Simulated Performance for ML & R 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, 2021 | -1.00 % | 0.33 | -20.89 % | 0.24 | 4 | |||
| March 31, 2022 | -16.73 % | 0.12 | -9.13 % | 0.21 | 5 | |||
| June 30, 2022 | -2.64 % | 0.28 | 21.73 % | 0.72 | 8 | |||
| Sept. 30, 2022 | 2.44 % | 0.72 | 27.28 % | 0.78 | 9 | |||
| Dec. 31, 2022 | 9.95 % | 0.61 | 26.87 % | 0.67 | 7 | |||
| March 31, 2023 | 9.99 % | 0.77 | 22.94 % | 0.84 | 5 | |||
| June 30, 2023 | -4.31 % | 0.31 | 15.92 % | 0.76 | 4 | |||
| Sept. 30, 2023 | 9.30 % | 0.81 | 36.76 % | 0.97 | 8 | |||
| Dec. 31, 2023 | 8.37 % | 0.82 | 27.63 % | 0.76 | 8 | |||
| March 31, 2024 | 7.09 % | 0.59 | - | - |