Tracking CTAs since 1994
CTA Profiles
Tracking CTAs since 1994
Principal(s): Bryan Vaverek, Kelcy Voth
Strategy: Discretionary / Short-Term / Energy
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In order to determine positions, Evergreen analyzes various technical indicators, including volume, overbought/oversold indicators, moving averages, and other signals that help determine potential market trends. Evergreen also considers fundamental factors and seasonal trends when making trading decisions. While these indicators assist Evergreen in finding opportunities in the markets, the firm relies heavily on the past trading experience of Kelcy Voth and Bryan Vaverek, Evergreen's Trading Principals, when making trading decisions. As market conditions are constantly changing, Evergreen utilizes its discretion over trades to help it adapt to changing market conditions. The Evergreen Discretionary Energy Select Program's higher minimum allows it to participate in the same trades as the Evergreen Discretionary Energy program with varying degrees of exposure as well as potential short-term opportunities.
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Evergreen Commodity Advisors, LLC ("Evergreen") is a Chicago-based Commodity Trading Advisor offering clients an opportunity to participate in a managed futures account program (the "Program"), which seeks capital appreciation of clients' assets through speculative trading in commodity futures and options on commodity futures. Kelcy Voth and Bryan Vaverek, Evergreen's Principals and co-founders, have a combined 18 years of futures trading experience. Their depth of knowledge of the energy industry and related markets is the result of prior experience at HTG Capital Partners, Iowa Grain Company, and Bell Trading.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROR | Max DD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.97% | 1.65% | 0.48% | 3.13% | 0% | |||||||||
| 2024 | 0.13% | -6.21% | -5.58% | 0.26% | -0.33% | 0.38% | 0.14% | -0.28% | -0.28% | -0.05% | 0.75% | 0.52% | -10.34% | -11.59% |
| 2023 | 0.30% | 1.89% | 0.17% | 0.32% | -0.76% | 2.82% | -0.27% | 0.05% | -1.41% | 4.32% | -0.06% | 0.20% | 7.69% | -1.63% |
| 2022 | 0.23% | 2.18% | 2.37% | 0.09% | -9.44% | 5.13% | 6.86% | -2.69% | 2.90% | 1.13% | -0.60% | 2.48% | 10.12% | -9.44% |
| 2021 | 0.63% | -1.21% | 0.11% | -0.96% | 2.54% | -1.63% | -0.70% | -1.43% | 0.98% | -0.94% | 3.06% | 0.57% | 0.9% | -3.72% |
| 2020 | -10.39% | 1.04% | 0.74% | 8.93% | -0.52% | -0.71% | 1.35% | -0.13% | 1.46% | -0.11% | 2.70% | 0.39% | 3.8% | -10.39% |
| 2019 | -5.18% | 5.60% | -1.27% | -1.68% | 1.40% | 0.33% | 3.98% | 1.14% | 1.77% | -3.20% | 2.45% | -1.96% | 2.9% | -5.18% |
| Years | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| ROR | 2.90% | 3.80% | 0.90% | 10.12% | 7.69% | -10.34% |
| Max DD | -5.18% | -10.39% | -3.72% | -9.44% | -1.63% | -11.59% |
| Years | 2025 YTD |
|---|---|
| ROR | 3.13% |
| Max DD | 0.00% |
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.
