Simulated Performance for Western Wealth Management, 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 |
|---|---|---|---|---|---|---|---|---|
| Dec. 31, 2018 | 12.63 % | 0.92 | 30.58 % | 0.91 | ||||
| March 31, 2019 | 4.68 % | 0.66 | -6.94 % | 0.26 | ||||
| June 30, 2019 | 4.21 % | 0.59 | 3.48 % | 0.40 | ||||
| Sept. 30, 2019 | 8.86 % | 0.76 | 24.47 % | 0.57 | ||||
| Dec. 31, 2019 | -18.50 % | 0.06 | 18.36 % | 0.62 | ||||
| March 31, 2020 | 22.20 % | 0.92 | 58.39 % | 0.97 | ||||
| June 30, 2020 | 12.46 % | 0.76 | 41.22 % | 0.97 | ||||
| Sept. 30, 2020 | 11.49 % | 0.84 | 26.76 % | 0.92 | ||||
| Dec. 31, 2020 | 3.15 % | 0.73 | 26.47 % | 0.78 | ||||
| March 31, 2021 | 9.57 % | 0.79 | 15.70 % | 0.61 | ||||
| June 30, 2021 | 0.17 % | 0.40 | -12.34 % | 0.28 | ||||
| Dec. 31, 2021 | -3.99 % | 0.36 | -20.56 % | 0.29 | ||||
| March 31, 2022 | -17.77 % | 0.12 | -8.66 % | 0.31 | ||||
| June 30, 2022 | -4.03 % | 0.28 | 21.19 % | 0.64 | ||||
| Sept. 30, 2022 | 5.67 % | 0.79 | 21.11 % | 0.70 | ||||
| Dec. 31, 2022 | 8.08 % | 0.55 | 28.70 % | 0.67 | ||||
| March 31, 2023 | 9.45 % | 0.61 | 28.55 % | 0.73 | ||||
| June 30, 2023 | -3.11 % | 0.35 | 24.12 % | 0.68 | ||||
| Sept. 30, 2023 | 11.24 % | 0.80 | 35.94 % | 0.81 | ||||
| Dec. 31, 2023 | 9.71 % | 0.77 | 27.99 % | 0.65 | ||||
| March 31, 2024 | 5.29 % | 0.46 | 12.79 % | 0.58 | ||||
| June 30, 2024 | 6.22 % | 0.71 | - | - | ||||
| Sept. 30, 2024 | 3.79 % | 0.47 | - | - | ||||
| Dec. 31, 2024 | -4.31 % | 0.48 | - | - | ||||
| March 31, 2025 | - | - | - | - |