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Sunrise Police |
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Performance
Evaluation Summary |
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June 30, 2008 |
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Current |
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Fiscal Year |
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Quarter |
One Year |
Three Years |
Five Years |
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2007 |
2006 |
2005 |
2004 |
2003 |
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TOTAL FUND(Net of
Fees) |
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Return |
-0.04% |
-3.99% |
4.29% |
5.94% |
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11.96% |
6.57% |
8.42% |
7.44% |
14.37% |
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Ranking
(20% Br.Lg.Core, 20% Br.Lg.Value Core, 15% Br.Fixed, 25% IFI & 10%
Br.SmVal.Core, 10% Br.Small Cap) |
11 |
4 |
29 |
74 |
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22 |
76 |
83 |
96 |
80 |
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Policy
Return (20% R1000V, 20% R1000G, 15% LBAB A+, 25% LBGCI, 10% S&P 400 &
10% R2000V) |
-1.06% |
-4.97% |
4.64% |
6.76% |
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11.03% |
8.28% |
9.06% |
10.73% |
17.04% |
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TOTAL EQUITIES |
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Return |
-0.30% |
-11.96% |
4.01% |
7.85% |
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16.64% |
9.02% |
12.84% |
12.55% |
24.55% |
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Ranking
(66.6% Br.Lg.Core, 16.7% BSC & 16.7% Br.Sm.Val.Core) |
25 |
24 |
59 |
67 |
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21 |
71 |
77 |
86 |
35 |
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Policy Return (66.6% S&P
500, 16.7% S&P 400 & 16.7% R2000V) |
-1.08% |
-12.90% |
4.60% |
8.40% |
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14.69% |
11.36% |
13.21% |
15.46% |
24.80% |
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TOTAL FIXED
INCOME |
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Return |
-0.84% |
9.32% |
4.87% |
4.21% |
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6.10% |
3.48% |
2.95% |
3.36% |
5.52% |
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Ranking
(62.5% IFI & 37.5% Broad Fixed) |
68 |
2 |
11 |
24 |
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13 |
62 |
54 |
66 |
32 |
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Policy
Return (37.5% LBAB A+ & 62.5 % LBGCI) |
-1.37% |
7.41% |
4.27% |
3.97% |
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5.48% |
3.67% |
2.80% |
3.68% |
5.44% |
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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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Page 8 |
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