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

Total Real Returns

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

PAPI real return snapshot: after CPI-U inflation, PAPI returned +10.11% over the past year and +3.29% YTD, with dividends reinvested. Since Oct. 19, 2023, PAPI is up +19.67% in real purchasing-power return, or +7.18%/yr, and is currently −6.47% below its real total-return high on Mar. 2, 2026.

Thu 2023-10-19? to Fri 2026-05-22 YTD
Return
1 Year
Return
PAPI
×
+3.29%
2026-05-22
+10.11%
2026-05-22
Parametric Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2023-10-19? to Fri 2026-05-22 Overall
Return
Exponential
Trendline
PAPI
×
+19.67%
+7.18%/yr
+5.93%/yr
(R2=0.656)
Parametric Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-19? to Fri 2026-05-22 Start
Value
End
Value
PAPI
×
$10,000.00
2023-10-19
$11,966.53
2026-05-22
Parametric Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year PAPI
2026 (YTD) +3.29%
2025 +3.56%
2024 +5.85%
2023 +5.69%

Drawdowns

Thu 2023-10-19? to Fri 2026-05-22 Current
Drawdown
Worst
Drawdown
PAPI
×
−6.47%
from 2026-03-02 peak
−15.49%
2025-04-08
from 2024-11-25 peak
Parametric Equity Premium Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year
2
Years
3
Years
5
Years
10
Years
PAPI
×
+10.11% +9.00%
+4.41%/yr
Parametric Equity Premium Income ETF Exchange-Traded Fund