AutumnGold Managed Futures
 
 
AP Futures LLC
Volatility Trading Program

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Statistics & Program Information

Mar 2026 Return
-4.65%
Worst Drawdown (2)
-34.3%
Minimum Investment
$100,000
YTD Return
-6.87%
Sharpe Ratio 4% RF ROR (4)
0.19
AUM (13)
$1,694,148
Annualized CROR(1)
5.79%
Calmar Ratio (10)
0.43
Losing Streak
-6.87%

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THE RISK OF LOSS IN TRADING COMMODITY FUTURES, OPTIONS, AND FOREIGN EXCHANGE ("FOREX") IS SUBSTANTIAL.

Annualized ACROR is based on compounding. Please see Footnotes for more information.

Trading Methodology
70% Systematic
30% Discretionary
Trading Style
20% Contrarian
80% Spread Trading
Style Sub-Categories
Volatility, Mean Reversion, Spread, Spread
Market Sector
100% Stock Indices
Holding Period
100% Medium Term
Geographic Sector
US
Contracts
Futures
Start Date   Feb-2017 Currency   2US Dollar Management Fee    1.00%
Accepting New Accounts   Yes Min Investment    $100,000 Incentive Fee    20.00%
NFA Member    Yes Fund Minimum    $0 Other Fees   None
NFA Number    501241 Margin (7)   15-20% Average Commission (16)   
Notional Funds    Yes Round Turns Per Million (15)    1,200 Maximum Commission (17)   
Starting Date:  Feb-2017 Currency:  2US Dollar
Open to New Investors:  Yes Current Assets:  $1,694,148
Open to US Investors:  Yes Annualized CROR:  5.79%
Minimum Fund Investment:  $0
Minimum Managed Account:  $100,000 Current Losing Streak:  -6.87 %
Domicile:   Calmar:  0.43
Subscriptions:  N/A Sharpe Ratio: 4% RF ROR  0.19
Redemptions:  N/A US Attorney:  Not Listed
Lock Up:  N/A Offshore Attorney:  Not Listed
Hurdle Rate:  N/A Administrator:  Not Listed
Administraton Fee:  0.00% Prime Broker:  Not Listed
Management Fee:  1.00% Auditor:  Not Listed
Incentive Fee:  20.00% NFA Member:  Yes
Selling Fee:  0.00% FINRA Member:  No
Other Fees:  None Other Memberships:  None
Type of Fund:
Domicile:
Strategy:
Correlations: AG CTA Index: 0.334              AG Systematic CTA Index: 0.291              SP 500 TR: 0.556             
1Rates of Return

ROR calculations are not provided when there are less than 12 data points. The Annualized Compounded Rate of Return ("Annualized CROR") represents the compounded rate of return for each year or portion thereof presented. It is computed by applying successively respective monthly rate of return for each month beginning with the first month of that period. Annualized CROR is not applicable to CTAs that sum their monthly returns. The Annualized Mean Return is calculated by annualizing the average monthly return.

2Worst Peak-to-Valley Drawdown

The Worst Peak-to-Valley Drawdown is defined as the greatest cumulative percentage decline in net asset value due to losses sustained by the trading program during any period in which the initial net asset value is not equaled or exceeded by a subsequent asset value. Unless otherwise indicated, the Worst Peak-to Valley Drawdown is calculated from inception.

3Start & End Dates

Indicates the Start and End Dates of the Worst Peak-to-Valley Drawdown.

4Current Losing Streak

The Current Losing Streak ("Losing Streak") represents the extent of the Advisor's current drawdown.

5Annualized Standard Deviation

Annualized Standard Deviation is one way to look at consistency of returns. It measures the degree by which the monthly returns vary from the average (mean) return.

6Downside Deviation

Downside Deviation is a measure of downside volatility. It only considers those monthly performance results that are less than the monthly Minimum Acceptable Rate of Return.

