SUNRISE POLICE |
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LOCK |
TOTAL FUND EXECUTIVE HERE |
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TOTAL FUND UNIVERSE HERE |
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TOTAL FUND RISK MEASURES |
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TOTAL EQUITY EXECUTIVE HERE |
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TOTAL EQUITY UNIVERSE HERE |
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TOTAL EQUITY RISK HERE |
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TOTAL FIXED EXECUTIVE HERE |
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TOTAL FIXED UNIVERSE HERE |
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TOTAL FIXED RISK HERE |
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DHJ TOTAL FUND EXECUTIVE HERE |
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DHJ TOTAL FUND UNIVERSE HERE |
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DHJ TOTAL FUND RISK MEASURES |
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START @B3 |
Sunrise Police |
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START @E3 |
Sunrise Police |
% |
START @H3 |
Sunrise Police |
% |
START @K3 |
Sunrise Police |
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START @N3 |
Sunrise Police |
% |
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Sunrise Police |
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Sunrise Police |
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Sunrise Police |
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Sunrise Police |
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START @B3 |
Sunrise Police |
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START @E3 |
Sunrise Police |
% |
START @H3 |
Sunrise Police |
% |
Total Fund |
Total Account |
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Total Fund |
Total Account |
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Total Fund |
Total Account |
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Total Equity |
Total Equity |
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Total Equity |
Total Equity |
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Total Equity |
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Total Fixed Income |
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Total Fixed Income |
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Total Fixed Income |
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Total Fund |
DHJ Total |
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Total Fund |
DHJ Total |
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Total Fund |
DHJ Total |
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Executive Summary |
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Universe |
Universe Comparisons |
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Risk Measures |
Risk Measures |
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Executive Summary |
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Universe |
Universe Comparisons |
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Risk Measures |
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Executive Summary |
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Universe Comparisons |
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Risk Measures |
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Executive Summary |
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Universe |
Universe Comparisons |
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Risk Measures |
Risk Measures |
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2 |
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50% BLC Core Eq., 10% BSCV Core, 40%
BFI |
17 |
|
20 |
|
83.3% Brd. LC Core Equity, 16.7%
BSCV Core |
22 |
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25 |
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Broad Fixed Income |
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27 |
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Inception date is December 31, 1997 |
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55% Broad Large Cap Core Equity, 45%
IFI |
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3 Yr |
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Inception date is December 31, 1997 |
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4 |
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3 Yr |
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Inception date is December 31, 1997 |
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21 |
|
3 Yr |
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Inception date is December 31, 1997 |
|
26 |
|
3 Yr |
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All dollar values are shown in
thousands. |
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Returns are in percent.
"%-tile" is the percentile ranking within the universe. |
# of Negative Qtrs |
|
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All dollar values are shown in
thousands. |
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Returns are in percent.
"%-tile" is the percentile ranking within the universe. |
# of Negative Qtrs |
|
All dollar values are shown in thousands. |
|
Returns are in percent.
"%-tile" is the percentile ranking within the universe. |
# of Negative Qtrs |
|
All dollar values are shown in thousands. |
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Returns are in percent.
"%-tile" is the percentile ranking within the universe. |
# of Negative Qtrs |
|
Returns for periods exceeding one
year are annualized. |
Returns for periods exceeding one
year are annualized. |
# of Positive Qtrs |
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Returns for periods exceeding one
year are annualized. |
Returns for periods exceeding one
year are annualized. |
