Simulated Performance for Patriot Investment 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 |
|---|---|---|---|---|---|---|---|---|
| March 31, 2019 | 2.46 % | 0.67 | -7.52 % | 0.30 | ||||
| June 30, 2019 | 1.50 % | 0.64 | 8.58 % | 0.40 | ||||
| Sept. 30, 2019 | 12.18 % | 0.81 | 26.52 % | 0.60 | ||||
| Dec. 31, 2019 | -18.43 % | 0.09 | 26.21 % | 0.64 | ||||
| March 31, 2020 | 19.40 % | 0.88 | 62.15 % | 0.99 | ||||
| June 30, 2020 | 13.25 % | 0.67 | 48.88 % | 0.94 | ||||
| Sept. 30, 2020 | 13.72 % | 0.88 | 29.85 % | 0.93 | ||||
| Dec. 31, 2020 | 6.14 % | 0.74 | 30.89 % | 0.83 | ||||
| March 31, 2021 | 7.86 % | 0.77 | 18.87 % | 0.68 | ||||
| June 30, 2021 | -0.53 % | 0.40 | -8.94 % | 0.34 | ||||
| Sept. 30, 2021 | 12.34 % | 0.71 | -11.36 % | 0.27 | ||||
| Dec. 31, 2021 | -0.83 % | 0.43 | -16.82 % | 0.36 | ||||
| March 31, 2022 | -16.82 % | 0.17 | -8.41 % | 0.35 | ||||
| June 30, 2022 | -3.53 % | 0.26 | 20.80 % | 0.67 | ||||
| Sept. 30, 2022 | 5.78 % | 0.80 | 20.32 % | 0.72 | ||||
| Dec. 31, 2022 | 10.01 % | 0.60 | 29.39 % | 0.65 | ||||
| March 31, 2023 | 9.26 % | 0.65 | 23.77 % | 0.73 | ||||
| June 30, 2023 | -3.49 % | 0.35 | 19.30 % | 0.69 | ||||
| Sept. 30, 2023 | 8.96 % | 0.71 | 32.87 % | 0.80 | ||||
| Dec. 31, 2023 | 7.24 % | 0.70 | 26.88 % | 0.67 | ||||
| March 31, 2024 | 6.15 % | 0.53 | 13.10 % | 0.64 | ||||
| June 30, 2024 | 6.90 % | 0.75 | 16.35 % | 0.63 | ||||
| Sept. 30, 2024 | 6.26 % | 0.44 | 22.45 % | 0.71 | ||||
| Dec. 31, 2024 | -3.01 % | 0.54 | - | - | ||||
| March 31, 2025 | 5.62 % | 0.54 | - | - | ||||
| June 30, 2025 | 6.19 % | 0.64 | - | - | ||||
| Sept. 30, 2025 | - | - | - | - |