7Sharpe Ratio

Sharpe Ratio is a risk-adjusted ratio that rewards consistency of returns. Traders are penalized for volatility regardless of whether it is on the up or downside. The Sharpe Ratio is calculated using a risk-free rate of return.

8Sortino Ratio

Sortino Ratio is a risk-adjusted ratio. The higher the number the better. Results are dependent upon the Minimum Acceptable Rate of Return (currently set at 5%).

9Sterling Ratio

Sterling Ratio is a risk-adjusted return measurement calculated by dividing the Annualized Compound ROR by the Average Yearly Maximum Drawdown less an arbitrary 10%. The Sterling Ratio is normally calculated using the last 36 months of data.

10Calmar Ratio

Calmar Ratio represents the historical amount gained for each dollar risked. A higher number is better. Unless otherwise denoted the Calmar Ratio is calculated by dividing the 36 month Compounded ROR by the 36 month Peak to Valley Drawdown. Traders with less than 36 months of data or a negative Calmar Ratio will be indicated by N/A.

11Omega Function

The Omega Function accounts for the non-normal distributions of returns and takes into account the investor's preferences for loss and gain. Omega is computed directly from the returns distribution and measures the total impact of the moments instead of each one of them individually.

12Minimum Investment

Minimum Investment represents the minimum account size.

13Assets Under Management

Assets Under Management ("AUM") represents the current nominal assets traded by the Manager.

14Margin to Equity

Margin to Equity ("Margin") represents the average margin as a percent of a fully funded account.

15Round Turns per Million

Round Turns per Million ("Round Turns") represent the average number of round turns that would be generated in a $1,000,000 account.

16Average Commission

The Average Commission ("Avg Comm") represents the average commission rate of the composite track record. A higher or lower commission rate would increase or decrease the performance accordingly.

17Maximum Commission

Maximum Commission ("Max Comm") is the Maximum Round Turn Rate allowable by the Manager.

Assets Under Management

Date AUM
Mar 2026$1,694,148
Feb 2026$1,758,964
Jan 2026$1,748,263
Dec 2025$1,801,806
Nov 2025$1,710,389
Oct 2025$1,684,183
Sep 2025$1,679,269
Aug 2025$1,550,020
Jul 2025$1,500,539
Jun 2025$1,447,644
May 2025$1,468,870
Apr 2025$1,393,532
Mar 2025$1,576,838
Feb 2025$1,588,909
Jan 2025$1,593,919
Dec 2024$1,397,719
Nov 2024$1,473,727
Oct 2024$1,387,153
Sep 2024$1,460,721
Aug 2024$1,455,891
Jul 2024$1,385,753
Jun 2024$1,401,071
May 2024$1,384,310
Apr 2024$1,461,924
Mar 2024$1,487,706
Feb 2024$1,467,409
Jan 2024$1,451,090
Dec 2023$1,444,477
Nov 2023$1,413,603
Oct 2023$1,368,202
Sep 2023$1,406,824
Aug 2023$1,434,779
Jul 2023$1,423,336
Jun 2023$1,326,753
May 2023$1,645,920
Apr 2023$1,722,068
Mar 2023$1,628,551
Feb 2023$1,634,920
Jan 2023$1,502,167
Dec 2022$1,438,178
Nov 2022$1,413,997
Oct 2022$1,346,131
Sep 2022$1,233,010
Aug 2022$1,281,659
Jul 2022$1,941,716
Jun 2022$1,826,658
May 2022$1,962,811
Apr 2022$2,033,669
Mar 2022$2,066,050
Feb 2022$2,164,769
Jan 2022$2,320,251
Dec 2021$2,563,382
Nov 2021$2,340,000
Oct 2021$2,407,000
Sep 2021$2,238,938
Aug 2021$2,310,959
Jul 2021$2,212,823
Jun 2021$2,186,553
May 2021$2,116,309
AUM values are as reported by the manager. Figures may be estimated or rounded.