# of Positive Qtrs |
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Returns for periods exceeding one
year are annualized. |
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Returns for periods exceeding one
year are annualized. |
# of Positive Qtrs |
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Returns for periods exceeding one
year are annualized. |
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Returns for periods exceeding one
year are annualized. |
# of Positive Qtrs |
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Returns are gross of fees. |
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Incept is December 31, 1997 to June
30, 2006 |
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Batting Average |
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Returns are gross of fees. |
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Incept is December 31, 1997 to June
30, 2006 |
Batting Average |
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Returns are gross of fees. |
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Incept is December 31, 1997 to June
30, 2006 |
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Batting Average |
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Returns are gross of fees. |
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Incept is December 31, 1997 to June
30, 2006 |
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Batting Average |
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Account Reconciliation |
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Trailing Returns through June 30,
2006 |
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Worst Qtr |
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Account Reconciliation |
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Trailing Returns through June 30,
2006 |
|
Worst Qtr |
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Account Reconciliation |
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Trailing Returns through June 30,
2006 |
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Worst Qtr |
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Account Reconciliation |
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Trailing Returns through June 30,
2006 |
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Worst Qtr |
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Beginning Value |
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Fund |
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Best Qtr |
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Beginning Value |
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Fund |
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Best Qtr |
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Beginning Value |
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Fund |
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Best Qtr |
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Beginning Value |
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Fund |
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Best Qtr |
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Net Flows |
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Return |
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Range |
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Net Flows |
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Return |
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Range |
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Net Flows |
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Return |
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Range |
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Net Flows |
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Return |
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Range |
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Investment G/L |
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%-tile |
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Worst 4 Qtrs |
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Investment G/L |
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%-tile |
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Worst 4 Qtrs |
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Investment G/L |
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%-tile |
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Worst 4 Qtrs |
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Investment G/L |
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%-tile |
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Worst 4 Qtrs |
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Ending Value |
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Policy |
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Standard Deviation |
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Ending Value |
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Policy |
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Standard Deviation |
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Ending Value |
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Policy |
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Standard Deviation |
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Ending Value |
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LBAB |
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Standard Deviation |
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6/30/2006 |
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Return |
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Beta |
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6/30/2006 |
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Return |
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Beta |
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6/30/2006 |
