Simulated Performance for Penobscot Investment Management Company, Inc.
| 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 | 3.93 % | 0.73 | 21.35 % | 0.97 | ||||
| Sept. 30, 2013 | 10.25 % | 0.93 | 17.72 % | 0.91 | ||||
| Dec. 31, 2013 | 1.95 % | 0.63 | 11.67 % | 0.78 | ||||
| March 31, 2014 | 4.31 % | 0.77 | 9.54 % | 0.73 | ||||
| June 30, 2014 | 0.43 % | 0.48 | 4.61 % | 0.61 | ||||
| Sept. 30, 2014 | 4.80 % | 0.72 | -2.37 % | 0.52 | ||||
| Dec. 31, 2014 | -0.08 % | 0.55 | -0.74 % | 0.49 | ||||
| March 31, 2015 | -0.31 % | 0.43 | 3.67 % | 0.57 | ||||
| June 30, 2015 | -6.22 % | 0.29 | 7.03 % | 0.62 | ||||
| Sept. 30, 2015 | 6.82 % | 0.80 | 16.65 % | 0.84 | ||||
| Dec. 31, 2015 | 3.52 % | 0.65 | 13.22 % | 0.83 | ||||
| March 31, 2016 | 3.92 % | 0.73 | 13.49 % | 0.84 | ||||
| June 30, 2016 | 1.14 % | 0.52 | 12.94 % | 0.77 | ||||
| Sept. 30, 2016 | 2.58 % | 0.58 | 16.22 % | 0.82 | ||||
| Dec. 31, 2016 | 5.27 % | 0.79 | 21.44 % | 0.83 | ||||
| March 31, 2017 | 3.53 % | 0.75 | 14.46 % | 0.80 | ||||
| June 30, 2017 | 4.39 % | 0.78 | 13.72 % | 0.71 | ||||
| Sept. 30, 2017 | 7.43 % | 0.81 | 17.30 % | 0.78 | ||||
| Dec. 31, 2017 | -1.08 % | 0.43 | -1.70 % | 0.39 | ||||
| March 31, 2018 | 2.76 % | 0.61 | 14.96 % | 0.74 | ||||
| June 30, 2018 | 8.11 % | 0.78 | 13.62 % | 0.72 | ||||
| Sept. 30, 2018 | -10.38 % | 0.13 | 8.68 % | 0.64 | ||||
| Dec. 31, 2018 | 12.96 % | 0.93 | 31.45 % | 0.94 | ||||
| March 31, 2019 | 4.29 % | 0.68 | -5.56 % | 0.31 | ||||
| June 30, 2019 | 3.68 % | 0.65 | 6.92 % | 0.50 | ||||
| Sept. 30, 2019 | 7.75 % | 0.81 | 13.78 % | 0.65 | ||||
| Dec. 31, 2019 | -18.01 % | 0.07 | 15.23 % | 0.73 | ||||
| March 31, 2020 | 17.57 % | 0.94 | 47.49 % | 0.96 | ||||
| June 30, 2020 | 9.23 % | 0.80 | 32.43 % | 0.94 | ||||
| Sept. 30, 2020 | 9.67 % | 0.84 | 21.44 % | 0.89 | ||||
| Dec. 31, 2020 | 3.90 % | 0.69 | 25.49 % | 0.86 | ||||
| March 31, 2021 | 6.21 % | 0.78 | 13.61 % | 0.70 | ||||
| June 30, 2021 | 0.73 % | 0.45 | -6.66 % | 0.29 | ||||
| Sept. 30, 2021 | 13.58 % | 0.83 | -12.79 % | 0.24 | ||||
| Dec. 31, 2021 | -6.97 % | 0.29 | -13.81 % | 0.28 | ||||
| March 31, 2022 | -12.85 % | 0.13 | -4.15 % | 0.42 | ||||
| June 30, 2022 | -5.44 % | 0.28 | 17.45 % | 0.74 | ||||
| Sept. 30, 2022 | 12.05 % | 0.87 | 19.74 % | 0.78 | ||||
| Dec. 31, 2022 | 3.63 % | 0.57 | 19.24 % | 0.70 | ||||
| March 31, 2023 | 6.69 % | 0.67 | 23.41 % | 0.79 | ||||
| June 30, 2023 | -3.34 % | 0.33 | 18.32 % | 0.70 | ||||
| Sept. 30, 2023 | 11.47 % | 0.86 | 36.81 % | 0.90 | ||||
| Dec. 31, 2023 | 9.86 % | 0.80 | 24.27 % | 0.70 | ||||
| March 31, 2024 | 3.94 % | 0.43 | 8.30 % | 0.62 | ||||
| June 30, 2024 | 7.15 % | 0.81 | - | - | ||||
| Sept. 30, 2024 | 0.91 % | 0.40 | - | - | ||||
| Dec. 31, 2024 | -3.97 % | 0.47 | - | - | ||||
| March 31, 2025 | - | - | - | - |