Simulated Performance for CATAWBA CAPITAL MANAGEMENT /VA
| 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 | 4.64 % | 0.69 | 22.08 % | 0.91 | ||||
| Sept. 30, 2013 | 8.91 % | 0.83 | 18.53 % | 0.86 | ||||
| Dec. 31, 2013 | 1.61 % | 0.63 | 13.12 % | 0.71 | ||||
| March 31, 2014 | 6.21 % | 0.82 | 11.85 % | 0.67 | ||||
| June 30, 2014 | 0.78 % | 0.44 | 3.29 % | 0.50 | ||||
| Sept. 30, 2014 | 3.87 % | 0.66 | -6.01 % | 0.41 | ||||
| Dec. 31, 2014 | 0.70 % | 0.50 | -5.02 % | 0.42 | ||||
| March 31, 2015 | -1.77 % | 0.34 | -2.64 % | 0.44 | ||||
| June 30, 2015 | -8.26 % | 0.24 | 2.70 % | 0.57 | ||||
| Sept. 30, 2015 | 4.57 % | 0.75 | 14.66 % | 0.81 | ||||
| Dec. 31, 2015 | 2.70 % | 0.67 | 13.28 % | 0.86 | ||||
| March 31, 2016 | 4.11 % | 0.78 | 14.80 % | 0.84 | ||||
| June 30, 2016 | 1.75 % | 0.53 | 12.15 % | 0.74 | ||||
| Sept. 30, 2016 | 2.31 % | 0.55 | 14.26 % | 0.73 | ||||
| Dec. 31, 2016 | 5.94 % | 0.76 | 18.80 % | 0.79 | ||||
| March 31, 2017 | 1.96 % | 0.66 | 10.86 % | 0.63 | ||||
| June 30, 2017 | 4.04 % | 0.68 | 11.40 % | 0.63 | ||||
| Sept. 30, 2017 | 6.49 % | 0.74 | 16.13 % | 0.67 | ||||
| Dec. 31, 2017 | -2.02 % | 0.39 | -5.40 % | 0.35 | ||||
| March 31, 2018 | 2.96 % | 0.63 | 12.83 % | 0.72 | ||||
| June 30, 2018 | 8.97 % | 0.76 | 10.43 % | 0.71 |