Autumn Gold Retail Report
Report Start Date: Jan-2020 - Report End Date: Nov-2025
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Bocken Trading LLC - Discretionary Trading Program
Trading Strategy: Discretionary Trading
| Performance Since January 2020 | Track Record Compiled By: N/A | Please See Accounting Notes |
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROR | Max DD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.19% | -2.85% | -0.85% | 1.34% | -1.37% | -2.41% | -0.12% | -1.15% | -2.45% | 2.84% | -1.49% | – | -8.15% | -9.51% |
| 2024 | -1.57% | 0.90% | -4.19% | -1.48% | -0.60% | -2.19% | -2.39% | -0.64% | -2.60% | 1.04% | -0.51% | -0.17% | -13.60% | -13.90% |
| 2023 | -0.83% | -1.79% | -1.14% | -0.75% | -0.44% | 2.20% | -0.68% | -1.79% | -2.22% | -1.66% | -1.14% | -2.12% | -11.75% | -11.75% |
| 2022 | 4.35% | 6.02% | -1.97% | 3.06% | -3.87% | -6.83% | 4.27% | -0.17% | -2.04% | 1.27% | -0.17% | -1.50% | 1.65% | -10.44% |
| 2021 | 4.50% | 0.55% | -3.33% | 12.04% | -1.98% | 3.63% | 0.18% | -3.41% | 3.10% | 1.11% | 0.09% | 0.77% | 17.61% | -3.41% |
| 2020 | -0.58% | -0.11% | 0.64% | 1.73% | -0.78% | -0.98% | -0.77% | 5.46% | 1.83% | 0.66% | 6.87% | 8.40% | 24.13% | -2.51% |
Program Description: Bocken Trading, LLC is a registered Commodity Trading Advisor formed in February 2011. The program is traded by Megan Bocken. Megan focuses primarily on domestic agricultural commodity futures and options with emphasis on wheat, corn, soybeans, and soybean products. She may, on occasion, trade other Ag related markets. Megan gained a thorough understanding of the grain trade by helping to service commercial grain accounts including both users and producers, and by studying the fundamentals of the grain markets as a research analyst. She currently maintains her own research focusing on wheat, corn, and soybeans placing special emphasis on relationships among the different classes of wheat. This includes forecasting both US and world supply and demand of each particular commodity in order to determine value and price trends based on ever-changing market conditions. It also involves a careful and constant monitoring of US and world weather, geopolitical issues, and currency relationships. By combining the factors, Megan is able to make trading decisions that integrate flat price, intra and inter market spreads as well as options strategies. Both long and short positions are utilized, and trades may vary from day-trades to longer term trades depending on the nature of each market. Her focus is fundamental analysis, but technical analysis is also used to pick entry levels, risk levels, and objectives.
| Program Statistics |
|
| Peak-to-Valley Drawdown (2) | -37.13% |
| From Apr 2022 to Sep 2025 | |
| Worst Month (May 2012) | -11.12% |
| Current Losing Streak | -36.31% |
| Average Monthly Return | 0.22% |
| Annualized Performance |
|
| Compound ROR (1) | 1.83% |
| Standard Deviation | 13.28% |
| Sharpe Ratio | 0.17 |
| Sterling Ratio | -0.51 |
| Calmar Ratio (3) | -0.36 |
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. TRADING FUTURES AND OPTIONS INVOLVES SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL INVESTORS. AN INVESTOR COULD POTENTIALLY LOSE MORE THAN THE INITIAL INVESTMENT. AN INVESTOR MUST READ AND UNDERSTAND THE COMMODITY TRADING ADVISOR'S CURRENT DISCLOSURE DOCUMENT BEFORE INVESTING. SELLING OPTIONS INVOLVES UNLIMITED RISK OF LOSS. THERE IS NO GUARANTEE OF PROFIT NO MATTER WHO IS MANAGING YOUR MONEY. THIS MATTER IS INTENDED AS A SOLICITATION TO INVEST IN MANAGED FUTURES.
