Loading...

Simulated Performance for Summit Trail Advisors, LLC

Performance Trend (13F securities)
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, 2017 -0.47 % 0.42 -8.19 % 0.31
March 31, 2018 7.17 % 0.61 11.35 % 0.63
June 30, 2018 0.62 % 0.63 2.19 % 0.52
Sept. 30, 2018 -15.65 % 0.12 0.30 % 0.50
Dec. 31, 2018 20.58 % 0.91 35.01 % 0.84
March 31, 2019 -0.84 % 0.55 -4.89 % 0.20
June 30, 2019 0.13 % 0.45 20.78 % 0.47
Sept. 30, 2019 11.50 % 0.82 34.36 % 0.60
Dec. 31, 2019 -13.02 % 0.12 41.79 % 0.60
March 31, 2020 24.95 % 0.90 78.47 % 0.97
June 30, 2020 14.79 % 0.68 51.82 % 0.91
Sept. 30, 2020 25.23 % 0.89 40.55 % 0.88
Dec. 31, 2020 -2.10 % 0.59 21.31 % 0.69
March 31, 2021 12.41 % 0.77 1.41 % 0.52
June 30, 2021 1.41 % 0.40 -32.45 % 0.22
Sept. 30, 2021 1.49 % 0.53 -37.74 % 0.14
Dec. 31, 2021 -13.20 % 0.25 -40.70 % 0.19
March 31, 2022 -23.20 % 0.11 -14.18 % 0.34
June 30, 2022 -5.78 % 0.35 21.42 % 0.65
Sept. 30, 2022 -0.24 % 0.67 28.38 % 0.69
Dec. 31, 2022 14.06 % 0.60 51.87 % 0.71
March 31, 2023 13.11 % 0.64 46.82 % 0.76
June 30, 2023 -0.54 % 0.39 31.15 % 0.67
Sept. 30, 2023 16.02 % 0.79 36.57 % 0.81
Dec. 31, 2023 10.15 % 0.74 34.25 % 0.63
March 31, 2024 2.36 % 0.39 8.70 % 0.56
June 30, 2024 5.18 % 0.73 - -
Sept. 30, 2024 8.09 % 0.47 - -
Dec. 31, 2024 -9.07 % 0.44 - -
March 31, 2025 - - - -