All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

CTA,BCX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2022-03-08? to Wed 2026-03-18 YTD
Return
TRR
Price
CTA
×
+12.97%
2026-03-18
1.331 TRR
2026-03-18
Simplify Managed Futures Strategy ETF Exchange-Traded Fund
BCX
×
+10.09%
2026-03-18
1.317 TRR
2026-03-18
BlackRock Resources & Commodities Strategy Trust NYSE Mutual Fund

Returns

Tue 2022-03-08? to Wed 2026-03-18 Overall
Return
Exponential
Trendline
CTA
×
+33.12%
+7.36%/yr
+5.25%/yr
(R2=0.568)
Simplify Managed Futures Strategy ETF Exchange-Traded Fund
BCX
×
+29.94%
+6.72%/yr
+5.87%/yr
(R2=0.326)
BlackRock Resources & Commodities Strategy Trust NYSE Mutual Fund

Growth of $10,000

Tue 2022-03-08? to Wed 2026-03-18 Start
Value
End
Value
CTA
×
$10,000.00
2022-03-08
$13,311.74
2026-03-18
Simplify Managed Futures Strategy ETF Exchange-Traded Fund
BCX
×
$10,000.00
2022-03-08
$12,994.04
2026-03-18
BlackRock Resources & Commodities Strategy Trust NYSE Mutual Fund

Annual Returns

Year CTA BCX
2026 (YTD) +12.97% +10.09%
2025 −1.76% +36.75%
2024 +20.68% +0.31%
2023 −5.38% −7.85%
2022 +5.05% +5.97%
2021 +24.17%
2020 −1.28%
2019 +21.11%
2018 −23.96%
2017 +24.21%
2016 +23.34%
2015 −20.12%
2014 −9.72%
2013 −2.29%
2012 +4.25%
2011 −29.71%

Drawdowns

Tue 2022-03-08? to Wed 2026-03-18 Current
Drawdown
Worst
Drawdown
CTA
×
0.00% −19.33%
2023-04-03
Simplify Managed Futures Strategy ETF Exchange-Traded Fund
BCX
×
−11.63% −31.10%
2022-07-06
BlackRock Resources & Commodities Strategy Trust NYSE Mutual Fund