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 +16.44% over the past year and +15.46% YTD, with dividends reinvested. Since Mar. 8, 2022, CTA is up +54.88% in nominal total return, or +10.16%/yr, and is currently −5.27% below its total-return high on May 4, 2026.

Data ending Mon Sep. 14, 2026

Growth of $10,000

Tue 2022-03-08💬 to Mon 2026-09-14 Overall
Return
Exponential
Trendline
CTA
×
+54.88%
+10.16%/yr
+8.52%/yr
R2=0.797
Simplify Managed Futures Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-03-08💬 to Mon 2026-09-14 Start
Value
End
Value
CTA
×
$10,000.00
2022-03-08
$15,488.22
2026-09-14

This Year’s Performance

through 2026-09-14

  YTD YoY
CTA
×
+15.46% +16.44%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CTA
×
−5.27%
on 2026-09-14
from 2026-05-04 peak
−20.79%
on 2026-08-04
from 2026-05-04 peak

Rolling Returns

Period ending Mon 2026-09-14 1 yr 2 yr 3 yr 5 yr 10 yr
CTA
×
+16.44% +28.31%
+13.27%/yr
+37.54%
+11.21%/yr

Annual Returns

Year CTA
2026 (YTD) +15.46%
2025 +0.88%
2024 +24.15%
2023 −2.23%
2022 +9.55%