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Return |
|
Beta |
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6/30/2006 |
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Return |
|
Beta |
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Qtr |
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%-tile |
|
Annualized Alpha |
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Qtr |
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%-tile |
|
Annualized Alpha |
|
Qtr |
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%-tile |
|
Annualized Alpha |
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Qtr |
|
%-tile |
|
Annualized Alpha |
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20,403 |
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Universe |
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R-Squared |
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46,476 |
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Universe |
|
R-Squared |
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30,582 |
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Universe |
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R-Squared |
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13,777 |
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Universe |
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R-Squared |
|
468 |
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5th %-tile |
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Sharpe Ratio |
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-84 |
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5th %-tile |
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Sharpe Ratio |
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-617 |
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5th %-tile |
|
Sharpe Ratio |
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1,186 |
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5th %-tile |
|
Sharpe Ratio |
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-453 |
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25th %-tile |
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Treynor Ratio |
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|
-719 |
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25th %-tile |
|
Treynor Ratio |
|
-724 |
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25th %-tile |
|
Treynor Ratio |
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-10 |
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25th %-tile |
|
Treynor Ratio |
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20,419 |
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50th %-tile |
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Tracking Error |
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45,674 |
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50th %-tile |
|
Tracking Error |
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29,242 |
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50th %-tile |
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Tracking Error |
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14,954 |
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50th %-tile |
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Tracking Error |
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2,006 |
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75th %-tile |
|
Information Ratio |
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|
2006 |
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75th %-tile |
|
Information Ratio |
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2006 |
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75th %-tile |
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Information Ratio |
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2006 |
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75th %-tile |
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Information Ratio |
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YTD |
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95th %-tile |
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Fund |
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YTD |
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95th %-tile |
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Fund |
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YTD |
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95th %-tile |
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Fund |
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YTD |
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95th %-tile |
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Fund |
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19,409 |
|
2 Qtrs |
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4 |
|
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43,648 |
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2 Qtrs |
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4 |
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28,875 |
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|
2 Qtrs |
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|
3 |
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12,999 |
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|
2 Qtrs |
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|
6 |
|
709 |
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-0.63 |
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8 |
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|
391 |
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|
1.52 |
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|
8 |
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-1,207 |
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|
2.32 |
