Retiring When's Musings

Sunday, May 17, 2026

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

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Tuesday, May 12, 2026

Prospectus Text for Expenses


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Sunday, May 10, 2026

BEI as of 5/8/26

 

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