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Sunrise
Police |
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Performance
Evaluation Summary |
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December 31, 2003 |
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Current |
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Quarter |
One Year |
Three Years |
Five Years |
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2002 |
2001 |
2000 |
1999 |
1998 |
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TOTAL FUND |
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Return |
6.67% |
16.85% |
1.38% |
2.34% |
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-7.70% |
-3.37% |
0.70% |
6.98% |
23.44% |
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Ranking
(50% Br.Lg.Core, 40% Br.Fixed & 10% Intl.Eq.) |
88 |
91 |
34 |
53 |
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22 |
29 |
33 |
86 |
9 |
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Policy
Return (50% S&P500, 40% LBAB & 10% EAFE) |
7.82% |
19.45% |
1.12% |
2.56% |
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-9.09% |
-4.78% |
-1.52% |
11.44% |
21.37% |
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TOTAL EQUITIES |
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Return |
12.20% |
29.32% |
-3.66% |
-1.94% |
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-21.11% |
-12.36% |
-6.79% |
8.77% |
30.71% |
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Ranking
(83.3% Br.Lg.Core & 16.7% Intl.Eq.) |
64 |
56 |
52 |
84 |
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58 |
44 |
44 |
91 |
13 |
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Policy Return (83.3% S&P
500 & 16.7% EAFE) |
12.99% |
30.42% |
-3.75% |
-0.55% |
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-21.00% |
-13.47% |
-9.85% |
21.04% |
28.58% |
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TOTAL FIXED
INCOME |
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Return |
0.14% |
4.13% |
7.93% |
6.68% |
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10.98% |
8.79% |
11.24% |
-1.19% |
9.83% |
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Ranking (Broad Fixed) |
69 |
43 |
19 |
13 |
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9 |
13 |
22 |
72 |
6 |
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Policy Return (LBAB) |
0.32% |
4.11% |
7.79% |
6.55% |
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10.95% |
8.43% |
11.95% |
-2.05% |
9.53% |
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TOTAL DHJ
PORTFOLIO |
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Return |
4.91% |
13.64% |
0.54% |
3.56% |
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-6.40% |
-4.46% |
1.47% |
15.52% |
29.92% |
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Ranking (Broad Fixed) |
88 |
92 |
37 |
24 |
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19 |
30 |
25 |
45 |
1 |
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Policy Return (LBAB) |
6.63% |
17.65% |
2.74% |
3.39% |
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-6.27% |
-1.65% |
1.22% |
7.59% |
15.57% |
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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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