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|
9 |
|
1,940 |
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|
-0.52 |
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6 |
|
301 |
|
|
67 |
|
|
41.67 |
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|
1,635 |
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|
63 |
|
33.33 |
|
1,574 |
|
|
69 |
|
|
33.33 |
|
14 |
|
|
64 |
|
|
33.33 |
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20,419 |
|
|
1.42 |
|
-2.2 |
|
|
45,674 |
|
|
2.12 |
|
|
-1.55 |
|
29,242 |
|
3.99 |
|
|
-3.08 |
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14,954 |
|
-0.72 |
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-2.27 |
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35,795 |
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|
20 |
|
|
6.62 |
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12/31/1997 |
|
43 |
|
6.96 |
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12/31/1997 |
|
27 |
|
12.2 |
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12/31/1997 |
|
71 |
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2.97 |
|
Incept |
|
2.78 |
|
8.82 |
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|
Incept |
|
4.2 |
|
8.51 |
|
Incept |
|
6.51 |
|
15.28 |
|
Incept |
|
2.98 |
|
5.24 |
|
15,998 |
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1.05 |
|
2.65 |
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|
15,998 |
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2.74 |
|
4.13 |
|
10,999 |
|
4.09 |
|
4.95 |
|
4,811 |
|
1.35 |
|
-0.36 |
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-5,681 |
|
0.04 |
|
5.08 |
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|
13,563 |
|
1.93 |
|
5.23 |
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9,492 |
|
3.2 |
|
9 |
|
3,102 |
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-0.1 |
|
3.02 |
|
10,102 |
|
-1.03 |
|
1.05 |
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|
16,113 |
|
0.99 |
|
0.96 |
|
8,750 |
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|
1.81 |
|
1 |
|
7,041 |
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|
-0.8 |
|
0.93 |
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20,419 |
20,419,000 |
|
-2.31 |
|
-1.91 |
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|
45,674 |
45,674,000 |
|
-1.09 |
|
-0.49 |
|
29,242 |
29,242,000 |
|
-1.47 |
|
-0.96 |
|
14,954 |
14,954,000 |
|
-1.58 |
|
0.1 |
|
Investment Policy |
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|
3 Qtrs |
|
0.84 |
|
|
Investment Policy |
|
3 Qtrs |
|
0.94 |
|
Investment Policy |
|
3 Qtrs |
|
0.96 |
|
Investment Policy |
|
3 Qtrs |
|
0.99 |
|
Index |
|
1.55 |
|
0.56 |
|
|
Index |
|
3.74 |
|
1.01 |
|
Index |
|
5.44 |
|
1.04 |
|
Index |
|
0.05 |
|
-0.1 |
|
S&P 500 |
|
57 |
|
2.7 |
|
|
S&P 500 |
|
43 |
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5.51 |
|
S&P 500 |
|
43 |
|
9.38 |
|
Lehman Aggregate Bond |
|
62 |
|
-0.32 |
|
Lehman Gov/Credit-Intermediate |
|
2.84 |
|
2.02 |
|
|
Lehman Aggregate Bond |
|
3.51 |
|
1.32 |
|
Russell 2000 Value |
|
5.91 |
|
1.88 |
|
Total |
|
-0.13 |
|
0.32 |
|
Total |
|
31 |
|
-0.84 |
|
|
Russell 2000 Value |
|
49 |
|
-0.66 |
|
Total |
|
34 |
|
-0.57 |
|
Weight |
|
69 |
|
-0.13 |
|
Weight |
|
4.94 |
|
Policy |
|
|
Total |
|
5.82 |
|
Policy |
|
Weight |
|
8.83 |
|
Policy |
|
100 |
|
3.97 |
|
LBAB |
|
55 |
|
3.2 |
|
3 |
|
|
Weight |
|
4.41 |
|
3 |
|
83.3 |
|
6.41 |
|
3 |
|
100 |
|
1.99 |
|
6 |
|
45 |
|
1.75 |
|
9 |
|
|
50 |
|
3.47 |
|
9 |
|
16.7 |
|
5.19 |
|
9 |
|
Trailing Returns through June 30, 2006 |
|
0.39 |
|
6 |
|
100 |
|
0.93 |
|
58.33 |
|
|
40 |
|
2.59 |
|
66.67 |
|
100 |
|
3.83 |
|
66.67 |
|
Fund |
|
-0.28 |
|
66.67 |
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Trailing Returns through June 30, 2006 |
|
-0.65 |
|
-1.56 |
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|
10 |
|
0.74 |
|
-1.64 |
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Trailing Returns through June 30, 2006 |
|
0.98 |
|
-2.45 |
|
LBAB |
|
-1.24 |
|
-2.44 |
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Fund |
|
1 Yr |
|
6.63 |
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|
100 |
|
1 Yr |
|
7.82 |
|
Fund |
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|
1 Yr |
|
|
12.99 |
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Diff |
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1 Yr |
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|
3.2 |
|
Policy |
|
1 Yr FUND |
3.62 |
0.0362 |
|
8.19 |
|
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Trailing Returns through
June 30, 2006 |
1 Yr FUND |
4.95 |
0.0495 |
|
9.46 |
|
Policy |
|
1 Yr FUND |
7.44 |
0.0744 |
|
15.44 |
|
1 Yr |
|
1 Yr FUND |
-0.36 |
-0.0036 |
|
5.64 |
|
Diff |
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UNIVERSE |
60 |
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|
3.48 |
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|
Fund |
|
UNIVERSE |
73 |
|
4.02 |
|
Diff |
|
UNIVERSE |
80 |
|
4.91 |
|
-0.36 |
|
UNIVERSE |
63 |
|
-0.81 |
|
1 Yr |
|
POLICY |
4.65 |
0.0465 |
|
4.45 |
|
|
Policy |
|
POLICY |
5.43 |
0.0543 |
|
5.27 |
|
1 Yr |
|
POLICY |
9.65 |
0.0965 |
|
8.8 |
|
-0.81 |
|
POLICY |
-0.81 |
-0.0081 |
|
3.24 |
|
3.62 |
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|
43 |
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|
1 |
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Diff |
|
63 |
|
1 |
|
7.44 |
|
44 |
|
1 |
|
0.45 |
|
73 |
|
1 |
|
4.65 |
|
9.08 |
|
0 |
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|
1 Yr |
|
9.5 |
|
0 |
|
9.65 |
|
14.74 |
|
0 |
|
2 Yr |
|
5.87 |
|
0 |
|
-1.03 |
|
6.09 |
|
1 |
|
|
4.95 |
|
7.34 |
|
1 |
|
-2.21 |
|
11.04 |
|
1 |
|
2.99 |
|
2.44 |
|
1 |
|
2 Yr |
|
4.05 |
|
1.02 |
|
|
5.43 |
|
6.05 |
|
1.17 |
|
2 Yr |
|
9.24 |
|
1.19 |
|
2.93 |
|
0.15 |
|
-0.08 |
|
4.15 |
|
2.83 |
|
4.53 |
|
|
-0.48 |
|
4.74 |
|
6.16 |
|
7.39 |
|
7.81 |
|
10.45 |
|
0.06 |
|
-0.89 |
|
