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Performance Comparison Between FKINX and A 70% SPY Plus 30% Cash Rebalanced Portfolio (Rebalanced Every 28 Days)

FKINX and a 70% SPY plus 30% cash rebalanced portfolio, which is better? The rebalancing strategy is rebalancing every 28 days.


Performance Comparison

Tax Rate on Dividends: %
Start Date:
End Date:
Investment Duration When Randomly Select Dates: days.
  • FKINX return is 17.140%.
  • Portfolio return is -14.348%.
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FKINX PortfolioPerformance Comparison Between FKINX and Portfolio

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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.
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FKINX PortfolioPerformance Comparison Between FKINX and Portfolio

Run 100 Times

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