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 +1.48% over the past year and +2.46% YTD, with dividends reinvested. Since Mar. 8, 2022, CTA is up +37.45% in nominal total return, or +7.38%/yr, and is currently −15.93% below its total-return high on May 4, 2026.

Data ending Tue Aug. 25, 2026

Growth of $10,000

Tue 2022-03-08💬 to Tue 2026-08-25 Overall
Return
Exponential
Trendline
CTA
×
+37.45%
+7.38%/yr
+8.51%/yr
R2=0.792
Simplify Managed Futures Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-03-08💬 to Tue 2026-08-25 Start
Value
End
Value
CTA
×
$10,000.00
2022-03-08
$13,744.64
2026-08-25

This Year’s Performance

through 2026-08-25

  YTD YoY
CTA
×
+2.46% +1.48%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CTA
×
−15.93%
on 2026-08-25
from 2026-05-04 peak
−20.79%
on 2026-08-04
from 2026-05-04 peak

Rolling Returns

Period ending Tue 2026-08-25 1 yr 2 yr 3 yr 5 yr 10 yr
CTA
×
+1.48% +13.99%
+6.77%/yr
+26.23%
+8.07%/yr

Annual Returns

Year CTA
2026 (YTD) +2.46%
2025 +0.88%
2024 +24.15%
2023 −2.23%
2022 +9.55%