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 Strategic Asset Allocation - Equal Weight Moderate | 0.28% | 2.22% | 3.95% | 8.70% | 5.78% | 6.42% | 6.63% | 7.23% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.88 | 2.22 | 3.95 | 8.70 | 5.78 | 6.42 | 6.63 | 7.23 | 0.28 | 7.73 | 12.22 | -10.93 | 5.26 | 17.39 | 17.57 | -6.64 | 12.95 | 6.35 | 1.70 | 5.09 | 10.16 | 11.23 | 0.51 | 14.09 | 23.33 | -20.86 | 10.98 | 14.66 | 9.07 | 14.92 | 22.64 | 0.44 | 5.42 |
| Sharpe Ratio | NA | 0.38 | 0.44 | 0.57 | 0.52 | NA | NA | 0.65 | 0.37 | 0.54 | 1.24 | -1.07 | 0.59 | 1.06 | 2.30 | -0.90 | 2.77 | 0.75 | 0.20 | 0.83 | 1.61 | 2.02 | 0.04 | 1.66 | 1.61 | -1.09 | 0.84 | 1.68 | 1.21 | 2.28 | 3.85 | -0.10 | 0.45 |
| Standard Deviation(%) | NA | 10.15 | 9.13 | 9.41 | 9.54 | NA | NA | 9.43 | 12.59 | 7.60 | 6.88 | 11.57 | 8.82 | 16.20 | 7.00 | 8.90 | 4.43 | 8.19 | 8.38 | 6.13 | 6.30 | 5.54 | 10.90 | 8.44 | 14.44 | 20.08 | 9.31 | 6.70 | 5.65 | 6.11 | 5.70 | 6.90 | 6.66 |
| Draw Down(%) | NA | 10.02 | 10.02 | 16.63 | 20.81 | NA | NA | 33.38 | 9.56 | 5.06 | 5.74 | 16.55 | 5.27 | 20.81 | 3.08 | 12.21 | 1.92 | 6.93 | 8.70 | 4.91 | 6.56 | 4.64 | 10.58 | 5.82 | 14.37 | 32.95 | 6.43 | 7.29 | 3.77 | 7.47 | 4.73 | 11.09 | 8.07 |
| Yield(%) | NA | 4.94 | 3.84 | 4.09 | 4.59 | NA | NA | 4.98 | NA | 0.82 | 5.10 | 2.90 | 2.90 | 4.98 | 3.97 | 3.18 | 3.83 | 6.51 | 7.26 | 4.92 | 3.20 | 3.90 | 3.54 | 3.01 | 3.68 | 3.66 | 11.63 | 11.40 | 6.71 | 5.74 | 3.74 | 3.19 | 4.77 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.48%
Feb 2006 - Feb 2009 |
1.66%
Feb 2004 - Feb 2009 |
4.89%
Oct 2013 - Oct 2023 |
4.77%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MullinTBG Synopsys Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate |
18.42%
Feb 2009 - Feb 2012 |
15.59%
Oct 2002 - Oct 2007 |
9.93%
Mar 2003 - Mar 2013 |
8.86%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart