AutumnGold Managed Futures
 
 
O'Brien Investment Group
Pecus Digital Assets Fund, LP

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Statistics & Program Information

Mar 2026 Return
-3.09%
Worst Drawdown (2)
-63.21%
Minimum Investment
$250,000
YTD Return
-9.09%
Sharpe Ratio 4% RF ROR (4)
0.39
AUM (13)
$7,200,000
Annualized CROR(1)
12.49%
Calmar Ratio (10)
0.87
Losing Streak
-40.3%

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
50% Systematic
50% Discretionary
Trading Style
100% Breakout & Machine Learning
Style Sub-Categories
Absolute Return, Breakout
Machine Learning
Market Sector
100% Digital Assets / Crypto Currencies
Holding Period
Multi-time frame
Geographic Sector
Contracts
Futures
Start Date   Jan-2021 Currency   US Dollar Management Fee    2.00%
Accepting New Accounts   Yes Min Investment    $0 Incentive Fee    20.00%
NFA Member    Yes Fund Minimum    $250,000 Other Fees   None
NFA Number    0501431 Margin (7)   0% Average Commission (16)   
Notional Funds    No Round Turns Per Million (15)    0 Maximum Commission (17)   
Starting Date:  Jan-2021 Currency:  US Dollar
Open to New Investors:  Yes Current Assets:  $7,200,000
Open to US Investors:  Yes Annualized CROR:  12.49%
Minimum Fund Investment:  $250,000
Minimum Managed Account:  $N/A Current Losing Streak:  -40.3 %
Domicile:   Calmar:  0.87
Subscriptions:  N/A Sharpe Ratio: 4% RF ROR  0.39
Redemptions:  Quarterly / 5-day notice US Attorney:  Not Listed
Lock Up:  None Offshore Attorney:  Not Listed
Hurdle Rate:  N/A Administrator:   NAV Consulting, Inc
Administraton Fee:  0.00% Prime Broker:  Not Listed
Management Fee:  2.00% Auditor:  Wipfli LLP
Incentive Fee:  20.00% NFA Member:  Yes
Selling Fee:  0.00% FINRA Member:  No
Other Fees:  None Other Memberships:  None
Type of Fund:
Single Advisor Fund
Domicile:
Strategy:
Futures Strategies
Correlations: SP 500 TR: 0.239             
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$7,200,000
Feb 2026$7,400,000
Jan 2026$7,100,000
Dec 2025$7,900,000
Nov 2025$7,800,000
Oct 2025$9,200,000
Sep 2025$11,200,000
Aug 2025$11,200,000
Jul 2025$1,000
Jun 2025$1,000
May 2025$1,000
Apr 2025$1,000
Mar 2025$1,000
Feb 2025$1,000
Jan 2025$1,000
Dec 2024$1,000
Nov 2024$1,000
Oct 2024$1,000
Sep 2024$1,000
Aug 2024$1,000
Jul 2024$1,000
Jun 2024$1,000
May 2024$1,000
Apr 2024$1,000
Mar 2024$1,000
Feb 2024$1,000
Jan 2024$1,000
Dec 2023$1,000
Nov 2023$1,000
Oct 2023$1,000
Sep 2023$1,000
Aug 2023$1,000
Jul 2023$1,000
Jun 2023$1,000
May 2023$1,000
Apr 2023$1,000
Mar 2023$1,000
Feb 2023$1,000
Jan 2023$1,000
Dec 2022$1,000
Nov 2022$1,000
Oct 2022$1,000
Sep 2022$1,000
Aug 2022$1,000
Jul 2022$1,000
Jun 2022$1,000
May 2022$1,000
Apr 2022$1,000
Mar 2022$1,000
Feb 2022$1,000
Jan 2022$1,000
Dec 2021$1,000
Nov 2021$1,000
Oct 2021$1,000
Sep 2021$1,000
Aug 2021$1,000
Jul 2021$1,000
Jun 2021$1,000
May 2021$1,000
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 Partnership's trading strategy is a combination of quantitative trading models and discretionary trading of Bitcoin (BTC), Solana (SOL), XRP and Ether (ETH) futures traded on the Chicago Mercantile Exchange ("CME"). The trades entered will be both long and short. The majority of the trades are expected to be generated by multi-time frame trend, breakout and machine learning models. Although applied to different markets, these same models, 45+ in total, have been used in the O'Brien Investment Group Quantitative Global Macro Fund, LP since its inception in 2017. To a lesser extent, the General Partner may execute discretionary trades in BTC, SOL, XRP and ETH futures at the CME as risk management tools or with a goal to generate absolute returns. The General Partner may also sell covered puts or calls at the CME against futures positions as a risk management tool or with a goal of generating absolute returns when implied volatility is considered favorable for such trades by the General Partner in its sole judgment.

N/A

The O'Brien Investment Group (OBIG) has been registered with the Commodity Futures Trading Commission (CFTC), since 2017, as a Commodity Trading Advisor (CTA) and has been a member of the National Futures Association (NFA) since 2017. OBIG is headquartered in suburban Chicago and has 4 professionals decided to the portfolio management, research, trading, operations, compliance and marketing of the Pecus Digital Assets Fund, LP and the OBIG Quantitative Global Macro fund and managed account program. OBIG has considerable experience developing and managing quantitative trading strategies. The Pecus Digital Assets Fund, LP will have a significant capital allocation to quantitatively trading.

Monthly Performance Since Jan 2021
YearJanFebMarAprMayJunJulAugSepOctNovDecROR (YTD)Max DD
2026-11.12%5.55%-3.09%-9.09%-11.12%
2025-2.87%-29.55%-1.63%17.96%10.43%-5.55%31.55%2.40%1.33%-18.10%-15.66%1.26%-20.92%-32.69%
20244.38%107.13%16.72%-23.76%14.65%-9.07%2.09%-6.88%3.09%-1.08%85.72%-16.96%199.91%-24.44%
202316.49%-4.75%7.33%0.87%-5.40%6.96%-5.84%-7.95%-1.38%19.84%4.47%12.88%46.85%-14.52%
2022-16.34%-11.32%3.19%-25.42%-13.86%67.38%-1.35%-0.27%-4.45%-2.16%-3.55%-3.25%-29.35%-50.82%
20210.22%2.27%1.19%6.88%-15.85%-10.66%3.97%10.33%-10.90%23.64%-3.90%-18.07%-17.08%-25.20%

Accounting Notes: The Fund was launched in January 2021. The first trade was January 11, 2021. The above performance is net of all fees as calculated by NAV Consulting, the Fund Administrator.

Annual Performance Summary

Year Yearly Return Max Drawdown Year-End AUM
2026-9.09%-11.12%$7,200,000
2025-20.92%-32.69%$7,900,000
2024199.91%-24.44%$1,000
202346.85%-14.52%$1,000
2022-29.35%-50.82%$1,000
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
2026-9.09%-11.12%
2025-20.92%-32.69%
2024199.91%-24.44%
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:

The Fund was launched in January 2021. The first trade was January 11, 2021. The above performance is net of all fees as calculated by NAV Consulting, the Fund Administrator.

++Qualified Eligible Investors Only:

A Qualified Eligible Person must meet the following two requirements: 1) the investor must first be an accredited investor. The most common ways for this are to either have a net worth of $1,000,000 or more OR an annual income of $200,000 or more for the last two years OR, combined with a spouse, $300,000 per year for two years, 2) the investor must meet an additional portfolio requirement, which is having $4,000,000 in securities holdings OR the person must have on deposit with a Futures Commission Merchant at least $400,000 in exchange-specified initial margin and option premiums, and required minimum security deposit for retail forex transactions).

Exemptions:

PURSUANT TO AN EXEMPTION FROM THE COMMODITY FUTURES TRADING COMMISSION IN CONNECTION WITH THE ACCOUNTS OF QUALIFIED ELIBIBLE PERSONS, THIS BROCHURE OR ACCOUNT DOCUMENT IS NOT REQUIRED TO BE, AND HAS NOT BEEN, FILED WITH THE COMMISSION. THE COMMODITY FUTURES TRADING COMMISSION DOES NOT PASS UPON THE MERITS OF PARTICIPATING IN A TRADING PROGRAM OR UPON THE ADEQUANCY OR ACCURACY OF THE COMMODITY TRADING ADVISOR DISCLOSURE. CONSEQUENTLY, THE COMMODITY FUTURES TRADING COMMISSION HAS NOT REVIEWED OR APPROVED THIS TRADING PROGRAM OR THIS BROCHURE OR ACCOUNT DOCUMENT.

