All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

CEPI: Total Return Chart (with Dividends Reinvested)

CEPI total return snapshot: CEPI returned +19.23% over the past year and +26.90% YTD, with dividends reinvested. Since Dec. 4, 2024, CEPI is up +27.86% in nominal total return, or +14.66%/yr, and is currently at its total-return high.

Data ending Mon Sep. 21, 2026

Growth of $10,000

Wed 2024-12-04💬 to Mon 2026-09-21 Overall
Return
Exponential
Trendline
CEPI
×
+27.86%
+14.66%/yr
+19.55%/yr
R2=0.596
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Growth of $10,000 Summary

Wed 2024-12-04💬 to Mon 2026-09-21 Start
Value
End
Value
CEPI
×
$10,000.00
2024-12-04
$12,785.87
2026-09-21

This Year’s Performance

through 2026-09-21

  YTD YoY
CEPI
×
+26.90% +19.23%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CEPI
×

on 2026-09-21
−29.48%
on 2025-04-08
from 2025-01-24 peak

Rolling Returns

Period ending Mon 2026-09-21 1 yr 2 yr 3 yr 5 yr 10 yr
CEPI
×
+19.23%

Annual Returns

Year CEPI
2026 (YTD) +26.90%
2025 +10.75%
2024 −9.02%