Autumn Gold Retail Report
Report Start Date: Jan-2020 - Report End Date: Nov-2025
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Evergreen Commodity Advisors, LLC - Energy Select
Trading Strategy: Discretionary / Short-Term / Energy
| Performance Since January 2020 | Track Record Compiled By: CTA Services | Please See Accounting Notes |
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROR | Max DD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.97% | 1.65% | 0.48% | 0.62% | 0.81% | 1.59% | -3.32% | -1.19% | 1.71% | 0.08% | -0.02% | – | 3.32% | -4.47% |
| 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% | 0.90% | -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% | 3.80% | -10.39% |
Program Description: 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.
| Program Statistics |
|
| Peak-to-Valley Drawdown (2) | -12.87% |
| From Sep 2019 to Jan 2020 | |
| Worst Month (Jan 2020) | -10.39% |
| Current Losing Streak | -7.49% |
| Average Monthly Return | 0.24% |
| Annualized Performance |
|
| Compound ROR (1) | 2.47% |
| Standard Deviation | 9.76% |
| Sharpe Ratio | 0.26 |
| Sterling Ratio | 0.05 |
| Calmar Ratio (3) | 0.06 |
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.
