Tracking CTAs since 1994
R Best, LLC
Private Client Institutional Program
Principal(s): Joe Wilkins, Mary Lou Pier
Strategy: S-Term / Systematic / Treasury & Equities
Statistical Reports are Subscription Based
Trading Description, Risk Strategy & Background
The Private Client Institutional Program seeks to deliver high absolute returns by applying intraday momentum and reversal strategies to the S&P 500 e-mini futures market. It utilizes short term, systematic technical models to capitalize on directional moves in the equity futures markets.
N/A
R Best has been registered as a Commodity Trading Advisor ("CTA") with the Commodity Trading Commission ("CFTC") since September 13, 2012 and has been a National Futures Association ("NFA") member since that date. Mr. Joseph R. Wilkins is the active Principal of R Best, while Ms. Mary Lou Pier is also a principal, serving as the CFO and in an advisory role for the firm.
Performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROR* | Max DD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.82% | -1.12% | – | – | – | – | – | – | – | – | – | – | -2.94% | -2.92% |
| 2025 | -0.44% | -1.14% | 1.76% | 1.78% | 1.73% | -1.04% | 1.15% | 2.32% | -2.67% | 2.23% | 2.32% | -1.49% | 6.51% | -2.67% |
| 2024 | -0.22% | -0.46% | -0.94% | -0.51% | -0.45% | -0.77% | 0.13% | 0.56% | -0.28% | 0.60% | -0.17% | -1.35% | -3.86% | -3.81% |
| 2023 | -2.36% | -1.22% | 1.75% | 0.18% | -0.15% | -1.88% | -0.68% | -1.49% | 0.82% | -2.73% | 0.97% | -1.47% | -8.26% | -8.06% |
| 2022 | 1.85% | -0.13% | 1.66% | 2.79% | -1.74% | 1.15% | -1.69% | -2.20% | -0.28% | 5.56% | -1.02% | 1.61% | 7.56% | -4.71% |
| 2021 | 3.05% | 0.42% | -0.31% | 1.43% | -0.95% | 0.09% | 2.23% | -0.38% | 1.25% | 0.57% | -3.15% | 1.65% | 5.90% | -3.15% |
| 2020 | 4.20% | 0.13% | -0.61% | -0.29% | -2.33% | 4.92% | -3.81% | 0.01% | -0.42% | 0.96% | -0.47% | -0.94% | 1.35% | -4.64% |
| 2019 | 0.54% | 0.28% | -0.92% | 0.37% | -1.65% | -1.54% | -0.45% | 1.48% | -1.31% | 1.88% | 0.09% | 0.60% | -0.63% | -4.13% |
| 2018 | -0.32% | 3.02% | -0.27% | 0.78% | -1.66% | 0.00% | -0.30% | -1.03% | 0.25% | 0.47% | 1.85% | -0.35% | 2.44% | -2.96% |
| 2017 | 0.11% | 0.12% | 0.04% | -0.50% | 2.02% | -0.24% | -0.71% | 1.70% | -0.50% | 0.07% | -1.36% | -0.02% | 0.73% | -1.80% |
| 2016 | 0.09% | 0.90% | -0.12% | 0.50% | -1.18% | -1.50% | 0.46% | -0.10% | -0.27% | 0.47% | -0.06% | -0.07% | -0.88% | -2.66% |
| 2015 | 1.22% | 1.35% | 3.05% | 0.48% | 1.09% | 0.43% | 2.82% | -0.58% | -1.08% | 0.95% | 1.69% | 1.31% | 12.73% | -1.65% |
| 2014 | -0.03% | 2.68% | 2.93% | -2.00% | 1.51% | -1.62% | 0.98% | -0.61% | 0.63% | 4.23% | -1.17% | -1.43% | 6.10% | -2.58% |
Accounting Notes: When calculating the yearly rate of return the Advisor resets the nominal value at the beginning of each month and as a result the yearly return is computed as an addition of all months and is not compounded.<br><br> Performance through May�19 is inclusive of both the S&P emini and the Ten-Year treasury futures markets. Performance since is exclusively the S&P emini. Between February 1, 2010 and June 30, 2019 R Best served as a trade manager for Hehmeyer Capital Management, LLC (formerly Kottke Associates, LLC). Hehmeyer Capital Management, LLC was the CTA of record for the Hehmeyer Systematic Treasury and Equity program and is a separate entity from the Advisor. R Best, LLC acted exclusively as its trade manager . Since July 1, 2019 R Best, LLC has acted as CTA of record for the Private Client institutional Program (formerly Hehmeyer Systematic Treasury and Equity program). R Best Private Client Institutional Returns are based on trading of customer accounts. This in-cludes $500k of proprietary funds through Jul’20. No material difference was made to perfor-mance as a result of these proprietary funds being included or subtracted. Performance through May’19 is inclusive of both the S&P emini and the Ten-Year treasury futures markets. Performance since is exclusively the S&P emini.
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. THERE IS A RISK OF LOSS IN FUTURES TRADING.>
Risk Disclosure
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.