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CTA vs PJAN

Comparison between SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF) and Innovator U.S. Equity Power Buffer ETF - January (PJAN, ETF).

CTA vs PJAN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CTA
$1.50B
PJAN
$1.50B
Expense Ratio
Winner
CTA
0.75%
PJAN
0.79%
Max Drawdown
CTA
22.46%
Winner
PJAN
21.25%
Sharpe Ratio
CTA
-0.02
Winner
PJAN
1.35
5Y Beta
Winner
CTA
-0.07
PJAN
0.46

CTA vs PJAN - Historical Returns

Returns include dividend reinvestment.

1M
CTA
-5.45%
Winner
PJAN
+0.73%
3M
CTA
-9.38%
Winner
PJAN
+4.39%
6M
CTA
-2.23%
Winner
PJAN
+4.72%
1Y
CTA
+1.16%
Winner
PJAN
+12.29%
5Y(CAGR)
CTA
+7.06%
Winner
PJAN
+8.82%
Max(CAGR)
CTA
+7.06%
Winner
PJAN
+9.38%

CTA vs PJAN - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearCTAPJAN
2026+0.69%+5.66%
2025+0.56%+11.40%
2024+22.54%+13.70%
2023-2.92%+18.18%
2022+9.54%-5.52%
2021N/A+9.55%
2020N/A+7.34%
2019N/A+12.34%

CTA vs PJAN Drawdown Comparison

The maximum drawdown for CTA was -20.43%, occurring on Jul 2, 2026. This drawdown has not yet recovered.

The maximum drawdown for PJAN was -21.25%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

The current CTA drawdown is -17.68%. The current PJAN drawdown is -0.36%.

RankCTAPJAN
#1-20.43%
May 4, 2026 - Jul 2, 2026
-21.25%
Feb 19, 2020 - Aug 5, 2020
#2-18.09%
Oct 14, 2022 - Apr 10, 2024
-11.93%
Jan 3, 2022 - Apr 13, 2023
#3-11.23%
Feb 19, 2025 - Feb 18, 2026
-10.49%
Feb 19, 2025 - Jun 10, 2025
#4-8.34%
May 20, 2024 - Nov 21, 2024
-5.51%
Sep 14, 2023 - Nov 13, 2023
#5-8.33%
Apr 6, 2026 - Apr 28, 2026
-4.63%
Jan 28, 2026 - Apr 13, 2026
#6-6.39%
Mar 18, 2026 - Apr 2, 2026
-3.34%
Jul 16, 2024 - Aug 16, 2024
#7-5.28%
Mar 8, 2022 - Apr 18, 2022
-3.25%
Oct 12, 2020 - Nov 6, 2020
#8-4.17%
May 12, 2022 - Jun 30, 2022
-2.37%
Aug 26, 2020 - Oct 8, 2020
#9-4.00%
Sep 26, 2022 - Oct 14, 2022
-2.33%
Mar 28, 2024 - May 7, 2024
#10-3.69%
Jul 25, 2022 - Aug 31, 2022
-2.28%
Apr 30, 2019 - Jun 18, 2019
#11-3.03%
Nov 22, 2024 - Dec 13, 2024
-2.13%
Jan 20, 2021 - Feb 4, 2021
#12-2.97%
Sep 1, 2022 - Sep 14, 2022
-2.05%
Jul 26, 2019 - Sep 11, 2019
#13-2.63%
Dec 18, 2024 - Jan 10, 2025
-1.69%
Jul 31, 2023 - Aug 30, 2023
#14-2.42%
Jul 6, 2022 - Jul 14, 2022
-1.59%
Jun 2, 2026 - Jun 15, 2026
#15-2.35%
Apr 26, 2024 - May 13, 2024
-1.58%
May 7, 2021 - May 26, 2021

Correlation

Correlation between CTA and PJAN is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

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