Fintuitive

Simulated Performance for Sheaff Brock Investment Advisors, LLC

Performance Trend (13F securities)

Reporting Period	Quarterly Simulated Performance	Quarterly Hit Rate	Annual Simulated Performance	Annual Hit Rate
Dec. 31, 2015	0.87 %	0.53	15.38 %	0.72
March 31, 2016	1.54 %	0.63	19.27 %	0.76
June 30, 2016	4.85 %	0.62	17.86 %	0.72
Sept. 30, 2016	5.20 %	0.59	17.89 %	0.70
Dec. 31, 2016	5.62 %	0.68	18.36 %	0.68
March 31, 2017	1.79 %	0.57	11.18 %	0.60
June 30, 2017	5.26 %	0.67	15.25 %	0.65
Sept. 30, 2017	5.93 %	0.67	15.43 %	0.61
Dec. 31, 2017	-1.41 %	0.37	-8.58 %	0.31
March 31, 2018	3.76 %	0.65	9.04 %	0.61
June 30, 2018	7.39 %	0.63	4.40 %	0.53
Sept. 30, 2018	-15.68 %	0.13	1.54 %	0.51
Dec. 31, 2018	13.61 %	0.87	32.02 %	0.85
March 31, 2019	2.42 %	0.60	-12.52 %	0.24
June 30, 2019	2.56 %	0.57	3.34 %	0.36
Sept. 30, 2019	9.65 %	0.73	12.34 %	0.46
Dec. 31, 2019	-24.10 %	0.05	17.33 %	0.55
March 31, 2020	22.59 %	0.90	66.49 %	0.96
June 30, 2020	10.72 %	0.66	46.40 %	0.93
Sept. 30, 2020	15.09 %	0.85	31.64 %	0.88
Dec. 31, 2020	5.05 %	0.78	28.24 %	0.82
March 31, 2021	8.72 %	0.75	17.40 %	0.65
June 30, 2021	-0.38 %	0.39	-11.23 %	0.29
Sept. 30, 2021	12.08 %	0.69	-14.26 %	0.24
Dec. 31, 2021	-4.45 %	0.36	-18.15 %	0.30
March 31, 2022	-16.83 %	0.11	-5.69 %	0.33
June 30, 2022	-4.00 %	0.33	25.93 %	0.65
Sept. 30, 2022	8.43 %	0.79	24.11 %	0.69
Dec. 31, 2022	7.10 %	0.56	27.07 %	0.66
March 31, 2023	9.71 %	0.61	28.97 %	0.73
June 30, 2023	-3.67 %	0.36	24.88 %	0.64
Sept. 30, 2023	10.94 %	0.79	39.86 %	0.82
Dec. 31, 2023	13.19 %	0.74	33.32 %	0.64
March 31, 2024	7.60 %	0.42	10.23 %	0.56
June 30, 2024	7.03 %	0.73	-	-
Sept. 30, 2024	1.70 %	0.44	-	-
Dec. 31, 2024	-5.48 %	0.50	-	-
March 31, 2025	-	-	-	-