-0.26 |
|
5.19 |
|
1.3 |
|
0 |
|
|
2 Yr |
|
2.69 |
|
0 |
|
8.66 |
|
4.58 |
|
0 |
|
3 Yr |
|
-2.03 |
|
0 |
|
-1.04 |
|
2 Yr |
|
Diff |
|
|
5.88 |
|
2 Yr |
|
Diff |
|
-1.27 |
|
2 Yr |
|
Diff |
|
1/2/1900 |
|
2 Yr |
|
Diff |
|
3 Yr |
|
4.15 |
|
1 |
|
|
6.44 |
|
5.88 |
|
|
1 |
|
3 Yr |
|
7.39 |
|
|
0 |
|
2.05 |
|
2.99 |
|
|
0 |
|
5.14 |
|
55 |
|
|
-1 |
|
|
-0.56 |
|
64 |
|
-1 |
|
11.69 |
|
71 |
|
|
0 |
|
-0.04 |
|
30 |
|
0 |
|
6.84 |
|
5.19 |
|
-16.66 |
|
|
3 Yr |
|
6.44 |
|
|
-33.34 |
|
12.76 |
|
8.66 |
|
|
-33.34 |
|
4 Yr |
|
2.93 |
|
|
-33.34 |
|
-1.7 |
|
36 |
|
|
-0.64 |
|
|
7.6 |
|
46 |
|
0.09 |
|
################################## |
|
45 |
|
-0.63 |
|
1/4/1900 |
|
32 |
|
0.17 |
|
4 Yr |
|
9.12 |
|
-0.01 |
|
|
8.47 |
|
9.51 |
|
-0.86 |
|
4 Yr |
|
13.36 |
|
-0.79 |
|
4.41 |
|
5.55 |
|
-0.23 |
|
5.01 |
|
6.05 |
|
0.63 |
|
|
-0.87 |
|
7.34 |
|
-0.95 |
|
8.15 |
|
10.07 |
|
-0.16 |
|
-0.09 |
|
3.1 |
|
-0.4 |
|
1/6/1900 |
|
4.36 |
|
-0.83 |
|
|
4 Yr |
|
6.22 |
|
0.11 |
|
9.2 |
|
8.39 |
|
0.04 |
|
5 Yr |
|
2.51 |
|
0.45 |
|
-1.98 |
|
3.2 |
|
0.63 |
|
|
6.62 |
|
5.49 |
|
-0.04 |
|
-1.05 |
|
7.05 |
|
0.2 |
|
5.23 |
|
1.95 |
|
-0.22 |
|
5 Yr |
|
1.83 |
|
0.05 |
|
|
7.38 |
|
3.74 |
|
-0.04 |
|
5 Yr |
|
4.24 |
|
0 |
|
1/5/1900 |
|
-0.21 |
|
-0.07 |
|
2.86 |
|
3 Yr |
|
-1.91 |
|
|
-0.76 |
|
3 Yr |
|
-0.49 |
|
2.87 |
|
3 Yr |
|
-0.96 |
|
0.07 |
|
3 Yr |
|
0.1 |
|
4.41 |
|
3 YR FUND |
5.14 |
0.0514 |
|
-0.16 |
|
|
5 Yr |
|
3 YR FUND |
7.6 |
0.076 |
|
-0.06 |
|
3.5 |
|
3 YR FUND |
11.69 |
0.1169 |
|
-0.04 |
|
6 Yr |
|
3 YR FUND |
2.01 |
0.0201 |
|
-0.01 |
|
-1.55 |
|
UNIVERSE |
74 |
|
|
-0.46 |
|
|
4.11 |
|
UNIVERSE |
79 |
|
-0.16 |
|
-0.63 |
|
UNIVERSE |
69 |
|
-0.15 |
|
1/6/1900 |
|
UNIVERSE |
39 |
|
-0.02 |
|
6 Yr |
|
POLICY |
6.84 |
0.0684 |
|
-1.83 |
|
|
4.38 |
|
POLICY |
8.47 |
0.0847 |
|
-0.65 |
|
6 Yr |
|
POLICY |
12.76 |
0.1276 |
|
-1.07 |
|
1/6/1900 |
|
POLICY |
2.05 |
0.0205 |
|
-0.06 |
|
1.17 |
|
|
35 |
|
|
2.02 |
|
|
-0.27 |
|
54 |
|
1.32 |
|
################################## |
|
47 |
|
1.88 |
|
0.1 |
|
37 |
|
0.32 |
|
1/3/1900 |
|
10.4 |
|
5 Yr |
5 Yr |
|
|
6 Yr |
|
12.07 |
|
5 Yr |
5 Yr |
|
-0.09 |
|
17.53 |
|
5 Yr |
5 Yr |
|
7 Yr |
|
6.17 |
|
5 Yr |
5 Yr |
|
################################ |
|
7.38 |
|
# of Negative Qtrs |
|
|
1/2/1900 |
|
9.69 |
|
# of Negative Qtrs |
|
-0.29 |
|
14.06 |
|
# of Negative Qtrs |
|
1/5/1900 |
|
2.4 |
|
# of Negative Qtrs |
|
7 Yr |
|
6.03 |
|
# of Positive Qtrs |
|
|
2.62 |
|
8.57 |
|
# of Positive Qtrs |
|
7 Yr |
|
12.6 |
|
# of Positive Qtrs |
|
5.87 |
|
1.76 |
|
# of Positive Qtrs |
|
2.79 |
|
5.1 |
|
Batting Average |
|
|
0.04 |
|
7.74 |
|
Batting Average |
|
################################## |
|
11.13 |
|
Batting Average |
|
0.07 |
|
1.17 |
|
Batting Average |
|
1/3/1900 |
|
3.57 |
|
Worst Qtr |
|
|
7 Yr |
|
6.09 |
|
Worst Qtr |
|
0.84 |
|
8.56 |
|
Worst Qtr |
|
8 Yr |
|
-1.67 |
|
Worst Qtr |
|
-1.08 |
|
4 Yr |
|
Best Qtr |
|
|
1/2/1900 |
|
4 Yr |
|
Best Qtr |
|
################################## |
|
4 Yr |
|
Best Qtr |
|
1/5/1900 |
|
4 Yr |
|
Best Qtr |
|
8 Yr |
|
5.01 |
|
Range |
|
|
3.08 |
|
6.62 |
|
Range |
|
8 Yr |
|
8.15 |
|
Range |
|
1/5/1900 |
|
4.32 |
|
Range |
|
1/4/1900 |
|
75 |
|
Worst 4 Qtrs |
|
|
-0.27 |
|
61 |
|
Worst 4 Qtrs |
|
1/2/1900 |
|
68 |
|
Worst 4 Qtrs |
|
0.15 |
|
24 |
|
Worst 4 Qtrs |
|
1/4/1900 |
|
6.99 |
|
Standard Deviation |
|
|
8 Yr |
|
7.38 |
|
Standard Deviation |
|
1/3/1900 |
|
9.2 |
|
Standard Deviation |
|
9 Yr 10 Yr |
|
4.41 |
|
Standard Deviation |
|
1/0/1900 |
|
30 |
|
Beta |
|
|
1/4/1900 |
|
40 |
|
Beta |
|
-1.16 |
|
46 |
|
Beta |
|
12/31/1997 |
|
22 |
|
Beta |
|
9 Yr 10 Yr |
|
9.42 |
|
Annualized Alpha |
|
|
1/4/1900 |
|
10.1 |
|
Annualized Alpha |
|
9 Yr 10 Yr |
|
12.55 |
|
Annualized Alpha |
|
Incept |
|
8.35 |
|
Annualized Alpha |
|
12/31/1997 |
|
7.24 |
|
R-Squared |
|
|
-0.28 |
|
8.05 |
|
R-Squared |
|
12/31/1997 |
|
10.12 |
|
R-Squared |
|
5.79 |
|
4.24 |
|
R-Squared |
|
Incept |
|
5.97 |
|
Sharpe Ratio |
|
|
9 Yr 10 Yr |
|
6.99 |
|
Sharpe Ratio |
|
Incept |
|
8.92 |
|
Sharpe Ratio |
|
5.65 |
|
3.31 |
|
Sharpe Ratio |
|
1/6/1900 |
|
5 |
|
Treynor Ratio |
|
|
12/31/1997 |
|
6.11 |
|
Treynor Ratio |
|
4.16 |
|
7.71 |
|
Treynor Ratio |
|
0.14 |
|
2.43 |
|
Treynor Ratio |
|
5.2 |
|
3.7 |
|
Tracking Error |
|
|
Incept |
|
5.05 |
|
Tracking Error |
|
1/5/1900 |
|
5.78 |
|
Tracking Error |
|
Fiscal Year Returns Ending September |
|
-0.9 |
|
Tracking Error |
|
1/1/1900 |
|
5 Yr |
|
Information Ratio |
|
|
5.58 |
|
5 Yr |
|
Information Ratio |
|
-0.99 |
|
5 Yr |
|
Information Ratio |
|
Fund |
|
5 Yr |
|
Information Ratio |
|
Fiscal Year Returns Ending September |
|
5 YR FUND |
2.86 |
0.0286 |
|
Fund |
|
|
1/5/1900 |
|
5 YR FUND |
4.11 |
0.0411 |
|
Fund |
|
Fiscal Year Returns Ending September |
|
5 YR FUND |
2.87 |
0.0287 |
|
Fund |
|
LBAB |
|
5 YR FUND |
5.23 |
0.0523 |
|
Fund |
|
Fund |
|
UNIVERSE |
51 |
|
|
8 |
|
|
-0.08 |
|
UNIVERSE |
45 |
|
8 |
|
Fund |
|
UNIVERSE |
65 |
|
7 |
|
Diff |
|
UNIVERSE |
18 |
|
7 |
|
Policy |
|
POLICY |
4.41 |
0.0441 |
|
12 |
|
|
Fiscal Year Returns
Ending September |
POLICY |
4.38 |
0.0438 |
|
12 |
|
Policy |
|
POLICY |
3.5 |
0.035 |
|
13 |
|
6/30/2006 |
|
POLICY |
5.16 |
0.0516 |
|
13 |
|
Diff |
|
24 |
|
Batting Average |
40 |
|
|
Fund |
|
39 |
|
Batting Average |
45 |
|
Diff |
|
52 |
|
Batting Average |
35 |
|
Qtr |
|
19 |
|
Batting Average |
45 |
|
6/30/2006 |
|
7.08 |
|
|
-5.61 |
|
|
Policy |
|
7.04 |
|
|
-7.44 |
|
6/30/2006 |
|
8.66 |
|
|
-17.97 |
|
-0.09 |
|
6.55 |
|
|
-2.27 |
|
Qtr |
|
4.28 |
|
|
6.85 |
|
|
Diff |
|
5.01 |
|
|
8.62 |
|
Qtr |
|
4.97 |
|
|
14.93 |
|
################################## |
|
4.83 |
|
|
5.39 |
|
-2.2 |
|
2.87 |
|
|
12.46 |
|
|
6/30/2006 |
|
3.94 |
|
|
16.06 |
|
-2.45 |
|
3.57 |
|
|
32.9 |
|
-0.01 |
|
4.04 |
|
|
7.66 |
|
-0.69 |
|
1.92 |
|
|
-7.44 |
|
|
Qtr |
|
3.01 |
|
|
-9.47 |
|
-1.65 |
|
2.38 |
|
|
-25.12 |
|
2006 |
|
3.08 |
|
|
-0.36 |
|
-1.51 |
|
0.23 |
|
