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Performance Comparison Between FKINX and A 30% SPY Plus 70% Cash Rebalanced Portfolio (Rebalancing Threshold: 5%)

FKINX and a 30% SPY plus 70% cash rebalanced portfolio, which is better? The rebalancing strategy is rebalancing with a threshold of 5%.


Performance Comparison

Tax Rate on Dividends: %
Start Date:
End Date:
Investment Duration When Randomly Select Dates: days.
  • FKINX return is 23.042%.
  • Portfolio return is 24.996%.
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FKINX PortfolioPerformance Comparison Between FKINX and Portfolio

Run 100 Times

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

Return Standard Deviation

Periodically Withdrawing

Withdraw Frequency:
Fund Starting Value:
Withdrawal Rate: %
Tax Rate on Dividends: %
Start Date:
You woubd withdraw $6000.00 every 252 days.
20002005201020152020020k40k60k80k100k
FKINX PortfolioPerformance Comparison Between FKINX and Portfolio

Run 100 Times

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