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SDCI

Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-04
Executive Summary
The quantitative backtest for SDCI (Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund) using the Excess Return MMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -16.2% (compared to the benchmark's drawdown of -18.6%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 22.0%, compared to a Buy-and-Hold benchmark return of 26.3%. The strategy executed 44 total trades.

* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.

🛡️ SDCI Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-16.2% (vs -18.6% B&H)
+2.3% shallower drawdown
Drawdown Shield
2.3% Cut
Protected capital vs -18.6% B&H
Capital Sheltered from Risk
25.5% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 SDCI Quality Metrics & KPI Summary

Metric 1Y5YFull
StrategyB&HStrategyB&HStrategyB&H
Max Drawdown-8.16%-11.03%-16.22%-18.55%-16.22%-18.55%
Sharpe Ratio1.951.941.231.121.401.32
Sortino Ratio2.682.921.471.471.661.71
CAGR37.52%41.06%19.48%22.88%22.03%26.29%
% Time Invested89.5%100.0%71.9%100.0%74.5%100.0%
Trades / Year2.00.07.60.07.00.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of SDCI under the Excess Return MMA strategy (Investing) versus Buy & Hold. The strategy produced a 22.0% CAGR with a -16.2% Max Drawdown across 44 trade signals (compared to Buy & Hold's 26.3% CAGR and -18.6% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for SDCI under Excess Return MMA strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for SDCI under Excess Return MMA (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2025-05-02 2026-06-25 Completed 33.33% $19.57 $26.09 33.23% Stop
2026-02-26 2026-06-10 Completed 33.33% $23.98 $27.50 14.62% Stop
2026-02-26 2026-06-10 Completed 33.33% $23.98 $27.50 14.62% Stop
2026-02-03 2026-02-26 Interest (CASH) 33.33% $1.00 $1.00 0.23% Interest Income
2026-02-03 2026-02-26 Interest (CASH) 33.33% $1.00 $1.00 0.23% Interest Income
2025-04-30 2026-02-03 Completed 33.33% $19.62 $23.37 19.04% Stop
2025-04-30 2026-02-03 Completed 33.33% $19.62 $23.37 19.04% Stop
2025-04-09 2025-05-02 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2025-04-07 2025-04-30 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2025-04-07 2025-04-30 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2024-11-22 2025-04-09 Completed 33.33% $18.40 $18.64 1.27% Stop
2024-08-27 2025-04-07 Completed 33.33% $17.47 $19.16 9.63% Stop
2024-08-27 2025-04-07 Completed 33.33% $17.47 $19.16 9.63% Stop
2024-08-29 2024-11-22 Interest (CASH) 33.33% $1.00 $1.01 1.12% Interest Income
2024-04-08 2024-08-29 Completed 33.33% $17.83 $17.33 -2.88% Signal
2024-08-05 2024-08-27 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2024-08-05 2024-08-27 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2024-05-28 2024-08-05 Completed 33.33% $17.87 $16.61 -7.08% Stop
2024-05-20 2024-08-05 Completed 33.33% $17.71 $16.61 -6.26% Stop
2024-05-03 2024-05-28 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2024-01-29 2024-05-20 Interest (CASH) 33.33% $1.00 $1.02 1.66% Interest Income
2023-12-04 2024-05-03 Completed 33.33% $16.21 $17.17 5.86% Stop
2023-12-27 2024-04-08 Interest (CASH) 33.33% $1.00 $1.01 1.46% Interest Income
2023-12-04 2024-01-29 Completed 33.33% $16.21 $16.32 0.61% Signal
2023-07-27 2023-12-27 Completed 33.33% $16.61 $16.22 -2.42% Signal
2023-11-09 2023-12-04 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2023-11-09 2023-12-04 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2023-10-27 2023-11-09 Completed 33.33% $17.41 $16.21 -6.97% Stop
2023-10-27 2023-11-09 Completed 33.33% $17.41 $16.21 -6.97% Stop
2023-10-05 2023-10-27 Interest (CASH) 33.33% $1.00 $1.00 0.35% Interest Income
2023-10-05 2023-10-27 Interest (CASH) 33.33% $1.00 $1.00 0.35% Interest Income
2023-07-27 2023-10-05 Completed 33.33% $16.61 $15.97 -3.95% Stop
