Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MullinTBG Synopsys Deferred Compensation Plan Tactical Asset Allocation Moderate | -3.08% | -6.93% | 3.13% | 8.63% | 6.20% | 7.46% | 9.31% | 9.83% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MullinTBG Synopsys Deferred Compensation Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.53 | -6.93 | 3.13 | 8.63 | 6.20 | 7.46 | 9.31 | 9.83 | -3.08 | 4.68 | 17.44 | -9.38 | 10.47 | 15.23 | 18.97 | -4.38 | 12.89 | 6.38 | 0.63 | 3.41 | 13.67 | 12.37 | 3.28 | 19.61 | 15.90 | 7.21 | 20.99 | 14.82 | 9.81 | 13.68 | 28.50 | 6.52 | 4.25 |
| Sharpe Ratio | NA | -0.49 | 0.22 | 0.56 | 0.52 | NA | NA | 0.91 | 0.03 | 0.10 | 1.70 | -0.87 | 1.10 | 0.83 | 2.85 | -0.60 | 2.15 | 0.73 | 0.07 | 0.48 | 1.93 | 1.74 | 0.21 | 1.62 | 1.41 | 1.04 | 1.46 | 1.35 | 1.24 | 1.60 | 5.59 | 1.38 | 0.37 |
| Standard Deviation(%) | NA | 12.44 | 11.12 | 10.82 | 10.58 | NA | NA | 9.53 | 13.50 | 10.83 | 8.12 | 12.42 | 9.46 | 18.13 | 6.15 | 9.59 | 5.69 | 8.44 | 8.97 | 7.12 | 7.06 | 7.06 | 15.14 | 12.06 | 11.21 | 5.98 | 12.18 | 8.46 | 6.09 | 7.94 | 4.97 | 3.90 | 4.96 |
| Draw Down(%) | NA | 18.77 | 18.77 | 18.77 | 19.26 | NA | NA | 19.26 | 13.58 | 10.30 | 5.46 | 15.51 | 4.47 | 19.26 | 3.79 | 12.76 | 2.59 | 6.01 | 9.69 | 6.10 | 6.87 | 4.83 | 12.12 | 7.66 | 6.42 | 3.14 | 10.12 | 10.43 | 4.64 | 11.78 | 1.90 | 2.10 | 3.44 |
| Yield(%) | NA | 4.90 | 3.92 | 3.92 | 4.64 | NA | NA | 0.00 | NA | 0.92 | 5.16 | 2.11 | 4.89 | 3.50 | 8.93 | 3.75 | 3.66 | 2.96 | 9.00 | 5.07 | 3.15 | 2.78 | 3.80 | 2.44 | 3.31 | 4.09 | 14.40 | 20.69 | 8.25 | 5.48 | 4.83 | 4.69 | 5.54 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MullinTBG Synopsys Deferred Compensation Plan Tactical Asset Allocation Moderate |
3.13%
Mar 2022 - Mar 2025 |
3.63%
Dec 2013 - Dec 2018 |
5.96%
Oct 2013 - Oct 2023 |
7.35%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MullinTBG Synopsys Deferred Compensation Plan Tactical Asset Allocation Moderate |
18.93%
Oct 2004 - Oct 2007 |
18.09%
Oct 2002 - Oct 2007 |
14.94%
Apr 2003 - Apr 2013 |
12.29%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart