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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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DOMESTIC EQUITY
PORTFOLIO |
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Return |
2.06% |
35.96% |
1.30% |
-1.83% |
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29.45% |
-21.99% |
-11.70% |
-5.58% |
8.77% |
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Ranking (Pure LC Equity) |
37 |
34 |
31 |
69 |
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27 |
44 |
46 |
45 |
89 |
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Policy (S&P500) |
1.69% |
35.12% |
0.63% |
-1.20% |
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28.68% |
-22.10% |
-11.88% |
-9.11% |
21.04% |
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DHJ EQUITY
PORTFOLIO |
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Return |
-0.69% |
24.94% |
-0.66% |
-1.69% |
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23.08% |
-20.58% |
-16.13% |
-6.27% |
26.62% |
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Ranking (Br.Lg.Value
Core) |
93 |
92 |
37 |
36 |
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83 |
14 |
31 |
22 |
75 |
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Policy (S&P 500) |
1.69% |
35.12% |
0.63% |
-1.20% |
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28.68% |
-22.10% |
-11.88% |
-9.11% |
21.04% |
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BUCKHEAD EQUITY
PORTFOLIO (includes cash) |
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Return |
3.78% |
46.05% |
n/a |
n/a |
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35.16% |
n/a |
n/a |
n/a |
n/a |
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Ranking (Br.Lg.Gr.Core) |
15 |
1 |
n/a |
n/a |
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1 |
n/a |
n/a |
n/a |
n/a |
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Policy (S&P 500) |
1.69% |
35.12% |
n/a |
n/a |
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28.68% |
n/a |
n/a |
n/a |
n/a |
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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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ASSET CONSULTING GROUP |
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|
a division of Gabriel,
Roeder, Smith, & Co. |
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Page 7 |
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