CAPE-based withdrawal rates

Set year-one spending from today’s Shiller CAPE earnings yield, then inflate that dollar amount. Why valuations change the starting rate, and what the formula is not.

The teaching formula

A common CAPE heuristic for a first-year withdrawal is 1.5% plus half the earnings yield, and the earnings yield is 1 / CAPE. At a CAPE of 20 that is 1.5% + 2.5% = 4%. Later years inflate that first-year dollar amount, so after year one it behaves like a fixed-real rule with a valuation-aware start.

Early Retirement Now’s papers use related but more elaborate mappings. This site’s calculator is the transparent one-line version so you can see the knob move. It is not a forecast of the next decade’s return.

Run it

The CAPE-based withdrawal calculator is the identity. Pair it with the safe withdrawal rate calculator at a fixed 4% to see what the CAPE start changed in year one. Both are on the nine-rule hub.

What it is not

It does not say stocks are cheap or expensive as advice. It does not time the market. It sets a starting cheque from a public valuation measure, then inflates that cheque. If you want spending to react later, use rails or Vanguard’s clamp, not a one-time CAPE look.

Frequently asked questions

How does a CAPE-based withdrawal rate work?
A common teaching rule is 1.5% plus half the CAPE earnings yield (1 / CAPE). At a CAPE of 20 that is exactly 4%. Later years inflate that first-year dollar amount like a fixed-real rule.
Is this a forecast of returns?
No. It is a starting-rate heuristic. Richer valuations historically coincided with lower subsequent returns; the formula bakes that in as a smaller first cheque, not as a predicted path.