All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

CEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

CEPI real return snapshot: after CPI-U inflation, CEPI returned +13.51% over the past year and +18.89% YTD, with dividends reinvested. Since Dec. 4, 2024, CEPI is up +16.63% in real purchasing-power return, or +9.00%/yr, and is currently −1.58% below its real total-return high on Jun. 22, 2026.

Data ending Thu Sep. 17, 2026

Growth of $10,000

Wed 2024-12-04💬 to Thu 2026-09-17 Overall
Return
Exponential
Trendline
CEPI
×
+16.63%
+9.00%/yr
+15.48%/yr
R2=0.490
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Growth of $10,000 Summary

Wed 2024-12-04💬 to Thu 2026-09-17 Start
Value
End
Value
CEPI
×
$10,000.00
2024-12-04
$11,662.99
2026-09-17

This Year’s Performance

through 2026-09-17

  YTD YoY
CEPI
×
+18.89% +13.51%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CEPI
×
−1.58%
on 2026-09-17
from 2026-06-22 peak
−30.20%
on 2025-04-08
from 2024-12-06 peak

Rolling Returns

Period ending Thu 2026-09-17 1 yr 2 yr 3 yr 5 yr 10 yr
CEPI
×
+13.51%

Annual Returns

Year CEPI
2026 (YTD) +18.89%
2025 +7.86%
2024 −9.05%