Autumn Gold Retail Report Report Start Date: Jan-2020 - Report End Date: Nov-2025 Print to PDF
Soaring Pelican, LLC - Intraday Advantage
Trading Strategy: Multi-System Stock Index
Performance Since January 2020 | Track Record Compiled By: CSI | Please See Accounting Notes
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ROR
Max DD
2025
0.64%
-2.38%
1.66%
3.43%
-4.95%
-3.10%
-3.11%
3.05%
-6.30%
1.91%
-2.21%
–
-11.29%
-14.13%
2024
3.37%
0.28%
-0.46%
1.13%
6.31%
-0.62%
0.80%
-3.03%
3.75%
-2.21%
-1.58%
1.28%
8.98%
-3.76%
2023
0.21%
-0.99%
-0.99%
-4.04%
-1.18%
3.00%
-0.03%
0.05%
0.76%
-1.88%
1.20%
0.69%
-3.32%
-7.04%
2022
4.25%
1.95%
-2.63%
1.14%
4.51%
1.03%
2.27%
2.08%
0.81%
-1.27%
-0.83%
1.89%
16.03%
-2.63%
2021
-0.28%
-4.04%
-0.77%
5.40%
-0.94%
-0.48%
6.81%
2.54%
-3.64%
2.81%
-5.83%
0.80%
1.62%
-6.71%
2020
-0.04%
-1.88%
-0.59%
0.09%
1.74%
-1.70%
-0.24%
-1.59%
0.38%
1.48%
0.79%
1.33%
-0.32%
-4.18%
Program Description: Program methodology is rooted in human observation of repeatable market behavior, carefully quantified and translated into mechanical intraday trading systems that have stood the test of time. Success is partially derived from minimizing drawdown, decelerating losing periods, and maintaining daily risk between 0.5%-1.5% of the trading level.
Program Statistics
Peak-to-Valley Drawdown (2)
-14.13%
From Apr 2025 to Nov 2025
Worst Month (Apr 2011)
-7.90%
Current Losing Streak
-14.13%
Average Monthly Return
0.42%
Annualized Performance
Compound ROR (1)
4.67%
Standard Deviation
10.32%
Sharpe Ratio
0.45
Sterling Ratio
-0.09
Calmar Ratio (3)
-0.11
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.
Autumn Gold Retail Report Report Start Date: Jan-2020 - Report End Date: Nov-2025 Print to PDF
Investment Information
Program Start Date
Jan-2011
Currency Denomination
US Dollar
Minimum Investment
$100,000
Management Fee
2.00%
Incentive Fee
20.00%
Round Turns per Million
4,000
NFA No:
#0489228
Trading Methodology
100% Systematic
Trading Style
25% Trend Following 67% Contrarian 75% Pattern/Statistical
Market Segment
100% Stock Indices
Statistical Comparisons
Soaring Pelican Intraday Advantage
AutumnGold AG CTA Index
S&P 500 SP 500 TR
Annualized Compound ROR (1)
1.60%
5.23%
15.30%
Cumulative Return
9.86%
35.24%
132.14%
Cumulative VAMI(7)
1,099
1,352
2,321
Best Monthly Return
6.81%
2.99%
12.82%
Worst Monthly Return
-6.30%
-1.27%
-12.35%
Annual Standard Deviation
9.08%
3.32%
17.27%
Profit Loss Ratio
1.18
3.53
1.90
Correlation
—
-0.03
-0.01
Last Month
-2.21%
1.96%
0.25%
Last 12 Months
-10.16%
4.54%
15.01%
Last 24 Months
-2.66%
10.80%
53.99%
Last 36 Months
-4.77%
13.22%
75.29%
Growth of $1,000 VAMI Comparison
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.
Autumn Gold Retail Report Report Start Date: Jan-2020 - Report End Date: Nov-2025 Print to PDF
Accounting Notes
The tables on the following pages represent the past performance results, in capsule format, for a composite of all client accounts traded by the Advisor and/or its principal Sam Beckers. Specifically, the principal of the Advisor, Sam Beckers, previously operated as a sole proprietor Commodity Trading Advisor from March 14, 2012 and continues to do so Sept 2015. While Mr. Beckers was operating as a sole proprietorship he established and branded the name "Soaring Pelican Automated Systems" as a "doing business as" identity. This name would eventually be utilized when forming "Soaring Pelican, LLC" which is the current advisor presenting the strategy included within this document. For all intents and purposes the strategy offered in this document is identical to that which was offered by Mr. Beckers as a sole proprietorship CTA doing business as "Soaring Pelican Automated Systems."
Previous to Mr. Beckers being regulated, that is prior to March 14, 2012, Sam Beckers as an unregistered individual, traded customer accounts but was exempt from registration with NFA pursuant to section 4m(1) of the CEA. Section 4m(1) is utilized by traders who advise less than 15 customer accounts and do not publically hold themselves out as a commodity trading advisor. Accordingly, the composite information presented in the capsules on the following pages prior to Mr. Becker's being registered with the CFTC on March 14, 2012.
An Important Note on the Start Date and End Date of this Report
If the Start Date of this Report Predates the Inception of the Program, the Maximum Drawdown from Inception may be larger than indicated in this report.
Performance Results reported or amended subsequent to Friday December 5, 2025 are not reflected in this Report. Monthly ROR and drawdowns are based on end-of-month values and do not reflect intramonth volatility.
Historical Drawdowns and Recoveries
The drawdown begins in the month listed as "start." Length is in months. Recovery begins the following month and ends when full recovery is reached.
Statistical Footnotes
1) The Annualized Compounded Rate of Return (ACROR) 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. It smooths out the returns by assuming a constant growth. 2) Peak to Valley Drawdown = worst % loss between Jan-2020 and Nov-2025 3) Calmar Ratio uses the last 36 months of data.
Benchmark Descriptions
AG CTA Index: The Autumn Gold CTA Index is a Non-Investable Index comprised of the client performance of all CTA programs included in the AG database and does not represent the complete universe of CTAs. CTA programs with proprietary performance are not included. Monthly numbers are updated until 45 days after the end of the month. Investors should note that it is not possible to invest in this index.
SP 500 TR: The S&P 500 indices are designed to reflect all sectors of the U.S. equity markets. The S&P 500 includes 500 blue chip, large cap stocks, which together represent about 75% of the total U.S. equities market. Companies eligible for addition to the S&P 500 have market capitalization of at least US$3.5 billion. The TR Index accounts for the reinvestment of dividends.
This report was prepared from trader-provided information and is believed to be reliable.
It should be read alongside each Trader’s Disclosure Document or Fund Offering Document.
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.
