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CTA
+0.25 · +0.90%
$27.91 · NYSE ARCA

Simplify Managed Futures Strategy ETF (CTA) ETF Analysis | Systematic Trend

Simplify Asset Management · USA
AUM:$1.3B
#– of – in Systematic Trend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

CTA returned +3.6% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.78% — above average for this category.

What is CTA?

Under normal market conditions, the fund invests in a portfolio of equity, U. Treasury, commodity, and foreign exchange futures contracts (collectively, "Futures Contracts").

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
CTA returned 3.6% over the past year.
Higher Cost Profile
Expense ratio of 0.78% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 9.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.3B
Expense Ratio0.78%
Dividend Yield3.47%
Holdings1
Inception DateMar 2022
Domicile–
Distribution–
Index–
ProviderSimplify Asset Management
Beta-0.55
CategorySystematic Trend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-8.5%
1Y
+2.1%
3Y
+27.3%
5Y
+37.3%
OpenBook InsightIf you had invested £10,000 in CTA 5 years ago, it would have grown to £13,730 — a gain of £3,730.

Annual Returns

Calendar year performance

CTA delivered positive returns in 4 of the last 5 calendar years.
YearCTA
2026 YTD+2.7%
2025+0.6%
2024+22.5%
2023-2.9%
2022+9.6%
CAGR 4yr+7.0%
4/5 positive yearsAvg return: +6.5%Worst year: -2.9% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
32.7%
High
Momentum
+0.6%
30-day change
Support Level
25.45
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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