Risk Disclosure

Underlying Spot Virtual Currency Products

Returns are not guaranteed. You may lose money if the crypto currency price falls below the price you paid.

Much of the virtual currency cash market operates through Internet-based trading platforms that may be unregulated and unsupervised.

A unique feature of virtual currencies is that they are not legal tender in the United States and therefore may lack intrinsic value. The price of many virtual currencies is based on the agreement of the parties to the transaction.

The price of a virtual currency is based on the perceived value of the virtual currency and subject to changes in sentiment, which make these products highly volatile. Certain virtual currencies have experienced daily price volatility of more than 20%. The risks associated with the extreme price volatility of virtual currencies and the possibility of rapid and substantial price movements, could result in significant losses.

Virtual currencies can be traded through privately negotiated transactions and through numerous virtual currency exchanges and intermediaries around the world. The lack of a centralized pricing source poses a variety of valuation challenges. In addition, the dispersed liquidity may pose challenges for market participants trying to exit a position, particularly during periods of stress.

The cybersecurity risks of virtual currencies and related “wallets” or spot exchanges include hacking vulnerabilities and a risk that publicly distributed ledgers may not be immutable. A cybersecurity event could result in a substantial, immediate, and irreversible loss for market participants that trade virtual currencies. Even a minor cybersecurity event in a virtual currency is likely to result in downward price pressure on that product and potentially other virtual currencies.

Virtual currency balances are generally maintained as an address on the blockchain and are accessed through private keys, which may be held by a market participant or a custodian. Although virtual currency transactions are typically publicly available on a blockchain or distributed ledger, the public address does not identify the controller, owner, or holder of the private key. Unlike bank and brokerage accounts, virtual currency exchanges and custodians that hold virtual currencies do not always identify the owner. The opaque underlying or spot market poses asset verification challenges for market participants, regulators and auditors and gives rise to an increased risk of manipulation and fraud, including the potential for Ponzi schemes, bucket shops and pump and dump schemes.

Virtual currency exchanges, as well as other intermediaries, custodians and vendors used to facilitate virtual currency transactions, are relatively new and largely unregulated in both the United States and many foreign jurisdictions. Virtual currency exchanges generally purchase virtual currencies for their own account on the public ledger and allocate positions to customers through internal bookkeeping entries while maintaining exclusive control of the private keys. Under this structure, virtual currency exchanges collect large amounts of customer funds for the purpose of buying and holding virtual currencies on behalf of their customers. The opaque underlying spot market and lack of regulatory oversight creates a risk that a virtual currency exchange may not hold sufficient virtual currencies and funds to satisfy its obligations and that such deficiency may not be easily identified or discovered. In addition, many virtual currency exchanges have experienced significant outages, downtime and transaction processing delays and may have a higher level of operational risk than regulated futures or securities exchanges.

Virtual currencies currently face an uncertain regulatory landscape in the United States and many foreign jurisdictions. In the United States, virtual currencies are not subject to federal regulatory oversight but may be regulated by one or more state regulatory bodies. In addition, many virtual currency derivatives are regulated by the CFTC, and the SEC has cautioned that many initial coin offerings are likely to fall within the definition of a security and subject to U.S. securities laws. One or more jurisdictions may, in the future, adopt laws, regulations or directives that affect virtual currency networks and their users. Such laws, regulations or directives may impact the price of virtual currencies and their acceptance by users, merchants, and service providers.

The relatively new and rapidly evolving technology underlying virtual currencies introduces unique risks. For example, a unique private key is required to access, use or transfer a virtual currency on a blockchain or distributed ledger. The loss, theft or destruction of a private key may result in an irreversible loss. The ability to participate in forks could also have implications for investors. For example, a market participant holding a virtual currency position through a virtual currency exchange may be adversely impacted if the exchange does not allow its customers to participate in a fork that creates a new product.

Many virtual currencies allow market participants to offer miners (i.e., parties that process transactions and record them on a blockchain or distributed ledger) a fee. While not mandatory, a fee is generally necessary to ensure that a transaction is promptly recorded on a blockchain or distributed ledger. The amounts of these fees are subject to market forces, and it is possible that the fees could increase substantially during a period of stress. In addition, virtual currency exchanges, wallet providers and other custodians may charge high fees relative to custodians in many other financial markets. The impact of these transaction fees could materially negatively impact performance results.

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.