CTA vs BAR
Comparison between SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF) and GraniteShares Gold Shares (BAR, ETF).
CTA vs BAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CTA
$1.50B
Winner
BAR
$1.60B
Expense Ratio
CTA
0.75%
Winner
BAR
0.17%
Max Drawdown
CTA
22.46%
Winner
BAR
21.53%
Sharpe Ratio
CTA
0.70
Winner
BAR
1.25
5Y Beta
Winner
CTA
-0.07
BAR
0.18
CTA vs BAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CTA
+5.94%
BAR
-0.21%
3M
Winner
CTA
+8.77%
BAR
-7.05%
6M
CTA
+16.71%
Winner
BAR
+17.87%
1Y
CTA
+16.89%
Winner
BAR
+42.71%
5Y(CAGR)
CTA
+10.91%
Winner
BAR
+20.62%
10Y(CAGR)
CTA
N/A
BAR
+15.62%
Max(CAGR)
CTA
+10.91%
Winner
BAR
+15.62%
CTA vs BAR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | CTA | BAR |
|---|---|---|
| 2026 | +15.22% | +9.00% |
| 2025 | +0.56% | +61.93% |
| 2024 | +22.54% | +27.29% |
| 2023 | -2.92% | +12.03% |
| 2022 | +9.54% | +0.89% |
| 2021 | N/A | -6.10% |
| 2020 | N/A | +24.03% |
| 2019 | N/A | +18.10% |
| 2018 | N/A | -2.73% |
| 2017 | N/A | -1.15% |
CTA vs BAR Drawdown Comparison
The maximum drawdown for CTA was -18.09%, occurring on Apr 3, 2023. Recovery took 372 trading sessions.
The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.
The current CTA drawdown is -5.80%. The current BAR drawdown is -12.51%.
| Rank | CTA | BAR |
|---|---|---|
| #1 | -18.09% Oct 14, 2022 - Apr 10, 2024 | -21.53% Aug 6, 2020 - Dec 27, 2023 |
| #2 | -11.23% Feb 19, 2025 - Feb 18, 2026 | -19.19% Jan 29, 2026 - Mar 26, 2026 |
| #3 | -8.34% May 20, 2024 - Nov 21, 2024 | -13.46% Jan 24, 2018 - Jun 20, 2019 |
| #4 | -8.33% Apr 6, 2026 - Apr 28, 2026 | -12.45% Mar 9, 2020 - Apr 9, 2020 |
| #5 | -6.39% Mar 18, 2026 - Apr 2, 2026 | -10.05% Oct 20, 2025 - Dec 22, 2025 |
| #6 | -5.80% May 4, 2026 - May 8, 2026 | -8.37% Sep 8, 2017 - Jan 24, 2018 |
| #7 | -5.28% Mar 8, 2022 - Apr 18, 2022 | -8.03% Oct 30, 2024 - Jan 30, 2025 |
| #8 | -4.17% May 12, 2022 - Jun 30, 2022 | -7.10% Apr 21, 2025 - Jun 13, 2025 |
| #9 | -4.00% Sep 26, 2022 - Oct 14, 2022 | -6.52% Sep 4, 2019 - Jan 6, 2020 |
| #10 | -3.69% Jul 25, 2022 - Aug 31, 2022 | -5.71% May 20, 2024 - Jul 16, 2024 |
| #11 | -3.03% Nov 22, 2024 - Dec 13, 2024 | -4.86% Mar 31, 2025 - Apr 10, 2025 |
| #12 | -2.97% Sep 1, 2022 - Sep 14, 2022 | -4.86% Dec 26, 2025 - Jan 12, 2026 |
| #13 | -2.63% Dec 18, 2024 - Jan 10, 2025 | -4.84% Jun 13, 2025 - Aug 29, 2025 |
| #14 | -2.42% Jul 6, 2022 - Jul 14, 2022 | -4.78% Feb 24, 2020 - Mar 5, 2020 |
| #15 | -2.35% Apr 26, 2024 - May 13, 2024 | -4.35% Jul 16, 2024 - Aug 12, 2024 |
Correlation
Correlation between CTA and BAR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
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