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 - Optimal Moderate | 0.22% | 2.56% | 3.53% | 8.74% | 6.36% | 6.86% | 6.79% | 7.52% |
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 - Optimal 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 (%) | -1.82 | 2.56 | 3.53 | 8.74 | 6.36 | 6.86 | 6.79 | 7.52 | 0.22 | 7.94 | 13.97 | -13.65 | 5.37 | 19.36 | 19.45 | -4.59 | 14.56 | 7.32 | 0.91 | 4.56 | 13.07 | 10.87 | -0.97 | 14.25 | 25.45 | -23.64 | 11.79 | 12.93 | 9.25 | 15.31 | 24.08 | 0.98 | 6.28 |
| Sharpe Ratio | NA | 0.40 | 0.38 | 0.50 | 0.55 | NA | NA | 0.61 | 0.37 | 0.50 | 1.25 | -1.10 | 0.61 | 1.12 | 2.81 | -0.66 | 3.16 | 0.85 | 0.11 | 0.74 | 1.89 | 1.44 | -0.07 | 1.44 | 1.38 | -1.09 | 0.90 | 1.34 | 1.13 | 2.18 | 3.76 | -0.02 | 0.51 |
| Standard Deviation(%) | NA | 10.84 | 10.58 | 10.43 | 10.17 | NA | NA | 10.53 | 12.85 | 8.67 | 8.23 | 13.76 | 8.80 | 17.13 | 6.41 | 9.09 | 4.40 | 8.37 | 8.11 | 6.11 | 6.88 | 7.51 | 13.62 | 9.82 | 18.38 | 22.59 | 9.65 | 7.10 | 6.16 | 6.57 | 6.21 | 7.73 | 7.58 |
| Draw Down(%) | NA | 10.84 | 12.30 | 20.47 | 21.12 | NA | NA | 37.01 | 9.65 | 5.43 | 8.19 | 20.13 | 5.47 | 21.12 | 3.12 | 11.28 | 1.66 | 7.11 | 8.38 | 5.35 | 6.51 | 6.44 | 13.10 | 7.32 | 17.24 | 35.67 | 6.47 | 7.60 | 4.34 | 7.50 | 5.44 | 11.89 | 9.41 |
| Yield(%) | NA | 4.95 | 3.63 | 4.05 | 4.47 | NA | NA | 4.70 | NA | 0.68 | 4.89 | 2.35 | 3.42 | 5.58 | 3.74 | 4.93 | 3.96 | 5.63 | 7.07 | 3.35 | 3.63 | 2.50 | 2.56 | 2.17 | 2.53 | 4.30 | 10.28 | 9.97 | 5.89 | 4.99 | 4.34 | 3.97 | 5.28 |
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 - Optimal Moderate |
-6.16%
Feb 2006 - Feb 2009 |
0.56%
Feb 2004 - Feb 2009 |
5.13%
Oct 2013 - Oct 2023 |
4.93%
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 - Optimal Moderate |
19.35%
Feb 2009 - Feb 2012 |
15.74%
Oct 2002 - Oct 2007 |
10.40%
Feb 2009 - Feb 2019 |
9.33%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart