Break Even Inflation rates vs. Realized CPI-U for the remaining Terms

Here is the calculation of the BEI (using FRED published calculation T5YIE)

Any date the realized CPI is less than the BEI, then Nominals won over the next 5 years.

Source: https://docs.google.com/spreadsheets/d/1fEai9bvDmV6SdLrDwk_3ktLClTifhg-Gme3xRCD0v5I/edit?gid=1036876000#gid=1036876000

Prospectus Text for Expenses

BEI as of 5/8/26

 

NY State After Tax yield for Vanguard MM funds at the highest tax rates

 

4Q25 CRSP Growth/Value Split Summary

 Here the 4Q2025 CRSP Value/Growth Splits. The tracking of the daily snapshot with the reported values continue to be very very close.

VUSXX vs, 4 and 13 week T-bills (After-tax

 

VUSXX USGO History