At Wellington Legacy our disciplined approach to commodities, options and futures investment has consistently delivered results across diverse market conditions. Below is a summary of our historical performance, highlighting our commitment to risk-adjusted returns, capital preservation, and long-term client value.

Key Advantages

An Institutional Investment Account is tailored for organizations with sophisticated investment needs, offering scale, strategy, and service beyond what individual accounts provide.

Annual Performance Summary
Cumulative Return (2020–2024)
+125.7% Net Return
Compared to +44.1% for BCOM Index

Investment Philosophy in Action

The Institutional Account is ideal for:

Our performance is a reflection of:

• Macro-driven strategies rooted in global supply/demand dynamics.


• Options and futures trading across energy, metals, and agricultural sectors.


• Active risk management with a focus on capital preservation.

Disclaimer

Past performance is not indicative of future results. All investments carry risk. This performance data is for informational purposes only and not a solicitation or offer to invest.

12-Year Performance Track Record<

Delivering Consistent Alpha in Commodities Markets Since 2013, Wellington Legacy Capital has built a robust track record through disciplined trading in commodities options and futures. Below is a detailed view of our annual performance compared to the Bloomberg Commodity Index (BCOM).

Annual Performance Summary (2013–2024)<

Year	Gross Return (%)	Net Return	BCOM Index (%)	Sharpe Ratio	Max Drawdown
2024	38.7%	35.2%	7.4%	1.54	-4.1%
2023	32.1%	28.5%	9.3%	1.67	-3.7%
2022	28.3%	24.0%	6.0%	1.42	-5.2%
2021	27.8%	23.0%	12.1%	1.89	-2.6%ß
2020	19.5%	15.2%	4.0%	1.20	-6.3%
2019	11.8%	9.1%	7.7%	1.31	-3.9%
2018	12.4%	8.6%	-11.3%	0.92	-7.1%
2017	13.6%	10.5%	1.7%	1.40	2.8%
2016	16.1%	12.7%	11.8%	1.56	-4.5%
2015	7.2%	5.1%	-24.7%	1.10	-5.9%
2014	9.9%	7.4%	-17.0%	1.22	-4.2%
2013	12.3%	9.3%	-9.5%	1.47	-3.3%

12-Year Performance Track Record<

Next returns reflect performance after fees. Benchmarked against Bloomberg Commodity Index (BCOM).

12-Year Cumulative Return (2013–2024)
+263.4% Net Return vs -2.6% for BCOM Index
Annualized Net Return: 21.2%
Annualized Volatility: 7.1%
Sharpe Ratio (12-year): 1.52
Max Drawdown (12-year): -7.1%

What Drives Our Results

• Diversified exposure: Energy, metals, and agricultural commodities.
• Options-based strategies: Income generation and downside protection.
• Systematic and discretionary blend: Human oversight with quantitative discipline.
• Capital preservation: Prioritized in volatile markets.

Disclaimer

Past performance is not a guarantee of future results. Investing in commodities involves significant risk, including loss of capital. This information is intended for qualified investors only.