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 +8.94% over the past year and +23.99% YTD, with dividends reinvested. Since Dec. 4, 2024, CEPI is up +24.93% in nominal total return, or +12.82%/yr, and is currently −2.63% below its total-return high on Sep. 22, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Wed 2024-12-04💬 to Fri 2026-10-09 Overall
Return
Exponential
Trendline
CEPI
×
+24.93%
+12.82%/yr
+20.11%/yr
R2=0.627
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Growth of $10,000 Summary

Wed 2024-12-04💬 to Fri 2026-10-09 Start
Value
End
Value
CEPI
×
$10,000.00
2024-12-04
$12,492.59
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
CEPI
×
+23.99% +8.94%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CEPI
×
−2.63%
on 2026-10-09
from 2026-09-22 peak
−29.48%
on 2025-04-08
from 2025-01-24 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
CEPI
×
+8.94% — — — —

Annual Returns

Year CEPI
2026 (YTD) +23.99%
2025 +10.75%
2024 −9.02%