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 +17.63% over the past year and +16.53% YTD, with dividends reinvested. Since Dec. 4, 2024, CEPI is up +17.41% in nominal total return, or +10.00%/yr, and is currently −6.48% below its total-return high on Jun. 22, 2026.

Data ending Tue Aug. 11, 2026

Growth of $10,000

Wed 2024-12-04💬 to Tue 2026-08-11 Overall
Return
Exponential
Trendline
CEPI
×
+17.41%
+10.00%/yr
+18.76%/yr
R2=0.533
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Growth of $10,000 Summary

Wed 2024-12-04💬 to Tue 2026-08-11 Start
Value
End
Value
CEPI
×
$10,000.00
2024-12-04
$11,741.06
2026-08-11

This Year’s Performance

through 2026-08-11

  YTD YoY
CEPI
×
+16.53% +17.63%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CEPI
×
−6.48%
on 2026-08-11
from 2026-06-22 peak
−29.48%
on 2025-04-08
from 2025-01-24 peak

Rolling Returns

Period ending Tue 2026-08-11 1 yr 2 yr 3 yr 5 yr 10 yr
CEPI
×
+17.63%

Annual Returns

Year CEPI
2026 (YTD) +16.53%
2025 +10.75%
2024 −9.02%