Standard Deviation |
7.24 |
|
|
-1.55 |
|
1.67 |
|
Standard Deviation |
8.15 |
|
-0.8 |
|
-0.14 |
|
Standard Deviation |
16.66 |
|
|
YTD |
|
0.67 |
|
Standard Deviation |
3.97 |
|
2006 |
|
6 Yr |
|
Beta |
0.9 |
|
|
-1.01 |
|
6 Yr |
|
Beta |
0.84 |
|
6/28/1905 |
|
6 Yr |
|
Beta |
0.98 |
|
|
0.05 |
|
6 Yr |
|
Beta |
0.95 |
|
|
YTD |
|
1.17 |
|
Annualized Alpha |
-1.06 |
-0.0106 |
|
-0.54 |
|
2.66 |
|
Annualized Alpha |
0.36 |
0.0036 |
|
YTD |
|
-0.38 |
|
Annualized Alpha |
-0.56 |
-0.0056 |
|
-0.13 |
|
6.22 |
|
Annualized Alpha |
0.32 |
0.0032 |
|
1.55 |
|
46 |
|
R-Squared |
0.93 |
|
|
2006.00 |
|
42 |
|
R-Squared |
0.98 |
|
5.44 |
|
66 |
|
R-Squared |
0.99 |
|
0.18 |
|
10 |
|
R-Squared |
0.99 |
|
1/2/1900 |
|
3.27 |
|
0.1 |
|
|
YTD |
|
2.62 |
|
0.24 |
|
1/5/1900 |
|
-0.09 |
|
0.04 |
|
2005 |
|
6.12 |
|
0.77 |
|
-1.29 |
|
25 |
|
0.78 |
|
|
3.74 |
|
43 |
|
2.32 |
|
################################## |
|
62 |
|
0.72 |
|
1/2/1900 |
|
11 |
|
3.23 |
|
2005 |
|
7.24 |
|
2.11 |
|
|
3.51 |
|
7.59 |
|
1.94 |
|
2005 |
|
10.48 |
|
1.73 |
|
2.8 |
|
6.48 |
|
0.41 |
|
8.74 |
|
3.08 |
|
-0.73 |
|
|
0.23 |
|
3.69 |
|
-0.14 |
|
12.84 |
|
3.47 |
|
-0.36 |
|
0.15 |
|
5.65 |
|
0.17 |
|
1/7/1900 |
|
0.93 |
|
Policy |
Policy |
|
|
2005 |
|
2.31 |
|
Policy |
Policy |
|
13.21 |
|
0.54 |
|
Policy |
Policy |
|
2004 |
|
4.87 |
|
Policy |
LBAB |
|
1.35 |
|
-0.45 |
|
8 |
|
|
9 |
|
1.22 |
|
7 |
|
-0.37 |
|
-1.21 |
|
7 |
|
3.36 |
|
3.85 |
|
8 |
|
2004 |
|
-2.77 |
|
12 |
|
|
9.06 |
|
-0.93 |
|
13 |
|
2004 |
|
-5.26 |
|
13 |
|
1/3/1900 |
|
1.77 |
|
12 |
|
3.59 |
|
7 Yr |
|
60 |
|
|
-0.06 |
|
7 Yr |
|
55 |
|
12.55 |
|
7 Yr |
|
65 |
|
-0.32 |
|
7 Yr |
|
55 |
|
8.81 |
|
2.79 |
|
-6.08 |
|
|
2004 |
|
2.81 |
|
-9.11 |
|
15.46 |
|
-0.19 |
|
-17.68 |
|
2003 |
|
5.94 |
|
-2.44 |
|
-5.22 |
|
46 |
|
9.59 |
|
|
7.95 |
|
51 |
|
10.54 |
|
-2.91 |
|
80 |
|
16.08 |
|
5.52 |
|
7 |
|
5.88 |
|
2003 |
|
3.87 |
|
15.67 |
|
|
10.73 |
|
3.08 |
|
19.65 |
|
2003 |
|
0.84 |
|
33.76 |
|
5.44 |
|
5.87 |
|
8.32 |
|
12.61 |
|
29 |
|
-6.91 |
|
|
-2.78 |
|
43 |
|
-11.04 |
|
24.55 |
|
62 |
|
-24.41 |
|
0.08 |
|
9 |
|
-0.81 |
|
16.1 |
|
7.12 |
|
Standard Deviation |
7.79 |
|
|
2003 |
|
7.15 |
|
Standard Deviation |
9.55 |
|
24.8 |
|
8.46 |
|
Standard Deviation |
16.85 |
|
2002 |
|
5.98 |
|
Standard Deviation |
4.16 |
|
-3.49 |
|
4.08 |
|
1 |
|
|
14.37 |
|
3.93 |
|
1 |
|
-0.25 |
|
3.29 |
|
1 |
|
9.39 |
|
5.33 |
|
1 |
|
2002 |
|
2.49 |
|
0 |
|
|
17.04 |
|
2.83 |
|
0 |
|
2002 |
|
1.49 |
|
0 |
|
9.11 |
|
4.69 |
|
0 |
|
-5.61 |
|
1.22 |
|
1 |
|
|
-2.67 |
|
2.04 |
|
1 |
|
-19.84 |
|
0.16 |
|
1 |
|
0.28 |
|
3.9 |
|
1 |
|
-6.21 |
|
-0.64 |
|
0.29 |
|
|
2002 |
|
0.42 |
|
0.23 |
|
-19.57 |
|
-1.78 |
|
0.08 |
|
2001 |
|
2.24 |
|
0.72 |
|
0.6 |
|
8 Yr |
|
2.25 |
|
|
-7.32 |
|
8 Yr |
|
2.22 |
|
-0.27 |
|
8 Yr |
|
1.34 |
|
13.48 |
|
8 Yr |
|
3 |
|
2001 |
|
4.76 |
|
0 |
|
|
-8.77 |
|
4.22 |
|
0 |
|
6/23/1905 |
|
2.19 |
|
0 |
|
1/13/1900 |
|
5.62 |
|
0 |
|
-13.1 |
|
23 |
|
Diff |
|
|
1.45 |
|
44 |
|
Diff |
|
-26 |
|
76 |
|
Diff |
|
0.07 |
|
2 |
|
Diff |
|
-8.19 |
|
4.49 |
|
0 |
|
|
6/23/1905 |
|
4.5 |
|
1 |
|
-26.85 |
|
3.35 |
|
0 |
|
2000 |
|
5.47 |
|
-1 |
|
################################ |
|
27 |
|
0 |
|
|
-9.99 |
|
39 |
|
|
-1 |
|
0.85 |
|
50 |
|
|
0 |
|
6.57 |
|
6 |
|
|
1 |
|
2000 |
|
7.72 |
|
|
-20 |
|
|
-12.48 |
|
7.36 |
|
-10 |
|
2000 |
|
8.87 |
|
-30 |
|
6.72 |
|
5.47 |
|
-10 |
|
17.54 |
|
4.6 |
|
0.47 |
|
|
2.49 |
|
5.18 |
|
|
1.67 |
|
8.31 |
|
4.67 |
|
|
-0.29 |
|
-0.15 |
|
4.89 |
|
|
0.17 |
|
10.29 |
|
3.39 |
|
|
-2.74 |
|
|
2000 |
|
4.04 |
|
-1.92 |
|
11.3 |
|
3.32 |
|
-1.15 |
|
1999 |
|
4.42 |
|
-0.49 |
|
7.25 |
|
2.19 |
|
-3.21 |
|
|
9.62 |
|
3.24 |
|
-3.59 |
|
-2.99 |
|
2.22 |
|
-0.86 |
|
################################## |
|
3.78 |
|
-0.66 |
|
1999 |
|
0.09 |
|
-0.53 |
|
|
9.76 |
|
1.8 |
|
1.57 |
|
1999 |
|
-0.2 |
|
-0.71 |
|
-1.48 |
|
2.64 |
|
0.45 |
|
19.87 |
|
Fiscal Year Returns Ending September |
|
-0.55 |
|
|
-0.14 |
|
Fiscal Year Returns Ending September |
|
-1.4 |
|
1/20/1900 |
|
Fiscal Year Returns Ending September |
|
-0.19 |
|
0.38 |
|
Fiscal Year Returns Ending September |
|
-0.19 |
|
1/6/1900 |
|
Fund |
|
-0.1 |
|
|
1999 |
|
Fund |
|
-0.16 |
|
27.81 |
|
Fund |
|
-0.02 |
|
1998 1997 |
|
Fund |
|
-0.05 |
|
13.1 |
|
Return |
|
-1.06 |
|
|
1/13/1900 |
|
Return |
|
|
0.36 |
|
-6.91 |
|
Return |
|
|
-0.56 |
|
Returns in Up Markets |
|
Return |
|
|
0.32 |
|
1998 1997 |
|
%-tile |
|
|
-0.07 |
|
|
15.47 |
|
%-tile |
|
-0.02 |
|
1998 1997 |
|
%-tile |
|
-0.01 |
|
Fund |
|
%-tile |
|
-0.01 |
|
Returns in Up Markets |
|
Policy |
|
-0.19 |
|
|
-2.23 |
|
Policy |
|
|
0.01 |
|
Returns in Up Markets |
|
Policy |
|
|
-0.04 |
|
LBAB |
|
LBAB |
|
|
0.05 |
|
Fund |
|
Return |
|
|
-1.47 |
|
|
1998 1997 |
|
Return |
|
0.1 |
|
Fund |
|
Return |
|
-0.62 |
|
Ratio |
|
Return |
|
0.23 |
|
Policy |
|
%-tile |
|
2.11 |
|
|
Returns in Up Markets |
|
%-tile |
|
1.94 |
|
Policy |
|
QU. FUND |
%-tile |
|
1.73 |
|
3 Yr |
|
%-tile |
|
0.41 |
|
Ratio |
|
Universe |
|
|
8 Yr |
|
|
Fund |
|
Universe |
|
8 Yr |
|
Ratio |
|
UNIVERSE |
Universe |
|
8 Yr |
|
6.8 |
|
Universe |
|
8 Yr |
|
3 Yr |
|
5th %-tile |
|
# of Negative Qtrs |
|
|
Policy |
|
5th %-tile |
|
# of Negative Qtrs |
|
3 Yr |
|
POLICY |
5th %-tile |
|
# of Negative Qtrs |
|
7.3 |
|
5th %-tile |
|
# of Negative Qtrs |
|
1/8/1900 |
|
25th %-tile |
|
|
# of Positive Qtrs |
|
|
Ratio |
|
25th %-tile |
|
# of Positive Qtrs |
|
19.5 |
|
25th %-tile |
|
# of Positive Qtrs |
|
92.7 |
|
25th %-tile |
|
# of Positive Qtrs |
|
10.4 |
|
QU. FUND |
50th %-tile |
|
Batting Average |
|
|
3 Yr |
|
QU. FUND |
50th %-tile |
|
Batting Average |
|
1/20/1900 |
|
50th %-tile |
|
Batting Average |
|
5 Yr |
|
QU. FUND |
50th %-tile |
|
Batting Average |
|
85.8 |
|
UNIVERSE |
75th %-tile |
|
Worst Qtr |
|
|
11.5 |
|
UNIVERSE |
75th %-tile |
|
Worst Qtr |
|
95.8 |
|
75th %-tile |
|
Worst Qtr |
|
10.4 |
|
UNIVERSE |
75th %-tile |
|
Worst Qtr |
|
5 Yr |
|
POLICY |
95th %-tile |
|
Best Qtr |
|
|
1/12/1900 |
|
POLICY |
95th %-tile |
|
Best Qtr |
|
5 Yr |
|
95th %-tile |
|
Best Qtr |
|
10.6 |
|
POLICY |
95th %-tile |
|
Best Qtr |
|
1/12/1900 |
|
Qtr |
|
Range |
|
|
89.9 |
|
Qtr |
|
Range |
|
25.1 |
|
Qtr |
|
Range |
|
97.5 |
|
Qtr |
|
Range |
|
14.9 |
|
-2.2 |
-0.022 |
|
Worst 4 Qtrs |
|
|
5 Yr |
|
|
-1.55 |
-0.0155 |
|
Worst 4 Qtrs |
|
1/25/1900 |
|
-2.45 |
-0.0245 |
|
Worst 4 Qtrs |
|
8 Yr |
|
-0.09 |
-0.0009 |
|
Worst 4 Qtrs |
|
81.8 |
|
|
53 |
|
Standard Deviation |
|
|
14 |
|
|
61 |
|
Standard Deviation |
|
97.4 |
|
57 |
|
Standard Deviation |
|
10 |
|
58 |
|
Standard Deviation |
|
8 Yr |
|
|
-0.69 |
-0.0069 |
|
Beta |
|
|
1/16/1900 |
|
|
-1.01 |
-0.0101 |
|
Beta |
|
8 Yr |
|
-1.65 |
-0.0165 |
|
Beta |
|
10.1 |
|
-0.08 |
-0.0008 |
|
Beta |
|
1/15/1900 |
|
|
6 |
|
|
Annualized Alpha |
|
|
86.5 |
|
32 |
|
Annualized Alpha |
|
28 |
|
27 |
|
Annualized Alpha |
|
98.9 |
|
58 |
|
Annualized Alpha |
|
13.6 |
|
-0.59 |
|
R-Squared |
|
|
8 Yr |
|
0.05 |
|
R-Squared |
|
30.3 |
|
-0.05 |
|
R-Squared |
|
12/31/1997 |
|
1.01 |
|
R-Squared |
|
114.9 |
|
-1.66 |
|
Sharpe Ratio |
|
|
16.5 |
|
-0.88 |
|
Sharpe Ratio |
|
92.4 |
|
-1.6 |
|
Sharpe Ratio |
|
Incept |
|
0.47 |
|
Sharpe Ratio |
|
12/31/1997 |
|
-2.15 |
|
Treynor Ratio |
|
|
18.4 |
|
-1.34 |
|
Treynor Ratio |
|
12/31/1997 |
|
-2.27 |
|
Treynor Ratio |
|
9.8 |
|
0.01 |
|
Treynor Ratio |
|
Incept |
|
-2.82 |
|
Tracking Error |
|
|
89.8 |
|
-2.04 |
|
Tracking Error |
|
Incept |
|
-3.29 |
|
Tracking Error |
|
9.9 |
|
-0.26 |
|
Tracking Error |
|
1/17/1900 |
|
-3.64 |
|
Information Ratio |
|
|
12/31/1997 |
|
-3.38 |
|
|
Information Ratio |
|
29.2 |
|
-5.18 |
|
|
Information Ratio |
|
98.9 |
|
-0.86 |
|
|
Information Ratio |
|
13.9 |
|
YTD |
|
|
Fund |
|
|
Incept |
|
YTD |
|
Fund |
|
31.1 |
|
YTD |
|
Fund |
|
Returns in Down Markets |
|
YTD |
|
Fund |
|
5/3/1900 |
|
1.55 |
|
13 |
|
|
17.7 |
|
3.74 |
|
|
13 |
|
94.1 |
|
5.44 |
|
13 |
|
Fund |
|
0.05 |
|
|
10 |
|
Returns in Down Markets |
|
57 |
|
|
19 |
|
|
19.1 |
|
43 |
|
19 |
|
Returns in Down Markets |
|
43 |
|
19 |
|
LBAB |
|
62 |
|
22 |
|
Fund |
|
2.84 |
|
50 |
|
|
92.8 |
|
3.51 |
|
53.13 |
|
Fund |
|
5.91 |
|
37.5 |
|
Ratio |
|
-0.13 |
|
50 |
|
Policy |
|
31 |
|
|
-7.29 |
|
|
Returns in Down Markets |
|
49 |
|
-7.44 |
|
Policy |
|
34 |
|
-17.97 |
|
3 Yr |
|
69 |
|
-2.27 |
|
Ratio |
|
4.94 |
|
14.62 |
|
|
Fund |
|
5.82 |
|
12.53 |
|
Ratio |
|
8.83 |
|
|
19.75 |
|
-2.5 |
|
3.97 |
|
5.39 |
|
3 Yr |
|
3.2 |
|
|
21.91 |
|
|
Policy |
|
4.41 |
|
19.97 |
|
3 Yr |
|
6.41 |
|
37.72 |
|
-2.9 |
|
1.99 |
|
7.66 |
|
################################ |
|
2004 FUND |
1.75 |
0.0175 |
|
-13.1 |
|
|
Ratio |
|
2004 FUND |
3.47 |
0.0347 |
|
-9.99 |
|
-6.7 |
|
2004 FUND |
5.19 |
0.0519 |
|
-26 |
|
86.4 |
|
2004 FUND |
0.39 |
0.0039 |
|
-1.19 |
|
-2.4 |
|
UNIVERSE |
0.93 |
|
9.35 |
|
|
3 Yr |
|
UNIVERSE |
2.59 |
|
8.86 |
|
################################## |
|
UNIVERSE |
3.83 |
|
16.9 |
|
5 Yr |
|
UNIVERSE |
-0.28 |
|
3.96 |
|
170.8 |
|
POLICY |
-0.65 |
-0.0065 |
|
1.15 |
|
|
-2.5 |
|
POLICY |
0.74 |
0.0074 |
|
0.89 |
|
4/30/1900 |
|
POLICY |
0.98 |
0.0098 |
|
0.94 |
|
-2 |
|
POLICY |
-1.24 |
-0.0124 |
|
0.96 |
|
5 Yr |
|
2005 |
|
|
-0.28 |
|
|
############################## |
|
2005 |
|
0.2 |
0.002 |
|
5 Yr |
|
2005 |
|
-0.95 |
|
|
-2.6 |
|
2005 |
|
0.38 |
0.0038 |
|
################################ |
|
8.74 |
|
0.8 |
0.008 |
|
4/3/1900 |
|
|
9 |
|
|
0.97 |
|
-28.4 |
|
12.84 |
|
0.97 |
|
80 |
|
2.95 |
|
0.98 |
|
################################ |
|
|
45 |
|
|
0.16 |
|
|
5 Yr |
|
|
65 |
|
0.1 |
|
################################## |
|
67 |
|
-0.07 |
|
8 Yr |
|
36 |
|
0.59 |
|
101.6 |
|
|
7.39 |
|
1.28 |
|
|
-12 |
|
|
9.06 |
|
1.04 |
|
102 |
|
|
13.21 |
|
|
-1.17 |
|
-2.2 |
|
2.8 |
|
|
2.43 |
|
8 Yr |
|
|
67 |
|
|
4.37 |
|
|
############################## |
|
64 |
|
1.93 |
|
8 Yr |
|
|
63 |
|
3.29 |
|
-2.8 |
|
40 |
|
0.56 |
|
################################ |
|
15.54 |
|
0.06 |
|
|
83.2 |
|
13.61 |
|
-0.15 |
|
-26.5 |
|
|
19.67 |
|
|
-0.35 |
|
78.2 |
|
7.26 |
|
|
0.27 |
|
-9.1 |
|
10.79 |
|
|
Policy |
|
|
8 Yr |
|
11.05 |
|
Policy |
|
-26.3 |
|
16.32 |
|
Policy |
|
12/31/1997 |
|
3.57 |
|
LBAB |
|
122.6 |
|
2003 FUND |
8.38 |
0.0838 |
|
12 |
|
|
-11.5 |
|
2003 FUND |
9.6 |
0.096 |
|
13 |
|
100.5 |
|
2003 FUND |
14.05 |
0.1405 |
|
13 |
|
Incept |
|
2003 FUND |
2.54 |
0.0254 |
|
11 |
|
12/31/1997 |
|
UNIVERSE |
6.67 |
|
20 |
|
|
-12.9 |
|
UNIVERSE |
8.55 |
|
19 |
|
12/31/1997 |
|
UNIVERSE |
12.31 |
|
19 |
|
-2.2 |
|
UNIVERSE |
1.72 |
|
21 |
|
Incept |
|
POLICY |
4.85 |
0.0485 |
|
50 |
|
|
88.6 |
|
POLICY |
6.64 |
0.0664 |
|
46.87 |
|
Incept |
|
POLICY |
9.39 |
0.0939 |
|
62.5 |
|
-2.8 |
|
POLICY |
0.86 |
0.0086 |
|
50 |
|
-11.1 |
|
2004 |
|
|
-6.08 |
|
|
12/31/1997 |
|
2004 |
|
-9.11 |
|
-26.5 |
|
2004 |
|
-17.68 |
|
78.2 |
|
2004 |
|
-2.44 |
|
-9.1 |
|
3.59 |
|
9.59 |
|
|
Incept |
|
|
7.95 |
|
|
12.55 |
|
-26.3 |
|
12.55 |
|
21.3 |
|
3.36 |
|
5.88 |
|
122.6 |
|
|
89 |
|
|
15.67 |
|
|
-11.5 |
|
|
86 |
|
21.66 |
|
100.5 |
|
74 |
|
38.98 |
|
45 |
|
8.32 |
|
|
|
8.81 |
|
-8.19 |
|
|
-12.9 |
|
|
10.73 |
|
-12.48 |
|
15.46 |
|
|
-26.85 |
|
3.68 |
|
|
-2.05 |
|
|
|
20 |
|
|
7.26 |
|
|
88.6 |
|
39 |
|
9.86 |
|
40 |
|
17.76 |
|
38 |
|
4.1 |
|
|
|
10.94 |
|
1 |
|
|
14.99 |
|
1 |
|
21.62 |
|
|
1 |
|
12.2 |
|
|
1 |
|
7.91 |
|
|
0 |
|
|
11.83 |
|
0 |
|
16.66 |
|
0 |
|
4.61 |
|
0 |
|
2002 FUND |
6.12 |
0.0612 |
|
1 |
|
|
2002 FUND |
10.15 |
0.1015 |
|
1 |
|
2002 FUND |
14.67 |
0.1467 |
|
1 |
|
2002 FUND |
3.13 |
0.0313 |
|
1 |
|
UNIVERSE |
4.75 |
|
0.17 |
|
|
UNIVERSE |
8.7 |
|
0.12 |
|
UNIVERSE |
12 |
|
0 |
|
UNIVERSE |
1.77 |
|
0.53 |
|
POLICY |
2.57 |
0.0257 |
|
1.2 |
|
|
POLICY |
6.48 |
0.0648 |
|
1.21 |
|
POLICY |
8.32 |
0.0832 |
|
0.06 |
|
|
|
POLICY |
0.72 |
0.0072 |
|
2.18 |
|
2003 |
|
|
0 |
|
|
2003 |
|
0 |
|
2003 |
|
0 |
|
2003 |
|
0 |
|
12.61 |
|
Diff |
|
|
|
|
14.37 |
|
|
Diff |
|
24.55 |
|
Diff |
|
5.52 |
|
Diff |
|
|
|
81 |
|
|
1 |
|
|
|
|
83 |
|
0 |
|
39 |
|
0 |
|
41 |
|
-1 |
|
|
|
16.1 |
|
-1 |
|
|
|
|
17.04 |
|
0 |
|
|
|
24.8 |
|
|
0 |
|
5.44 |
|
|
1 |
|
|
|
32 |
|
|
0 |
|
|
|
|
41 |
|
6.26 |
|
35 |
|
-25 |
|
42 |
|
0 |
|
|
|
22.09 |
|
-1.21 |
|
|
24.7 |
|
1.67 |
|
28.67 |
|
|
-0.29 |
|
26.81 |
|
|
0.17 |
|
16.73 |
|
|
5.03 |
|
|
18.26 |
|
-0.02 |
|
25.6 |
|
-1.55 |
|
7.58 |
|
-0.49 |
|
2001 FUND |
14.81 |
0.1481 |
|
6.24 |
|
|
2001 FUND |
16.46 |
0.1646 |
|
-1.69 |
|
2001 FUND |
23.88 |
0.2388 |
|
-1.26 |
|
2001 FUND |
4.69 |
0.0469 |
|
-0.66 |
|
UNIVERSE |
13.16 |
|
-4.91 |
|
|
UNIVERSE |
15.04 |
|
2.49 |
|
UNIVERSE |
21.74 |
|
0.85 |
|
UNIVERSE |
2.87 |
|
0.86 |
|
POLICY |
10.95 |
0.1095 |
|
2.09 |
|
|
POLICY |
12.88 |
0.1288 |
|
-1 |
|
POLICY |
17.95 |
0.1795 |
|
-0.86 |
|
POLICY |
1.6 |
0.016 |
|
-0.14 |
|
2002 |
|
|
0.15 |
|
|
2002 |
|
-0.11 |
|
2002 |
|
-0.06 |
|
2002 |
|
-0.04 |
|
-5.61 |
|
-0.28 |
|
|
|
|
-7.32 |
|
|
0.2 |
|
-19.84 |
|
-0.95 |
|
9.39 |
|
0.38 |
|
|
|
30 |
|
|
-0.2 |
|
|
|
|
38 |
|
-0.03 |
|
82 |
|
-0.03 |
|
9 |
|
-0.02 |
|
|
|
-6.21 |
|
-0.01 |
|
|
|
|
-8.77 |
|
-0.02 |
|
-19.57 |
|
|
-0.07 |
|
9.11 |
|
|
0.06 |
|
|
|
36 |
|
|
0.08 |
|
|
60 |
|
-0.17 |
|
80 |
|
-1.23 |
|
10 |
|
0.25 |
|
-0.1 |
|
4.37 |
|
|
-2.07 |
|
1.93 |
|
-6.68 |
|
|
3.29 |
|
10.2 |
|
|
0.56 |
|
-5 |
|
|
Incept |
|
|
-6.36 |
|
Incept |
|
-14.77 |
|
Incept |
|
7.74 |
|
Incept |
|
2000 FUND |
-7.47 |
-0.0747 |
|
# of Negative Qtrs |
|
|
2000 FUND |
-8.27 |
-0.0827 |
|
# of Negative Qtrs |
|
2000 FUND |
-17.4 |
-0.174 |
|
# of Negative Qtrs |
|
2000 FUND |
6.13 |
0.0613 |
|
# of Negative Qtrs |
|
UNIVERSE |
-9.3 |
|
# of Positive Qtrs |
|
|
UNIVERSE |
-9.62 |
|
# of Positive Qtrs |
|
UNIVERSE |
-19.17 |
|
# of Positive Qtrs |
|
UNIVERSE |
4.06 |
|
# of Positive Qtrs |
|
POLICY |
-13.12 |
-0.1312 |
|
Batting Average |
|
|
POLICY |
-12.89 |
-0.1289 |
|
Batting Average |
|
POLICY |
-21.85 |
-0.2185 |
|
Batting Average |
|
POLICY |
-4.43 |
-0.0443 |
|
Batting Average |
|
2001 |
|
Worst Qtr |
|
|
2001 |
|
Worst Qtr |
|
2001 |
|
Worst Qtr |
|
2001 |
|
Worst Qtr |
|
-13.1 |
|
Best Qtr |
|
|
|
|
-9.99 |
|
Best Qtr |
|
-26 |
|
Best Qtr |
|
13.48 |
|
Best Qtr |
|
|
|
50 |
|
Range |
|
|
|
|
34 |
|
Range |
|
49 |
|
Range |
|
9 |
|
Range |
|
|
|
-8.19 |
|
Worst 4 Qtrs |
|
|
|
|
-12.48 |
|
Worst 4 Qtrs |
|
-26.85 |
|
Worst 4 Qtrs |
|
13.41 |
|
Worst 4 Qtrs |
|
|
|
20 |
|
Standard Deviation |
|
|
57 |
|
Standard Deviation |
|
55 |
|
Standard Deviation |
|
10 |
|
Standard Deviation |
|
-0.06 |
|
Beta |
|
|
1.7 |
|
Beta |
|
-4.03 |
|
Beta |
|
13.98 |
|
Beta |
|
-9.38 |
|
Annualized Alpha |
|
|
-8.16 |
|
Annualized Alpha |
|
-18.09 |
|
Annualized Alpha |
|
12.52 |
|
Annualized Alpha |
|
-13.28 |
|
R-Squared |
|
|
-11.89 |
|
R-Squared |
|
-26.09 |
|
R-Squared |
|
11.24 |
|
R-Squared |
|
-18.03 |
|
Sharpe Ratio |
|
|
-14.99 |
|
Sharpe Ratio |
|
-29.41 |
|
Sharpe Ratio |
|
9.07 |
|
Sharpe Ratio |
|
-27.97 |
|
Treynor Ratio |
|
|
-23.03 |
|
Treynor Ratio |
|
-40.11 |
|
Treynor Ratio |
|
-11.92 |
|
Treynor Ratio |
|
2000 |
|
Tracking Error |
|
|
2000 |
|
Tracking Error |
|
2000 |
|
Tracking Error |
|
2000 |
|
Tracking Error |
|
17.54 |
|
Information Ratio |
|
|
9.62 |
|
Information Ratio |
|
8.31 |
|
Information Ratio |
|
6.57 |
|
Information Ratio |
|
40 |
|
Fund |
|
|
57 |
|
Fund |
|
76 |
|
Fund |
|
24 |
|
Fund |
|
10.29 |
|
13 |
|
|
9.76 |
|
13 |
|
11.3 |
|
13 |
|
6.72 |
|
10 |
|
83 |
|
21 |
|
|
56 |
|
21 |
|
60 |
|
21 |
|
20 |
|
24 |
|
42.84 |
|
52.94 |
|
|
26.86 |
|
55.88 |
|
39.41 |
|
41.18 |
|
7.97 |
|
50 |
|
22.79 |
|
-7.29 |
|
|
14.64 |
|
-7.44 |
|
18.86 |
|
-17.97 |
|
6.53 |
|
-2.27 |
|
15.95 |
|
14.62 |
|
|
10.34 |
|
12.53 |
|
12.71 |
|
19.75 |
|
5.96 |
|
5.39 |
|
11.77 |
|
21.91 |
|
|
7.33 |
|
19.97 |
|
8.63 |
|
37.72 |
|
5.16 |
|
7.66 |
|
4.56 |
|
-13.1 |
|
|
1.83 |
|
-9.99 |
|
0.56 |
|
|
-26 |
|
-0.46 |
|
-1.19 |
|
1999 |
|
9.64 |
|
|
1999 |
|
9.13 |
|
1999 |
|
17.02 |
|
1999 |
|
3.86 |
|
19.87 |
|
1.19 |
|
|
13.24 |
|
0.9 |
|
20.9 |
|
|
0.94 |
|
-1.1 |
|
0.96 |
|
11 |
|
0.27 |
|
|
67 |
|
0.42 |
|
65 |
|
-0.69 |
|
68 |
|
0.38 |
|
6.77 |
|
0.79 |
|
|
15.47 |
|
0.97 |
|
27.81 |
|
0.97 |
|
-1.48 |
|
0.98 |
|
74 |
|
0.3 |
|
|
56 |
|
0.24 |
|
31 |
|
0.04 |
|
72 |
|
0.62 |
|
26.47 |
|
2.47 |
|
|
28.58 |
|
2.41 |
|
40.46 |
|
|
0.8 |
|
7.11 |
|
2.48 |
|
13.76 |
|
4.61 |
|
|
18.67 |
|
1.92 |
|
28.69 |
|
3.22 |
|
2.41 |
|
0.54 |
|
10.38 |
|
0.25 |
|
|
16.03 |
|
-0.04 |
|
26.5 |
|
|
-0.31 |
|
0.41 |
|
0.26 |
|
6.34 |
|
Policy |
|
|
10.58 |
|
Policy |
|
16.74 |
|
Policy |
|
-1.8 |
|
LBAB |
|
0.34 |
|
12 |
|
|
1.01 |
|
13 |
|
1.4 |
|
13 |
|
-4.55 |
|
11 |
|
1998 |
|
22 |
|
|
1998 |
|
21 |
|
1998 |
|
21 |
|
1998 |
|
23 |
|
12.72 |
|
47.06 |
|
|
11.15 |
|
44.12 |
|
12.16 |
|
58.82 |
|
15.8 |
|
50 |
|
9 |
|
-6.08 |
|
|
8.53 |
|
-9.11 |
|
8.45 |
|
-17.68 |
|
10.74 |
|
-2.44 |
|
6.63 |
|
9.59 |
|
|
5.82 |
|
12.55 |
|
4.3 |
|
21.3 |
|
8.67 |
|
5.88 |
|
2.85 |
|
15.67 |
|
|
0.84 |
|
21.66 |
|
-2.15 |
|
38.98 |
|
6.54 |
|
8.32 |
|
-7.09 |
|
-8.19 |
|
|
-8.65 |
|
-12.48 |
|
-12.7 |
|
-26.85 |
|
-3.43 |
|
-2.05 |
|
7.2 |
|
|
9.92 |
|
17.77 |
|
4 |
|
1 |
|
|
1 |
|
1 |
|
1 |
|
0 |
|
|
0 |
|
0 |
|
0 |
|
1 |
|
|
1 |
|
1 |
|
1 |
|
0.25 |
|
|
0.23 |
|
0.1 |
|
0.56 |
|
1.79 |
|
|
2.25 |
|
1.74 |
|
2.24 |
|
0 |
|
|
0 |
|
0 |
|
0 |
|
Diff |
|
|
Diff |
|
Diff |
|
Diff |
|
1 |
|
|
0 |
|
0 |
|
-1 |
|
-1 |
|
|
0 |
|
0 |
|
1 |
|
5.88 |
|
|
11.76 |
|
-17.64 |
|
0 |
|
-1.21 |
|
|
1.67 |
|
-0.29 |
|
0.17 |
|
5.03 |
|
|
-0.02 |
|
-1.55 |
|
-0.49 |
|
6.24 |
|
|
-1.69 |
|
-1.26 |
|
-0.66 |
|
-4.91 |
|
|
2.49 |
|
0.85 |
|
0.86 |
|
2.44 |
|
|
-0.79 |
|
-0.75 |
|
-0.14 |
|
0.19 |
|
|
-0.1 |
|
-0.06 |
|
-0.04 |
|
0.27 |
|
|
0.42 |
|
-0.69 |
|
0.38 |
|
-0.21 |
|
|
-0.03 |
|
-0.03 |
|
-0.02 |
|
0.05 |
|
|
0.01 |
|
-0.06 |
|
0.06 |
|
0.68 |
|
|
0.16 |
|
-0.94 |
|
0.24 |
|
4.61 |
|
|
1.92 |
|
3.22 |
|
0.54 |
|
5.08 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|