YEAR vs CTA
Comparison between AB ULTRA SHORT INCOME ETF (YEAR, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
YEAR vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YEAR
$1.50B
CTA
$1.50B
Expense Ratio
Winner
YEAR
0.25%
CTA
0.75%
Max Drawdown
Winner
YEAR
1.40%
CTA
22.46%
Sharpe Ratio
YEAR
-0.70
Winner
CTA
0.14
5Y Beta
YEAR
0.00
Winner
CTA
-0.11
YEAR vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
YEAR
+0.32%
Winner
CTA
+5.07%
3M
Winner
YEAR
+0.75%
CTA
-4.12%
6M
Winner
YEAR
+1.23%
CTA
-6.25%
1Y
YEAR
+3.29%
Winner
CTA
+4.63%
5Y(CAGR)
YEAR
N/A
CTA
+7.93%
Max(CAGR)
YEAR
+4.79%
Winner
CTA
+7.93%
YEAR vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | YEAR | CTA |
|---|---|---|
| 2026 | +1.87% | +5.28% |
| 2025 | +4.65% | +0.56% |
| 2024 | +5.45% | +22.54% |
| 2023 | +5.87% | -2.92% |
| 2022 | +1.10% | +9.54% |
YEAR vs CTA Drawdown Comparison
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current YEAR drawdown is -0.10%. The current CTA drawdown is -13.92%.
| Rank | YEAR | CTA |
|---|---|---|
| #1 | -0.61% Sep 14, 2022 - Nov 10, 2022 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -0.55% Mar 13, 2023 - Apr 5, 2023 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -0.43% Jan 31, 2024 - Mar 7, 2024 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -0.42% May 6, 2024 - Jun 3, 2024 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -0.30% Apr 3, 2025 - Apr 22, 2025 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -0.28% May 4, 2023 - May 16, 2023 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -0.26% Sep 19, 2024 - Nov 4, 2024 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -0.24% Apr 4, 2024 - Apr 29, 2024 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -0.23% Feb 27, 2026 - Apr 2, 2026 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -0.22% Dec 6, 2023 - Dec 14, 2023 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.18% Aug 10, 2023 - Aug 29, 2023 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.18% Jun 18, 2024 - Jun 21, 2024 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.18% Apr 30, 2025 - May 23, 2025 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.17% Mar 3, 2023 - Mar 10, 2023 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.16% Sep 28, 2023 - Oct 6, 2023 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between YEAR and CTA is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2022 - 2026)
YEAR vs CTA dividend yield comparison.
| Year | YEAR | CTA |
|---|---|---|
| 2026 | 2.27% | 3.96% |
| 2025 | 4.33% | 3.19% |
| 2024 | 5.16% | 4.80% |
| 2023 | 5.00% | 7.78% |
| 2022 | 1.19% | 6.58% |
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