Simulated Performance for CIBC Private Wealth Group, LLC
| 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 | 8.79 % | 0.77 | 13.19 % | 0.69 | 8 | |||
| June 30, 2014 | 1.44 % | 0.44 | 4.21 % | 0.59 | 5 | |||
| Sept. 30, 2014 | 1.26 % | 0.68 | -8.49 % | 0.46 | 3 | |||
| Dec. 31, 2014 | 1.71 % | 0.60 | -8.27 % | 0.41 | 3 | |||
| March 31, 2015 | -0.20 % | 0.44 | -10.64 % | 0.39 | 3 | |||
| June 30, 2015 | -12.53 % | 0.18 | -5.22 % | 0.43 | 4 | |||
| Sept. 30, 2015 | 1.87 % | 0.69 | 11.34 % | 0.76 | 4 | |||
| Dec. 31, 2015 | -0.85 % | 0.58 | 16.11 % | 0.79 | 7 | |||
| March 31, 2016 | 7.37 % | 0.66 | 21.38 % | 0.81 | 8 | |||
| June 30, 2016 | 3.95 % | 0.65 | 13.65 % | 0.76 | 3 | |||
| Sept. 30, 2016 | 3.04 % | 0.57 | 12.65 % | 0.75 | 3 | |||
| Dec. 31, 2016 | 5.15 % | 0.72 | 14.48 % | 0.75 | 3 | |||
| March 31, 2017 | 1.10 % | 0.59 | 6.66 % | 0.63 | 2 | |||
| June 30, 2017 | 2.00 % | 0.69 | 12.02 % | 0.64 | 5 | |||
| Sept. 30, 2017 | 5.90 % | 0.69 | 20.99 % | 0.66 | 9 | |||
| Dec. 31, 2017 | -0.64 % | 0.42 | -2.60 % | 0.30 | 9 | |||
| March 31, 2018 | 6.56 % | 0.64 | 16.75 % | 0.58 | 9 | |||
| June 30, 2018 | 9.20 % | 0.63 | 12.04 % | 0.55 | 8 | |||
| Sept. 30, 2018 | -14.44 % | 0.11 | 3.56 % | 0.51 | 6 | |||
| Dec. 31, 2018 | 15.25 % | 0.89 | 31.24 % | 0.86 | 6 | |||
| March 31, 2019 | 4.41 % | 0.64 | -13.17 % | 0.24 | 5 | |||
| June 30, 2019 | 0.90 % | 0.52 | 3.12 % | 0.39 | 6 | |||
| Sept. 30, 2019 | 7.78 % | 0.76 | 11.92 % | 0.52 | 5 | |||
| Dec. 31, 2019 | -21.50 % | 0.06 | 16.42 % | 0.62 | 5 | |||
| March 31, 2020 | 22.55 % | 0.92 | 55.71 % | 0.96 | 4 | |||
| June 30, 2020 | 6.99 % | 0.68 | 39.49 % | 0.96 | 4 | |||
| Sept. 30, 2020 | 12.75 % | 0.85 | 29.66 % | 0.86 | 5 | |||
| Dec. 31, 2020 | 4.28 % | 0.71 | 26.56 % | 0.74 | 7 | |||
| March 31, 2021 | 9.65 % | 0.71 | 15.51 % | 0.58 | 8 | |||
| June 30, 2021 | 1.08 % | 0.44 | -10.79 % | 0.28 | 6 | |||
| Sept. 30, 2021 | 9.92 % | 0.68 | -16.25 % | 0.24 | 6 | |||
| Dec. 31, 2021 | -5.28 % | 0.37 | -18.73 % | 0.27 | 5 | |||
| March 31, 2022 | -15.42 % | 0.11 | -8.73 % | 0.34 | 5 | |||
| June 30, 2022 | -4.37 % | 0.33 | 15.10 % | 0.65 | 4 | |||
| Sept. 30, 2022 | 6.08 % | 0.73 | 16.08 % | 0.68 | 4 | |||
| Dec. 31, 2022 | 5.02 % | 0.62 | 21.85 % | 0.68 | 5 | |||
| March 31, 2023 | 7.09 % | 0.64 | 23.38 % | 0.71 | 5 | |||
| June 30, 2023 | -3.73 % | 0.33 | 18.89 % | 0.60 | 6 | |||
| Sept. 30, 2023 | 12.26 % | 0.79 | 31.16 % | 0.79 | 5 | |||
| Dec. 31, 2023 | 8.89 % | 0.71 | 19.78 % | 0.62 | 5 | |||
| March 31, 2024 | 2.20 % | 0.38 | 6.11 % | 0.48 | 5 | |||
| June 30, 2024 | 5.86 % | 0.70 | 10.75 % | 0.58 | 4 | |||
| Sept. 30, 2024 | 0.68 % | 0.46 | 9.90 % | 0.54 | 3 | |||
| Dec. 31, 2024 | -3.05 % | 0.36 | 12.12 % | 0.56 | 3 | |||
| March 31, 2025 | 7.51 % | 0.62 | - | - | ||||
| June 30, 2025 | 4.71 % | 0.63 | - | - | ||||
| Sept. 30, 2025 | 1.85 % | 0.49 | - | - | ||||
| Dec. 31, 2025 | - | - | - | - |