Growth of $1,000 VAMI and Monthly Return

Trading Description, Risk Strategy & Background

The Volatility Trading Program is designed to exclusively trade VIX futures. The Advisor considers the current market environment in a broad sense and then looks to opportunistically place spread positions along the futures curve according to their relative value as determined by the Advisor's proprietary method. From time to time the Advisor may place a simple "long" or "short" position along the VIX futures curve to shift the portfolio's exposure and/or sensitivities. There are no trading restrictions or limitations placed on the Advisor and the Advisor reserves the right to trade in other futures markets, such as the E-mini S&P 500 and U.S Treasury futures, in times of market stress or illiquidity in order to hedge the portfolio's macro exposures.

The Advisor believes that risk management is critical to generating long-term wealth-building returns and that expected returns vary over time. Therefore, the Advisor takes a pro-active approach to risk management by varying the portfolio's exposures during different market environments with the goal of reducing drawdowns and capturing favorable risk/return probabilities as they are presented. The Advisor recommends that clients do not try to time the strategy, but instead consider the offered program to be part of a diversified investment portfolio to be held for many years.

Andrew Haleen is the sole principal, founder, and managing member of AP Futures, LLC. He registered as an associated person with the NFA and listed as a Principal of the Advisor on December 29, 2016. Mr. Haleen began trading client accounts as the Principal of AP Futures, LLC on January 30, 2017 and is responsible for all trading decisions and management of the Advisor. Mr. Haleen has been trading VIX futures since September 2013. He developed this trading program's strategy by combining aspects of various trading strategies from his professional experience in the credit and equity volatility markets that he believes are particularly well suited for VIX Futures.

Monthly Performance Since Feb 2017
YearJanFebMarAprMayJunJulAugSepOctNovDecROR (YTD)Max DD
2026-1.48%-0.85%-4.65%-6.87%-6.87%
20251.01%-0.34%-0.79%-11.66%5.38%2.59%3.63%3.27%1.82%0.40%1.43%4.25%10.34%-12.66%
20240.56%1.07%1.09%-1.28%1.61%0.96%-0.83%4.20%-1.05%-4.58%6.16%-5.12%2.25%-5.59%
20233.16%-0.20%-2.90%5.71%1.56%5.16%1.76%0.62%-1.80%-2.71%3.30%1.99%16.33%-4.46%
2022-7.94%-6.34%-1.37%-3.01%3.02%-6.99%6.24%0.14%-3.83%0.94%5.00%1.66%-12.88%-20.97%
2021-4.90%13.94%7.25%2.92%0.17%2.62%1.54%3.76%-2.53%6.67%-2.19%8.15%42.46%-4.90%

Accounting Notes: Performance Shown starts in Feb 2017 which is when AP Futures registered as a CTA. For performance of AP Futures prior to Feb 2017 please contact the Advisor directly.

Annual Performance Summary

Year Yearly Return Max Drawdown Year-End AUM
2026-6.87%-6.87%$1,694,148
202510.34%-12.66%$1,801,806
20242.25%-5.59%$1,397,719
202316.33%-4.46%$1,444,477
2022-12.88%-20.97%$1,438,178
Yearly Return is the compound rate of return for each calendar year. Max Drawdown is the peak-to-valley decline within the year. AUM is as of the last reported month of the year.
Performance Summary
Year Yearly Return Max DD
2026-6.87%-6.87%
202510.34%-12.66%
20242.25%-5.59%
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THE RISK OF LOSS IN TRADING COMMODITY FUTURES, OPTIONS, AND FOREIGN EXCHANGE ("FOREX") IS SUBSTANTIAL.


Accounting Notes:

Performance Shown starts in Feb 2017 which is when AP Futures registered as a CTA. For performance of AP Futures prior to Feb 2017 please contact the Advisor directly.

