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Simulated Performance for TOTH FINANCIAL ADVISORY CORP

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
June 30, 2013 3.86 % 0.64 21.30 % 0.93 4
Sept. 30, 2013 9.34 % 0.86 16.22 % 0.84 5
Dec. 31, 2013 3.14 % 0.64 14.51 % 0.73 9
March 31, 2014 3.95 % 0.76 14.05 % 0.76 9
June 30, 2014 -0.68 % 0.49 10.97 % 0.72 9
Sept. 30, 2014 7.59 % 0.74 7.90 % 0.62 10
Dec. 31, 2014 2.96 % 0.59 8.30 % 0.63 10
March 31, 2015 0.73 % 0.39 9.20 % 0.55 10
June 30, 2015 -3.43 % 0.36 11.22 % 0.57 10
Sept. 30, 2015 8.26 % 0.84 15.15 % 0.84 7
Dec. 31, 2015 2.89 % 0.59 8.28 % 0.79 3
March 31, 2016 4.26 % 0.69 11.10 % 0.82 2
June 30, 2016 -0.24 % 0.52 8.90 % 0.76 2
Sept. 30, 2016 -0.22 % 0.48 10.43 % 0.77 2
Dec. 31, 2016 7.39 % 0.81 16.67 % 0.82 4
March 31, 2017 3.05 % 0.70 8.02 % 0.69 3
June 30, 2017 0.92 % 0.65 7.86 % 0.64 2
Sept. 30, 2017 6.14 % 0.87 16.35 % 0.78 7
Dec. 31, 2017 -1.67 % 0.44 -0.73 % 0.31 9
March 31, 2018 2.85 % 0.59 16.68 % 0.60 9
June 30, 2018 8.94 % 0.69 16.56 % 0.62 10
Sept. 30, 2018 -9.33 % 0.13 10.03 % 0.52 10
Dec. 31, 2018 11.61 % 0.90 28.14 % 0.88 4
March 31, 2019 5.33 % 0.67 -4.89 % 0.26 9
June 30, 2019 3.35 % 0.54 4.97 % 0.45 6
Sept. 30, 2019 5.27 % 0.74 10.26 % 0.54 5
Dec. 31, 2019 -17.34 % 0.07 14.44 % 0.64 5
March 31, 2020 17.46 % 0.91 43.12 % 0.96 1
June 30, 2020 7.25 % 0.67 27.88 % 0.88 1
Sept. 30, 2020 10.17 % 0.80 19.86 % 0.79 2
Dec. 31, 2020 3.78 % 0.69 20.59 % 0.70 4
March 31, 2021 4.52 % 0.67 7.94 % 0.50 4
June 30, 2021 -0.21 % 0.37 -7.17 % 0.23 8
Sept. 30, 2021 10.86 % 0.64 -11.54 % 0.21 8
Dec. 31, 2021 -5.65 % 0.33 -11.92 % 0.22 8
March 31, 2022 -10.79 % 0.10 -3.06 % 0.31 9
June 30, 2022 -4.89 % 0.37 13.62 % 0.63 4
Sept. 30, 2022 10.77 % 0.70 13.07 % 0.61 3
Dec. 31, 2022 2.18 % 0.56 12.80 % 0.65 2
March 31, 2023 6.14 % 0.59 19.82 % 0.67 4
June 30, 2023 -4.97 % 0.35 11.47 % 0.60 3
Sept. 30, 2023 9.77 % 0.78 28.64 % 0.77 4
Dec. 31, 2023 8.66 % 0.66 16.96 % 0.64 4
March 31, 2024 -2.11 % 0.41 8.08 % 0.51 6
June 30, 2024 9.66 % 0.71 14.43 % 0.63 7
Sept. 30, 2024 -0.66 % 0.49 - -
Dec. 31, 2024 0.44 % 0.41 - -
March 31, 2025 3.52 % 0.66 - -
June 30, 2025 - - - -