0.81 | 14.94 % | 0.65 | ||||
| June 30, 2021 | 1.04 % | 0.40 | -8.80 % | 0.31 | ||||
| Sept. 30, 2021 | 11.18 % | 0.67 | -14.88 % | 0.27 | ||||
| Dec. 31, 2021 | -5.78 % | 0.36 | -14.95 % | 0.30 | ||||
| March 31, 2022 | -15.03 % | 0.14 | -5.37 % | 0.35 | ||||
| June 30, 2022 | -4.39 % | 0.34 | 18.27 % | 0.67 | ||||
| March 31, 2023 | 5.91 % | 0.62 | 22.50 % | 0.73 | ||||
| Sept. 30, 2023 | 9.78 % | 0.81 | 26.67 % | 0.83 |