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R Best, LLC - Private Client Program (C)

Principal(s): Joe Wilkins, Mary Lou Pier
Strategy: S-Term / Systematic / Treasury & Equities
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Statistics & Program Information

Oct 2025 Return   0.71% Worst Drawdown (2)    -19.54% Minimum Investment   $50,000
YTD Return: -11.2% Losing Streak (3):  -13.16% AUM (5):  $300,000
Annual Mean Return(1)  0.02% Sharpe Ratio 4% RF ROR(4):  -0.19 Calmar Ratio (6):  N/A
1) This CTA reports performance based on a fixed trading level rather than actual equity; therefore, the returns shown are not compounded
Trading Methodology
100% Systematic
Style Sub-Categories
Momentum
Mean Reversion
Trading Style
75% Trend Following
25% Contrarian
Market Sector
72% Stock Indices
28% Financials
Holding Period
100% Intraday
Geographic Sector
US
Contracts:

Start Date   Aug-2015 Currency   US Dollar Management Fee    2.00%
Accepting New Accounts   Yes Min Investment    $50,000 Incentive Fee    0.00
NFA Member    Yes Fund Minimum    $0 Other Fees   None
NFA Number    0442937 Margin (7)   20% Avg Comm (8)   
Notional Funds    Yes Round Turns Per Million (10)    4,800 Max Comm (9)   
Starting Date:  Aug-2015 Currency:  US Dollar
Open to New Investors:  Yes Current Assets:  $300,000
Open to US Investors:  Yes Annualized CROR:  1.24%
Minimum Fund Investment:  $0
Minimum Managed Account:  $50,000 Current Losing Streak:  -13.16 %
Domocile:   Calmar:  N/A
Subscriptions:  N/A Sharpe Ratio: 4% RF ROR  -0.19
Redemptions:  N/A US Attorney:  Not Listed
Lock Up:  N/A Offshore Attorney:  Not Listed
Hurdle Rate:  N/A Administrator:  Not Listed
Administraton Fee:  0.00% Prime Broker:  Not Listed
Management Fee:  2.00% Auditor:  Not Listed
Incentive Fee:  20.00% NFA Member:  Yes
Selling Fee:  3.00% FINRA Member:  No
Other Fees:  None Other Memberships:  None
Type of Fund:
Domicile:
Strategy:

Correlations:

Growth of $1,000 VAMI and Monthly Returns

Trading Description, Risk Strategy & Background

The R Best Client Private Program utilizes short term, systematic technical models to capitalize on directional moves in the Treasury and Equity Futures markets. Our models are designed to establish intraday trading positions when the markets exhibit a high probability of developing a sustained trending move or a sustained reversion move. The programs use machine learning to intelligently select profitable opportunity, and use specific profit targets and stops to limit market exposure. Proprietary indicators and strict management policies reduce trading in volatile conditions to protect risk capital.

R Best has been registered as a Commodity Trading Advisor ("CTA") with the Commodity Trading Commission ("CFTC") since September 13, 2012 and has been a National Futures Association ("NFA") member since that date. Mr. Joseph R. Wilkins is the active Principal of R Best, while Ms. Mary Lou Pier is also a principal, serving as the CFO and in an advisory role for the firm.

Performance

Monthly Performance Since Aug 2015

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecROR*Max DD
2025 -2.14% -1.05% 2.26% 3.40% -2.54% -2.98% -0.68% 0.09% -8.27% 0.71%   -11.20% -13.78%
2024 -2.98% -0.39% -0.60% 0.76% -0.19% 3.28% 1.40% 7.77% 5.66% 2.51% 0.23% -0.26% 17.19% -3.94%
2023 -5.90% -4.70% 2.24% 2.85% 0.13% -4.30% -1.96% -0.19% 3.69% -6.88% 2.09% -3.90% -16.83% -16.24%
2022 4.29% -0.80% 3.91% 4.95% -1.86% 5.97% -2.75% 0.69% -0.60% 11.33% 0.61% 2.96% 28.70% -2.75%
2021 6.12% -1.15% -2.84% 2.29% -3.15% 0.81% 3.15% -1.04% -0.24% 1.34% -5.55% 2.24% 1.98% -6.51%
2020 7.72% -2.39% -0.16% -2.23% -5.98% 9.04% -9.14% 0.15% -0.01% 3.37% -2.70% -1.75% -4.08% -12.17%

Annual Performance

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. THERE IS A RISK OF LOSS IN FUTURES TRADING.

Footnotes

1. The Annualized Compounded ROR ("Rate of Return") is the average return of an investment over a number of years. It smoothes out returns by assuming constant growth. 2. Peak to Valley Drawdown ("Maximum Drawdown") is the worst drawdown % the time-period. 3. Sharpe Ratio uses a 4% Risk Free ROR (Rate of Return) 4. Calmar Ratio Uses last 36 months of Data 5. The hypothetical growth of $1,000

RISK DISCLOSURE

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.

 

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS