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Performance Comparison Between LQD and Franklin Income Fund (FKINX)

Franklin Income Fund is good as a  retirement fund in a way that it has gone through many market crashes, and maintain decent performance throghout the years. LQD did pretty good as well. I want to find out which is better as a retirement asset.

Performance Comparison

Tax Rate on Dividends: %
Start Date:
End Date:
Investment Duration When Randomly Select Dates: days.

Run 100 Times

No. FKINX Wins LQD(%) FKINX(%) Diff.(%)
Average 0 0 0 0

Return Standard Deviation

Periodically Withdrawing

Withdraw Frequency:
Fund Starting Value:
Withdrawal Rate: %
Tax Rate on Dividends: %
Start Date:

Run 100 Times

Extreme Case Analysis

Investing at the S&P 500 Top before 2008 Financial Crisis on Oct 9, 2007

LQD has a smoother upward curve and was doing better than FKINX. But we can still see LQD  has worse performance than FKINX during the Covid-19 crisis.

Conclusion

FKINX beats LQD about 50% of the times. LQD has a average annuallized return of 6.088% while FKINX's is 6.853. FKINX is better than LQD in mean returns. THe standatd deviaion for annualized return for LQD is 0.12% while FKINX's is 0.28%. FKINX has more than twice of LQD's standard deviaion. In general FKINX is a good fund comparing with LQD.
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