Fintuitive

Simulated Performance for USA Financial Portformulas Corp

Performance Trend (13F securities)

Reporting Period	Quarterly Simulated Performance	Quarterly Hit Rate	Annual Simulated Performance	Annual Hit Rate
Dec. 31, 2014	2.76 %	0.60	3.55 %	0.56
March 31, 2015	0.23 %	0.49	6.00 %	0.50
June 30, 2015	-4.53 %	0.29	2.36 %	0.45
Sept. 30, 2015	6.57 %	0.58	10.38 %	0.58
Dec. 31, 2015	0.63 %	0.52	20.13 %	0.76
March 31, 2016	2.37 %	0.62	22.66 %	0.77
June 30, 2016	1.50 %	0.52	17.08 %	0.74
Sept. 30, 2016	2.34 %	0.57	21.45 %	0.77
Dec. 31, 2016	7.96 %	0.66	27.48 %	0.72
March 31, 2017	3.27 %	0.61	23.28 %	0.75
June 30, 2017	8.50 %	0.75	21.10 %	0.68
Sept. 30, 2017	5.83 %	0.70	17.80 %	0.65
Dec. 31, 2017	2.64 %	0.47	-8.52 %	0.29
March 31, 2018	2.28 %	0.56	6.50 %	0.55
June 30, 2018	5.48 %	0.63	6.98 %	0.55
Sept. 30, 2018	-15.71 %	0.08	0.39 %	0.42
Dec. 31, 2018	13.96 %	0.87	30.93 %	0.83
March 31, 2019	2.08 %	0.58	-8.72 %	0.29
June 30, 2019	2.66 %	0.65	3.58 %	0.39
Sept. 30, 2019	4.64 %	0.70	16.96 %	0.59
Dec. 31, 2019	-18.20 %	0.06	23.19 %	0.72
March 31, 2020	23.87 %	0.93	66.60 %	0.96
June 30, 2020	8.08 %	0.71	28.00 %	0.93
Sept. 30, 2020	10.48 %	0.80	25.87 %	0.88
Dec. 31, 2020	4.76 %	0.69	27.38 %	0.82
March 31, 2021	6.14 %	0.74	5.57 %	0.65
June 30, 2021	-0.95 %	0.47	-18.54 %	0.26
Sept. 30, 2021	12.03 %	0.81	-18.17 %	0.21
Dec. 31, 2021	-8.34 %	0.27	-18.28 %	0.25
March 31, 2022	-11.84 %	0.12	-5.05 %	0.37
June 30, 2022	-3.94 %	0.40	6.29 %	0.68
Sept. 30, 2022	11.77 %	0.81	9.81 %	0.69
March 31, 2023	2.10 %	0.58	17.49 %	0.74
June 30, 2023	-2.80 %	0.32	19.22 %	0.67
Sept. 30, 2023	10.14 %	0.84	28.86 %	0.85
Dec. 31, 2023	12.71 %	0.79	28.16 %	0.71
March 31, 2024	0.73 %	0.48	4.82 %	0.56
June 30, 2024	4.33 %	0.74	16.76 %	0.68
Sept. 30, 2024	2.41 %	0.47	18.77 %	0.63
Dec. 31, 2024	-0.61 %	0.45	-	-
March 31, 2025	8.35 %	0.67	-	-
June 30, 2025	2.69 %	0.60	-	-
Sept. 30, 2025	-	-	-	-