Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP)

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The chart shows the growth of an initial investment of $10,000 in Simplify US Equity PLUS Managed Futures Strategy ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Dec 9, 2025, CTAP's average daily return is +0.11%, while the average monthly return is +2.03%. At this rate, your investment would double in approximately 2.9 years.

Historically, 75% of months were positive and 25% were negative. The best month was Feb 2026 with a return of +7.3%, while the worst month was Mar 2026 at -5.4%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 1 months.

On a daily basis, CTAP closed higher 58% of trading days. The best single day was Mar 17, 2026 with a return of +3.1%, while the worst single day was Jan 30, 2026 at -4.2%.

Simplify US Equity PLUS Managed Futures Strategy ETF has an annualized alpha of 47.80%, beta of 0.78, and R² of 0.23 versus S&P 500 Index. Calculated based on daily prices since December 10, 2025.

• This ETF captured 494.13% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -31.25%) — a profile typical of hedging or uncorrelated assets.
• R² of 0.23 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CTAP has an expense ratio of 0.10%, which is considered low.

The table below present risk-adjusted performance metrics for Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) and compare them to a chosen benchmark (S&P 500 Index).

Simplify US Equity PLUS Managed Futures Strategy ETF provided a 0.75% dividend yield over the last twelve months, with an annual payout of $0.20 per share.

The table displays the monthly dividend distributions for Simplify US Equity PLUS Managed Futures Strategy ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Simplify US Equity PLUS Managed Futures Strategy ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Simplify US Equity PLUS Managed Futures Strategy ETF was 9.02%, occurring on Mar 23, 2026. The portfolio has not yet recovered.

The current Simplify US Equity PLUS Managed Futures Strategy ETF drawdown is 5.64%.

The chart below shows the rolling one-month volatility.