Risk Disclosure

THIS MATTER IS INTENDED AS A SOLICITATION FOR MANAGED FUTURES. THE RISK OF TRADING COMMODITY FUTURES, OPTIONS, FOREIGN EXCHANGE ('FOREX') AND/OR CRYPTOCURRENCIES IS SUBSTANTIAL. THE HIGH DEGREE OF LEVERAGE ASSOCIATED WITH COMMODITY FUTURES, OPTIONS AND FOREX CAN WORK AGAINST YOU AS WELL AS FOR YOU. THIS HIGH DEGREE OF LEVERAGE CAN RESULT IN SUBSTANTIAL LOSSES, AS WELL AS GAINS. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. IF YOU ARE UNSURE YOU SHOULD SEEK PROFESSIONAL ADVICE. AN INVESTOR MUST READ AND UNDERSTAND THE CTA’S CURRENT DISCLOSURE DOCUMENT BEFORE INVESTING. THERE ARE NO GUARANTEES OF PROFIT NO MATTER WHO IS MANAGING YOUR MONEY.

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. IN SOME CASES MANAGED ACCOUNTS ARE CHARGED SUBSTANTIAL COMMISSIONS AND ADVISORY FEES. THOSE ACCOUNTS SUBJECT TO THESE CHARGES, MAY NEED TO MAKE SUBSTANTIAL TRADING PROFITS JUST TO AVOID DEPLETION OF THEIR ASSETS. EACH COMMODITY TRADING ADVISOR ("CTA") IS REQUIRED BY THE COMMODITY FUTURES TRADING COMMISSION ("CFTC") TO ISSUE TO PROSPECTIVE CLIENTS A RISK DISCLOSURE DOCUMENT OUTLINING THESE FEES, CONFLICTS OF INTEREST AND OTHER ASSOCIATED RISKS. A HARD COPY OF THESE RISK DISCLOSURE DOCUMENTS ARE READILY AVAILABLE BY CLICKING ON EACH CTA'S "REQUEST DISCLOSURE DOCUMENT" BUTTON.

THE FULL RISK OF COMMODITY FUTURES, OPTIONS AND FOREX TRADING CAN NOT BE ADDRESSED IN THIS RISK DISCLOSURE STATEMENT. NO CONSIDERATION TO INVEST SHOULD BE MADE WITHOUT THOROUGHLY READING THE DISCLOSURE DOCUMENT OF EACH OF THE CTAS IN WHICH YOU MAY HAVE AN INTEREST. REQUESTING A DISCLOSURE DOCUMENT PLACES YOU UNDER NO OBLIGATION AND EACH DOCUMENT IS PROVIDED AT NO COST. THE CFTC HAS NOT PASSED UPON THE MERITS OF PARTICIPATING IN ANY OF THE FOLLOWING PROGRAMS NOR ON THE ADEQUACY OR ACCURACY OF THE DISCLOSURE DOCUMENTS. OTHER DISCLOSURE STATEMENTS ARE REQUIRED TO BE PROVIDED TO YOU BEFORE AN ACCOUNT MAY BE OPENED FOR YOU.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. PROSPECTIVE CLIENTS SHOULD NOT BASE THEIR DECISION ON INVESTING IN THIS TRADING PROGRAM SOLELY ON THE PAST PERFORMANCE PRESENTED. ADDITIONALLY, IN MAKING AN INVESTMENT DECISION, PROSPECTIVE CLIENTS MUST ALSO RELY ON THEIR OWN EXAMINATION OF THE PERSON OR ENTITY MAKING THE TRADING DECISIONS AND THE TERMS OF THE ADVISORY AGREEMENT INCLUDING THE MERITS AND RISKS INVOLVED.

AUTUMN GOLD CTA INDEXES ARE NON-INVESTABLE INDEXES COMPRISED OF THE CLIENT PERFORMANCE OF CTA PROGRAMS INCLUDED IN THE AUTUMN GOLD DATABASE AND DO NOT REPRESENT THE COMPLETE UNIVERSE OF CTAS. INVESTORS SHOULD NOTE THAT IT IS NOT POSSIBLE TO INVEST IN THESE INDEXES.