Four Years In: What CTA Has Historically Delivered For Investor Portfolios

Simplify Asset Management770 FollowersFollow5ShareSavePlay(13min)CommentsSummaryCTA has delivered strong absolute returns. From inception through 02/28/26, CTA's NAV total cumulative return was 51.52%, translating to an annualized return of 11.01%.For context, the SG CTA Index, the benchmark for the managed futures category, returned just 3.16% annualized over the same period.For advisors building portfolios designed to hold up across regimes—not just in bull markets—the four-year track record of CTA makes a strong case for a dedicated managed futures allocation. Thawatchai Chawong/iStock via Getty Images March 2026 marks a milestone worth noting: the Simplify Managed Futures Strategy ETF (CTA) hits its four-year track record. In a market environment that has tested nearly every assumption in traditional portfolio construction, that'sThis article was written bySimplify Asset Management770 FollowersFollowSimplify was founded in 2020 to make institutional-grade alternative strategies available to all investors through the low-cost and transparent ETF vehicle. Content posted on this account is originally hosted on simplify.us and features work from Simplify employees, advisors, and subadvisors/research partners. For more information, please visit simplify.us or email info@simplify.us.