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 +14.69% over the past year and +13.49% YTD, with dividends reinvested. Since Dec. 4, 2024, CEPI is up +11.33% in real purchasing-power return, or +6.63%/yr, and is currently −6.04% below its real total-return high on Jun. 22, 2026.

Data ending Fri Aug. 7, 2026

Growth of $10,000

Wed 2024-12-04💬 to Fri 2026-08-07 Overall
Return
Exponential
Trendline
CEPI
×
+11.33%
+6.63%/yr
+14.77%/yr
R2=0.423
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Growth of $10,000 Summary

Wed 2024-12-04💬 to Fri 2026-08-07 Start
Value
End
Value
CEPI
×
$10,000.00
2024-12-04
$11,133.46
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
CEPI
×
+13.49% +14.69%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CEPI
×
−6.04%
on 2026-08-07
from 2026-06-22 peak
−30.20%
on 2025-04-08
from 2024-12-06 peak

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
CEPI
×
+14.69%

Annual Returns

Year CEPI
2026 (YTD) +13.49%
2025 +7.86%
2024 −9.05%