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Sunrise
Police |
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Performance
Evaluation Summary |
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March 31, 2004 |
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Current |
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Quarter |
One Year |
Three Years |
Five Years |
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2003 |
2002 |
2001 |
2000 |
1999 |
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TOTAL FUND |
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Return |
2.09% |
20.70% |
4.03% |
2.47% |
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16.85% |
-7.70% |
-3.37% |
0.70% |
6.98% |
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Ranking
(50% Br.Lg.Core, 40% Br.Fixed & 10% Intl.Eq.) |
62 |
95 |
30 |
44 |
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89 |
21 |
25 |
31 |
85 |
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Policy
Return (50% S&P500, 40% LBAB & 10% EAFE) |
2.35% |
24.56% |
4.10% |
2.53% |
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19.45% |
-9.09% |
-4.78% |
-1.52% |
11.44% |
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TOTAL EQUITIES |
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Return |
2.12% |
37.02% |
1.36% |
-2.02% |
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29.32% |
-21.11% |
-12.36% |
-6.79% |
8.77% |
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Ranking
(83.3% Br.Lg.Core & 16.7% Intl.Eq.) |
67 |
70 |
54 |
74 |
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62 |
60 |
46 |
43 |
90 |
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Policy Return (83.3% S&P
500 & 16.7% EAFE) |
2.15% |
38.75% |
1.21% |
-1.09% |
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30.42% |
-21.00% |
-13.47% |
-9.85% |
21.04% |
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TOTAL FIXED
INCOME |
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Return |
2.57% |
5.13% |
7.73% |
7.41% |
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4.13% |
10.98% |
8.79% |
11.24% |
-1.19% |
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Ranking (Broad Fixed) |
26 |
44 |
19 |
12 |
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43 |
9 |
13 |
22 |
72 |
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Policy Return (LBAB) |
2.65% |
5.40% |
7.62% |
7.37% |
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4.11% |
10.95% |
8.43% |
11.95% |
-2.05% |
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TOTAL DHJ
PORTFOLIO |
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Return |
0.64% |
14.62% |
3.32% |
2.97% |
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13.64% |
-6.40% |
-4.46% |
1.47% |
15.52% |
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Ranking (Broad Fixed) |
94 |
94 |
42 |
29 |
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93 |
18 |
33 |
29 |
46 |
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Policy Return (LBAB) |
2.06% |
21.03% |
5.03% |
3.67% |
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17.65% |
-6.27% |
-1.65% |
1.22% |
7.59% |
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Gold indicates
equal to or beat the index, or in upper 40% of universe |
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Red indicates
bottom 40% of universe |
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a
division of Gabriel, Roeder, Smith, & Co. |
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Page 6 |
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