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 +4.31% over the past year and +4.15% YTD, with dividends reinvested. Since Mar. 8, 2022, CTA is up +39.71% in nominal total return, or +7.40%/yr, and is currently −14.55% below its total-return high on May 4, 2026.

Data ending Fri Nov. 13, 2026

Growth of $10,000

Tue 2022-03-08💬 to Fri 2026-11-13 Overall
Return
Exponential
Trendline
CTA
×
+39.71%
+7.40%/yr
+8.57%/yr
R2=0.812
Simplify Managed Futures Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-03-08💬 to Fri 2026-11-13 Start
Value
End
Value
CTA
×
$10,000.00
2022-03-08
$13,970.90
2026-11-13

This Year’s Performance

through 2026-11-13

  YTD YoY
CTA
×
+4.15% +4.31%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CTA
×
−14.55%
on 2026-11-13
from 2026-05-04 peak
−20.80%
on 2026-08-04
from 2026-05-04 peak

Rolling Returns

Period ending Fri 2026-11-13 1 yr 2 yr 3 yr 5 yr 10 yr
CTA
×
+4.31% +12.57%
+6.10%/yr
+22.35%
+6.96%/yr
— —

Annual Returns

Year CTA
2026 (YTD) +4.15%
2025 +0.88%
2024 +24.15%
2023 −2.23%
2022 +9.55%