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Sunrise
Police |
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Performance Evaluation Summary |
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September 30, 2006 |
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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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2005 |
2004 |
2003 |
2002 |
2001 |
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DHJ TOTAL FUND
PORTFOLIO |
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Return |
2.52% |
3.73% |
4.98% |
4.22% |
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8.20% |
3.06% |
12.61% |
-5.61% |
-13.10% |
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Ranking (55%
Br.Lg.Growth Conservative & 45% Intmd. Fixed) |
77 |
73 |
82 |
69 |
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45 |
100 |
55 |
39 |
52 |
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Policy (55%
S&P 500 & 45% LBIGC) |
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4.55% |
7.52% |
7.90% |
6.47% |
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7.39% |
8.81% |
16.10% |
-6.21% |
-8.19% |
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DHJ LARGE GROWTH
PORTFOLIO |
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Return |
2.20% |
4.42% |
7.20% |
4.01% |
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12.97% |
4.45% |
20.02% |
-17.69% |
-33.13% |
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Ranking (Br.Lg.Growth
Conservative) |
73 |
76 |
82 |
68 |
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60 |
93 |
62 |
33 |
73 |
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Policy (S&P 500) |
5.67% |
10.79% |
12.30% |
6.97% |
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12.25% |
13.87% |
24.40% |
-20.49% |
-26.62% |
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(Russell 1000 Growth) |
3.94% |
6.03% |
8.35% |
4.42% |
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11.60% |
7.51% |
25.91% |
-22.51% |
-45.64% |
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DHJ FIXED INCOME
PORTFOLIO |
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Return |
3.42% |
3.55% |
3.22% |
4.79% |
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2.84% |
3.28% |
6.11% |
8.26% |
13.38% |
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Ranking (Intmd. Fixed) |
66 |
27 |
39 |
21 |
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35 |
52 |
37 |
25 |
5 |
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Policy (LBIGC) |
3.19% |
3.54% |
2.56% |
4.52% |
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1.48% |
2.66% |
5.99% |
9.11% |
13.41% |
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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, INC. |
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Formerly a division of Gabriel,
Roeder, Smith, & Co. |
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Page 13 |
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