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

FKINX and a 70% SPY plus 30% 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.

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No. AGG(%) BND(%) 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

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