2023-07-24 2023-10-05 Completed 33.33% $16.47 $15.97 -3.12% Stop
2023-03-30 2023-07-27 Interest (CASH) 33.33% $1.00 $1.02 1.68% Interest Income
2022-12-14 2023-07-27 Interest (CASH) 33.33% $1.00 $1.03 3.02% Interest Income
2023-06-29 2023-07-24 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2023-05-26 2023-06-29 Completed 33.33% $15.04 $14.85 -1.34% Stop
2023-05-04 2023-05-26 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2023-04-06 2023-05-04 Completed 33.33% $15.47 $14.72 -4.90% Stop
2023-03-15 2023-04-06 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2022-12-21 2023-03-30 Completed 33.33% $15.66 $15.10 -3.58% Signal
2023-02-28 2023-03-15 Completed 33.33% $15.27 $14.66 -4.02% Stop
2023-02-03 2023-02-28 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2022-11-25 2023-02-03 Completed 33.33% $15.22 $15.48 1.63% Stop
2022-08-31 2022-12-21 Interest (CASH) 33.33% $1.00 $1.01 1.19% Interest Income
2022-11-25 2022-12-14 Completed 33.33% $15.22 $15.61 2.51% Signal
2022-11-02 2022-11-25 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2022-11-02 2022-11-25 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2022-09-27 2022-11-02 Completed 33.33% $14.46 $15.46 6.82% Stop
2022-09-27 2022-11-02 Completed 33.33% $14.46 $15.46 6.82% Stop
2022-09-02 2022-09-27 Interest (CASH) 33.33% $1.00 $1.00 0.20% Interest Income
2022-09-02 2022-09-27 Interest (CASH) 33.33% $1.00 $1.00 0.20% Interest Income
2022-07-14 2022-09-02 Completed 33.33% $14.10 $15.05 6.65% Stop
2022-07-14 2022-09-02 Completed 33.33% $14.10 $15.05 6.65% Stop
2022-07-19 2022-08-31 Completed 33.33% $14.62 $15.45 5.62% Signal
2022-06-24 2022-07-19 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2022-06-21 2022-07-14 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2022-06-21 2022-07-14 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2022-04-01 2022-06-24 Completed 33.33% $15.34 $15.49 0.95% Stop
2022-06-03 2022-06-21 Completed 33.33% $17.17 $16.54 -3.72% Stop
2022-06-03 2022-06-21 Completed 33.33% $17.17 $16.54 -3.72% Stop
2022-05-11 2022-06-03 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2022-05-11 2022-06-03 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2022-04-01 2022-05-11 Completed 33.33% $15.34 $17.00 10.79% Stop
2022-04-01 2022-05-11 Completed 33.33% $15.34 $17.00 10.79% Stop
2022-03-10 2022-04-01 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2022-03-10 2022-04-01 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2022-03-10 2022-04-01 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2021-12-21 2022-03-10 Completed 33.33% $11.58 $15.63 34.92% Stop
2021-12-21 2022-03-10 Completed 33.33% $11.58 $15.63 34.92% Stop
2020-07-09 2022-03-10 Completed 33.33% $7.22 $15.63 116.25% Stop
2021-11-29 2021-12-21 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-11-29 2021-12-21 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-09-15 2021-11-29 Completed 33.33% $11.07 $11.54 4.14% Stop
2021-09-15 2021-11-29 Completed 33.33% $11.07 $11.54 4.14% Stop
2021-08-23 2021-09-15 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-08-23 2021-09-15 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-07-13 2021-08-23 Completed 33.33% $11.11 $10.79 -2.90% Stop
2021-07-13 2021-08-23 Completed 33.33% $11.11 $10.79 -2.90% Stop
2021-06-18 2021-07-13 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-06-18 2021-07-13 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-04-20 2021-06-18 Completed 33.33% $10.38 $10.64 2.45% Stop
2020-07-09 2021-06-18 Completed 33.33% $7.22 $10.64 47.26% Stop
2021-03-26 2021-04-20 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2020-07-09 2021-03-26 Completed 33.33% $7.22 $9.77 35.12% Stop
2020-06-02 2020-07-09 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2020-06-02 2020-07-09 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2020-06-02 2020-07-09 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income