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Sunrise
Police |
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Performance
Evaluation Summary |
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June 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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TOTAL FUND |
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Return |
-1.55% |
4.95% |
7.60% |
4.11% |
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9.00% |
7.95% |
14.37% |
-7.32% |
-9.99% |
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Ranking
(50% Br.Lg.Core, 40% Br.Fixed & 10% Br.SmVal.Core) |
61 |
73 |
79 |
45 |
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65 |
86 |
83 |
38 |
34 |
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Policy
Return (50% S&P500, 40% LBAB & 10% R2000V) |
-1.01% |
5.43% |
8.47% |
4.38% |
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9.06% |
10.73% |
17.04% |
-8.77% |
-12.48% |
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TOTAL EQUITIES |
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Return |
-2.45% |
7.44% |
11.69% |
2.87% |
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12.84% |
12.55% |
24.55% |
-19.84% |
-26.00% |
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Ranking
(83.3% Br.Lg.Core & 16.7% Br.Sm.Val.Core) |
57 |
80 |
69 |
65 |
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67 |
74 |
39 |
82 |
49 |
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Policy Return (83.3% S&P
500 & 16.7% R2000V) |
-1.65% |
9.65% |
12.76% |
3.50% |
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13.21% |
15.46% |
24.80% |
-19.57% |
-26.85% |
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TOTAL FIXED
INCOME |
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Return |
-0.09% |
-0.36% |
2.01% |
5.23% |
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2.95% |
3.36% |
5.52% |
9.39% |
13.48% |
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Ranking (Broad Fixed) |
58 |
63 |
39 |
18 |
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36 |
45 |
41 |
9 |
9 |
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Policy Return (LBAB) |
-0.08% |
-0.81% |
2.05% |
5.16% |
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2.80% |
3.68% |
5.44% |
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 8 |
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