Tracking CTAs since 1994
CTA Profiles
Tracking CTAs since 1994
Principal(s): Robert D. Wharton / Jeff Apel
Strategy: Discretionary / Fundamental / Ags
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The Advisor currently is accepting accounts in its Agricultural Futures Program (the "Program"). The Program's objective is to achieve substantial profits with relatively low levels of performance volatility. There is no assurance the Program will achieve its objectives or that clients will avoid substantial losses. The Program primarily involves the speculative trading of futures contracts on grains and meat products. However, the Program is not limited to those markets. In implementing the Program, the Advisor may speculate or trade in any futures or options contract traded on a U.S. futures exchange, either now or in the future (collectively, "Commodity Interests"). Such instruments may include, without limitation, futures contracts (and options thereon) on any of the following: physical commodities in addition to grain and meat products, interest- rate sensitive products, financial instruments, and stock indices.
In implementing the Program, the Advisor employs a discretionary combination of technical and fundamental analysis. Fundamental analysis is concerned with any factor that would affect the supply and demand, and therefore the price, of a given Commodity Interest. Technical analysis is based on the theory that the study of the past price action in a given market, rather than external factors that affect the supply and demand of a particular Commodity Interest, provides a means of anticipating future prices. Technical analysis operates on the theory that market prices at any given point in time reflect all known factors affecting supply and demand for a particular Commodity Interest. In accordance with this theory, technical analysts subscribe to the belief that a detailed analysis of, among other things, actual daily, weekly, and monthly price fluctuations, volume variations, and changes in open interest are of predictive value when attempting to determine the future course of price movements.
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Robert D. Wharton - Managing Member: Robert D. Wharton is the Advisor's founder and Managing Member. As such, he is responsible for managing all aspects of the Advisor's operations, including its trading decisions. He was listed as a principal of the Advisor, and registered as an associated person, in February 2011. Mr. Wharton, an experienced trader of agricultural futures instruments, has been self-employed as a registered floor broker on the floor of the Chicago Mercantile Exchange ("CME"�), trading his own account and executing customer orders, since December 1988. He founded the Advisor to offer discretionary trading services to qualified members of the public pursuant to the Agricultural Futures Program. Mr. Wharton holds a Bachelor's degree in finance from the University of Nebraska. He resides in Chicago with his wife and children.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROR | Max DD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.91% | 2.67% | -0.23% | 4.09% | 7.59% | -0.23% | ||||||||
| 2024 | -3.90% | -2.85% | 2.24% | 1.91% | -5.56% | -2.64% | 2.00% | -3.67% | -1.25% | -3.59% | -0.13% | 1.03% | -15.58% | -16.44% |
| 2023 | -1.30% | 0.66% | 0.61% | 1.05% | -4.28% | 1.87% | 1.84% | -0.02% | -3.40% | 3.05% | 2.62% | -1.53% | 0.88% | -4.28% |
| 2022 | 1.59% | -0.59% | 2.10% | -1.83% | -0.37% | -0.29% | -0.65% | 3.28% | -0.28% | 6.25% | 0.15% | 1.30% | 10.91% | -3.11% |
| 2021 | 1.76% | -0.52% | 1.18% | -1.83% | -3.16% | 4.06% | 1.52% | 1.49% | 3.24% | 1.20% | 1.51% | 1.76% | 12.67% | -4.93% |
| 2020 | 0.34% | 2.50% | -0.17% | -2.35% | -2.67% | 7.25% | -2.65% | -1.29% | -5.26% | 1.68% | -1.00% | -1.88% | -5.89% | -10.08% |
| 2019 | -1.71% | -3.48% | 0.75% | -0.37% | 3.63% | -1.74% | 3.85% | 8.19% | -0.92% | -1.64% | -2.35% | -2.86% | 0.71% | -7.56% |
| 2018 | -0.59% | -3.08% | 1.01% | -0.47% | 1.51% | 0.45% | 1.83% | 0.56% | -2.89% | -1.00% | -0.28% | -1.02% | -4.03% | -5.11% |
| 2017 | 1.27% | 0.20% | 0.54% | -0.72% | 0.50% | 1.32% | 0.96% | 2.78% | -0.81% | -4.40% | 3.21% | 1.00% | 5.79% | -5.17% |
| 2016 | 0.64% | 2.17% | -2.01% | -2.14% | 0.49% | -1.38% | 0.97% | 0.39% | 0.35% | -2.25% | 0.15% | 1.62% | -1.12% | -5.51% |
| 2015 | 1.04% | 0.03% | 0.94% | 0.14% | 3.92% | 1.92% | 1.77% | -2.11% | 0.82% | 0.25% | -0.27% | 1.12% | 9.88% | -2.11% |
| 2014 | 3.81% | -0.47% | 0.94% | -0.03% | 12.50% | 10.76% | 15.12% | 7.58% | -3.74% | -6.66% | 2.52% | -0.40% | 47.61% | -10.15% |
| 2013 | -8.76% | 1.99% | -0.54% | -1.51% | 2.08% | -5.02% | 3.40% | -2.42% | 0.98% | -0.91% | 5.03% | 5.00% | -1.6% | -11.62% |
| 2012 | -1.45% | 0.99% | 1.69% | 2.42% | 4.27% | 3.89% | 5.50% | -1.20% | 1.13% | 0.82% | 0.51% | -0.43% | 19.43% | -1.45% |
| 2011 | -1.12% | 0.77% | -0.33% | 1.36% | 0.66% | -1.12% | ||||||||
| Years | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 |
|---|---|---|---|---|---|---|
| ROR | 0.66% | 19.43% | -1.60% | 47.61% | 9.88% | -1.12% |
| Max DD | -1.12% | -1.45% | -11.62% | -10.15% | -2.11% | -5.51% |
| Years | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|---|
| ROR | 5.79% | -4.03% | 0.71% | -5.89% | 12.67% | 10.91% |
| Max DD | -5.17% | -5.11% | -7.56% | -10.08% | -4.93% | -3.11% |
| Years | 2023 | 2024 | 2025 YTD |
|---|---|---|---|
| ROR | 0.88% | -15.58% | 7.59% |
| Max DD | -4.28% | -16.44% | -0.23% |
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.