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 Asset Allocation Composite Moderate | NA | 16.13% | 1.09% | 5.37% | 5.77% | 6.87% | 7.41% | 8.01% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MullinTBG Synopsys Deferred Compensation Plan Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.90 | 16.13 | 1.09 | 5.37 | 5.77 | 6.87 | 7.41 | 8.01 | NA | 4.70 | 7.16 | -14.60 | 7.94 | 16.20 | 21.29 | -4.36 | 11.38 | 10.19 | -3.77 | 7.57 | 13.01 | 11.44 | 2.12 | 10.10 | 15.06 | -0.23 | 8.69 | 13.37 | 7.63 | 13.93 | 20.24 | 3.43 | 2.31 |
| Sharpe Ratio | NA | -0.18 | -0.48 | 0.27 | 0.45 | NA | NA | 0.80 | 0.28 | -0.23 | 0.44 | -1.70 | 0.97 | 1.70 | 3.18 | -0.64 | 2.39 | 1.47 | -0.52 | 1.25 | 1.91 | 1.60 | 0.15 | 1.05 | 1.44 | -0.17 | 0.57 | 1.47 | 0.83 | 1.81 | 3.75 | 1.45 | 0.01 |
| Standard Deviation(%) | NA | 8.26 | 8.12 | 8.39 | 7.72 | NA | NA | 7.73 | 7.57 | 8.33 | 6.64 | 9.37 | 8.13 | 9.37 | 6.26 | 8.81 | 4.49 | 6.77 | 7.36 | 6.03 | 6.79 | 7.10 | 13.87 | 9.53 | 10.43 | 6.64 | 9.95 | 6.87 | 6.61 | 7.17 | 5.21 | 1.60 | 0.05 |
| Draw Down(%) | NA | 6.79 | 17.60 | 18.70 | 18.70 | NA | NA | 18.70 | 1.83 | 6.79 | 5.90 | 15.72 | 3.86 | 9.02 | 2.81 | 11.47 | 2.11 | 4.32 | 8.85 | 4.18 | 5.72 | 5.35 | 11.66 | 7.26 | 6.44 | 5.76 | 6.15 | 6.83 | 4.27 | 8.07 | 2.38 | 0.98 | 0.00 |
| Yield(%) | NA | 4.32 | 4.48 | 5.72 | 5.50 | NA | NA | 4.94 | NA | 0.79 | 4.22 | 3.18 | 5.77 | 4.07 | 11.97 | 4.64 | 4.90 | 6.25 | 6.92 | 4.42 | 3.81 | 2.31 | 3.55 | 2.39 | 3.17 | 3.44 | 9.52 | 9.31 | 5.54 | 6.00 | 3.80 | 1.23 | 2.31 |
Data as of 11/29/2024, 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 Asset Allocation Composite Moderate |
-1.41%
Dec 2021 - Dec 2024 |
3.51%
Sep 2018 - Sep 2023 |
4.50%
Oct 2013 - Oct 2023 |
6.32%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MullinTBG Synopsys Deferred Compensation Plan Asset Allocation Composite Moderate |
15.73%
Apr 2003 - Apr 2006 |
13.43%
Oct 2002 - Oct 2007 |
10.83%
Apr 2003 - Apr 2013 |
9.39%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart