Evergreen Commodity Advisors, LLC
Historical Energy Spread Program
Principal(s): Bryan Vaverek, Kelcy Voth
Strategy: Energy Spread
Statistical Reports are Subscription Based
Trading Description, Risk Strategy & Background
The Historical Energy Spread Program seeks to generate returns by identifying and capitalizing on statistically significant price relationships between various energy futures contracts. The program focuses on exploiting historical price patterns within energy spreads, such as crack spreads, calendar spreads, and inter-commodity spreads. The program focuses on the petroleum complex, including WTI Crude Oil Futures, Brent Crude Oil Futures, RBOB Gasoline Futures, Heating Oil Futures, and Gasoil Futures. A systematic approach analyzes historical data to identify these patterns and establish entry and exit dates. Leveraging their extensive experience within the energy markets, Evergreen Commodity Advisors' principals assess each trading opportunity, considering factors such as liquidity and the alignment with the program's desired risk/reward profile. Risk management is a core component, with position sizing carefully determined based on factors such as historical risk, profit potential, maximum drawdown, exposure to similar products, and market volatility. The program also incorporates risk diversification by investing across multiple energy spreads. However, past performance is not indicative of future results and there is no guarantee of profits; investors may experience losses. Moreover, historical price movements are not always replicated in the future.
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.
Performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROR | Max DD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | – | – | – | 3.92% | – | – | – | – | – | – | – | – | 3.92% | 0.00% |
Track Record Compiled By: CTA Services
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.