Simulated Performance for JAMISON PRIVATE WEALTH MANAGEMENT, 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 |
|---|---|---|---|---|---|---|---|---|
| Sept. 30, 2023 | 11.71 % | 0.79 | 33.10 % | 0.80 | ||||
| Dec. 31, 2023 | 9.70 % | 0.68 | 19.00 % | 0.64 | ||||
| March 31, 2024 | 1.79 % | 0.42 | 5.89 % | 0.59 | ||||
| June 30, 2024 | 6.38 % | 0.76 | - | - | ||||
| Sept. 30, 2024 | -0.06 % | 0.45 | - | - | ||||
| Dec. 31, 2024 | -2.46 % | 0.47 | - | - | ||||
| March 31, 2025 | - | - | - | - |