All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

CTA: Total Return Chart (with Dividends Reinvested)

CTA total return snapshot: CTA returned +0.25% over the past year and −3.19% YTD, with dividends reinvested. Since Mar. 8, 2022, CTA is up +29.86% in nominal total return, or +6.10%/yr, and is currently −20.57% below its total-return high on May 4, 2026.

Data ending Wed Aug. 5, 2026

Growth of $10,000

Tue 2022-03-08💬 to Wed 2026-08-05 Overall
Return
Exponential
Trendline
CTA
×
+29.86%
+6.10%/yr
+8.59%/yr
R2=0.791
Simplify Managed Futures Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-03-08💬 to Wed 2026-08-05 Start
Value
End
Value
CTA
×
$10,000.00
2022-03-08
$12,986.42
2026-08-05

This Year’s Performance

through 2026-08-05

  YTD YoY
CTA
×
−3.19% +0.25%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CTA
×
−20.57%
on 2026-08-05
from 2026-05-04 peak
−20.79%
on 2026-08-04
from 2026-05-04 peak

Rolling Returns

Period ending Wed 2026-08-05 1 yr 2 yr 3 yr 5 yr 10 yr
CTA
×
+0.25% +8.78%
+4.30%/yr
+19.82%
+6.21%/yr

Annual Returns

Year CTA
2026 (YTD) −3.19%
2025 +0.88%
2024 +24.15%
2023 −2.23%
2022 +9.55%