Simulated Performance for O'Neil Global Advisors, 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, 2021 | 5.65 % | 0.64 | 3.59 % | 0.44 | 3 | |||
| June 30, 2021 | -1.10 % | 0.43 | -42.23 % | 0.10 | 1 | |||
| Sept. 30, 2021 | 17.67 % | 0.65 | -23.95 % | 0.21 | 3 | |||
| Dec. 31, 2021 | 1.32 % | 0.35 | -16.23 % | 0.24 | 6 | |||
| March 31, 2022 | -27.58 % | 0.10 | -14.26 % | 0.36 | 3 | |||
| June 30, 2022 | 1.82 % | 0.52 | 10.90 % | 0.62 | 3 | |||
| Sept. 30, 2022 | -10.82 % | 0.41 | 13.61 % | 0.56 | 3 | |||
| Dec. 31, 2022 | 6.67 % | 0.36 | 33.88 % | 0.73 | 8 | |||
| March 31, 2023 | 14.41 % | 0.60 | 70.22 % | 0.67 | 10 | |||
| June 30, 2023 | -5.52 % | 0.38 | 48.45 % | 0.68 | 10 | |||
| Sept. 30, 2023 | 15.69 % | 0.80 | 87.98 % | 0.80 | 10 | |||
| Dec. 31, 2023 | 44.18 % | 0.69 | 102.09 % | 0.75 | 10 | |||
| March 31, 2024 | 18.17 % | 0.50 | 37.63 % | 0.41 | 10 | |||
| June 30, 2024 | 5.70 % | 0.61 | - | - | ||||
| Sept. 30, 2024 | 24.11 % | 0.66 | - | - | ||||
| Dec. 31, 2024 | -16.64 % | 0.31 | - | - | ||||
| March 31, 2025 | - | - | - | - |