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Sunrise Police |
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Performance
Evaluation Summary |
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June 30, 2009 |
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Current |
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Fiscal Year |
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Quarter |
YTD |
One Year |
Three Years |
Five Years |
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2008 |
2007 |
2006 |
2005 |
2004 |
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TOTAL FUND(Net of
Fees) |
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Return |
9.40% |
-8.56% |
-14.05% |
-2.26% |
0.70% |
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-11.57% |
11.96% |
6.57% |
8.42% |
7.44% |
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Ranking
(20% Br.Lg.Gr., 20% Br.Lg.Value Core, 20% Br.Fixed, 20% IFI & 10%
Br.SmVal.Core, 5% Br.Sm.Cap&5% Br.Lg.Cap) |
100 |
59 |
62 |
37 |
72 |
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19 |
26 |
82 |
88 |
97 |
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Policy
Return (20% R1000V, 20% R1000G, 20% BCAB A+, 20% BCIGC, 10% S&P 400 &
10% R2000V) |
10.73% |
-9.92% |
-14.10% |
-2.27% |
1.13% |
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-10.79% |
11.03% |
8.28% |
9.06% |
10.73% |
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TOTAL EQUITIES |
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Return |
15.68% |
-20.63% |
-28.01% |
-8.67% |
-2.56% |
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-20.40% |
16.64% |
9.02% |
12.84% |
12.55% |
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Ranking
(33.3% Br.Lg.Gr., 33.3% Br.Lg.V.Core, 16.7% Br.Sm.Val.Core, 8.3% Br. Lg. Core
& 8.3% Br. Sm. Core) |
92 |
89 |
98 |
77 |
90 |
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56 |
31 |
76 |
79 |
89 |
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Policy Return (33.33%
R1000G, 33.33% R1000V, 16.67% S&P 400 &
16.67% R2000V) |
17.17% |
-20.79% |
-26.53% |
-8.47% |
-1.97% |
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-19.72% |
14.69% |
11.36% |
13.21% |
15.46% |
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TOTAL FIXED
INCOME |
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Return |
3.35% |
8.76% |
7.20% |
7.46% |
5.65% |
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3.98% |
6.10% |
3.48% |
2.95% |
3.36% |
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Ranking
(50% Intmd. Fixed & 50% Broad Fixed) |
73 |
7 |
3 |
1 |
6 |
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3 |
17 |
65 |
51 |
63 |
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Policy
Return (50% BCIGC & 50% BCAB A+) |
1.32% |
6.34% |
5.50% |
6.44% |
5.02% |
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3.56% |
5.48% |
3.67% |
2.80% |
3.68% |
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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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