Simulated Performance for UMA Financial Services, 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 |
|---|---|---|---|---|---|---|---|---|
| Sept. 30, 2019 | 14.75 % | 0.85 | 23.96 % | 0.70 | 8 | |||
| Dec. 31, 2019 | -18.06 % | 0.08 | 23.97 % | 0.73 | 8 | |||
| March 31, 2020 | 22.06 % | 0.93 | 52.98 % | 1.00 | 3 | |||
| June 30, 2020 | 10.94 % | 0.71 | 40.50 % | 0.96 | 4 | |||
| Sept. 30, 2020 | 14.12 % | 0.83 | 26.14 % | 0.89 | 3 | |||
| Dec. 31, 2020 | 3.14 % | 0.66 | 22.79 % | 0.78 | 4 | |||
| March 31, 2021 | 9.44 % | 0.78 | 19.44 % | 0.69 | 9 | |||
| June 30, 2021 | -0.57 % | 0.51 | -9.80 % | 0.32 | 7 | |||
| Sept. 30, 2021 | 10.95 % | 0.75 | -12.21 % | 0.24 | 8 | |||
| Dec. 31, 2021 | -0.47 % | 0.41 | -19.71 % | 0.26 | 5 | |||
| March 31, 2022 | -17.28 % | 0.15 | -11.16 % | 0.31 | 3 | |||
| June 30, 2022 | -2.72 % | 0.27 | 20.76 % | 0.66 | 8 | |||
| Sept. 30, 2022 | -0.64 % | 0.64 | 18.54 % | 0.71 | 5 | |||
| Dec. 31, 2022 | 12.46 % | 0.62 | 35.05 % | 0.68 | 9 | |||
| March 31, 2023 | 11.12 % | 0.67 | 24.62 % | 0.70 | 6 | |||
| June 30, 2023 | -4.14 % | 0.33 | 21.79 % | 0.70 | 7 | |||
| Sept. 30, 2023 | 10.46 % | 0.82 | 32.81 % | 0.89 | 6 | |||
| Dec. 31, 2023 | 7.09 % | 0.71 | 29.56 % | 0.65 | 9 | |||
| March 31, 2024 | 8.91 % | 0.57 | 11.80 % | 0.70 | 8 | |||
| June 30, 2024 | 5.38 % | 0.72 | 9.76 % | 0.67 | 3 | |||
| Sept. 30, 2024 | 5.29 % | 0.49 | 14.97 % | 0.61 | 6 | |||
| Dec. 31, 2024 | -6.10 % | 0.45 | 12.74 % | 0.63 | 4 | |||
| March 31, 2025 | 8.36 % | 0.63 | - | - | ||||
| June 30, 2025 | 8.88 % | 0.64 | - | - | ||||
| Sept. 30, 2025 | 2.19 % | 0.51 | - | - | ||||
| Dec. 31, 2025 | - | - | - | - |