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Simulated Performance for Winch Advisory Services, 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
March 31, 2014 7.36 % 0.80 5.03 % 0.61 3
June 30, 2014 -1.08 % 0.40 -2.93 % 0.49 2
Sept. 30, 2014 3.27 % 0.66 -2.71 % 0.41 6
Dec. 31, 2014 0.41 % 0.44 2.63 % 0.56 9
March 31, 2015 -1.75 % 0.34 2.51 % 0.39 9
June 30, 2015 -7.12 % 0.23 -3.31 % 0.50 5
Sept. 30, 2015 3.90 % 0.68 6.25 % 0.71 2
Dec. 31, 2015 -0.22 % 0.59 5.62 % 0.78 2
March 31, 2016 1.06 % 0.62 12.83 % 0.76 3
June 30, 2016 1.32 % 0.56 15.62 % 0.75 4
Sept. 30, 2016 5.35 % 0.53 20.29 % 0.74 8
Dec. 31, 2016 3.97 % 0.70 18.30 % 0.77 5
March 31, 2017 -0.39 % 0.60 13.67 % 0.65 6
June 30, 2017 5.86 % 0.71 18.72 % 0.65 8
Sept. 30, 2017 7.71 % 0.74 24.88 % 0.61 9
Dec. 31, 2017 1.10 % 0.39 -4.43 % 0.33 7
March 31, 2018 6.84 % 0.60 12.34 % 0.61 7
June 30, 2018 7.07 % 0.67 1.59 % 0.54 3
Sept. 30, 2018 -20.98 % 0.14 -6.48 % 0.50 2
Dec. 31, 2018 16.99 % 0.88 32.81 % 0.88 8
March 31, 2019 1.47 % 0.62 -7.05 % 0.24 8
June 30, 2019 -1.46 % 0.56 20.77 % 0.42 10
Sept. 30, 2019 12.22 % 0.75 40.73 % 0.53 10
Dec. 31, 2019 -14.48 % 0.05 33.01 % 0.63 9
March 31, 2020 28.64 % 0.91 61.39 % 0.97 6
June 30, 2020 14.46 % 0.72 42.45 % 0.92 5
Sept. 30, 2020 10.12 % 0.85 24.73 % 0.86 3
Dec. 31, 2020 1.37 % 0.69 22.94 % 0.74 4
March 31, 2021 11.68 % 0.71 14.86 % 0.57 7
June 30, 2021 0.26 % 0.40 -20.87 % 0.26 3
Sept. 30, 2021 9.16 % 0.65 -24.84 % 0.19 3
Dec. 31, 2021 -6.11 % 0.36 -29.08 % 0.23 2
March 31, 2022 -22.97 % 0.12 -11.30 % 0.31 3
June 30, 2022 -4.79 % 0.28 32.93 % 0.60 10
Sept. 30, 2022 2.91 % 0.76 33.89 % 0.67 10
Dec. 31, 2022 17.59 % 0.59 47.63 % 0.64 10
March 31, 2023 15.43 % 0.54 43.78 % 0.67 10
June 30, 2023 -4.28 % 0.33 37.44 % 0.61 10
Sept. 30, 2023 13.07 % 0.79 46.02 % 0.79 10
Dec. 31, 2023 14.60 % 0.68 42.33 % 0.59 10
March 31, 2024 9.86 % 0.44 12.09 % 0.55 8
June 30, 2024 3.44 % 0.69 15.41 % 0.59 7
Sept. 30, 2024 7.36 % 0.40 - -
Dec. 31, 2024 -7.67 % 0.48 - -
March 31, 2025 13.54 % 0.61 - -
June 30, 2025 - - - -