Simulated Performance for Investment Research & Advisory 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 |
|---|---|---|---|---|---|---|---|---|
| Dec. 31, 2019 | -16.81 % | 0.04 | 28.49 % | 0.71 | ||||
| March 31, 2020 | 25.37 % | 0.90 | 64.89 % | 0.98 | ||||
| June 30, 2020 | 12.10 % | 0.75 | 44.16 % | 0.97 | ||||
| Sept. 30, 2020 | 11.85 % | 0.83 | 25.71 % | 0.87 | ||||
| Dec. 31, 2020 | 4.67 % | 0.76 | 20.46 % | 0.80 | ||||
| March 31, 2021 | 9.00 % | 0.78 | 7.02 % | 0.66 | ||||
| June 30, 2021 | -1.30 % | 0.34 | -17.51 % | 0.36 | ||||
| Sept. 30, 2021 | 6.85 % | 0.77 | -21.03 % | 0.23 | ||||
| Dec. 31, 2021 | -6.57 % | 0.41 | -20.47 % | 0.30 | ||||
| March 31, 2022 | -16.45 % | 0.15 | -10.11 % | 0.36 | ||||
| June 30, 2022 | -5.45 % | 0.24 | 21.61 % | 0.67 | ||||
| Sept. 30, 2022 | 7.44 % | 0.81 | 24.34 % | 0.74 | ||||
| Dec. 31, 2022 | 6.85 % | 0.59 | 29.83 % | 0.68 | ||||
| March 31, 2023 | 12.11 % | 0.62 | 36.35 % | 0.76 | ||||
| June 30, 2023 | -3.53 % | 0.33 | 28.23 % | 0.63 | ||||
| Sept. 30, 2023 | 12.49 % | 0.84 | 35.29 % | 0.78 | ||||
| Dec. 31, 2023 | 11.19 % | 0.67 | 26.54 % | 0.66 | ||||
| March 31, 2024 | 3.37 % | 0.41 | 7.85 % | 0.62 | ||||
| June 30, 2024 | 5.47 % | 0.74 | - | - | ||||
| Sept. 30, 2024 | 2.35 % | 0.49 | - | - | ||||
| Dec. 31, 2024 | -2.77 % | 0.42 | - | - | ||||
| March 31, 2025 | - | - | - | - |