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Sunrise
Police |
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Performance Evaluation Summary |
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September 30, 2005 |
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Current |
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Quarter |
One Year |
Three Years |
Five Years |
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2004 |
2003 |
2002 |
2001 |
2000 |
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DHJ TOTAL FUND
PORTFOLIO |
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Return |
2.04% |
8.74% |
8.25% |
0.80% |
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5.27% |
13.64% |
-6.40% |
-4.46% |
1.47% |
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Ranking (55%
Br.Lg.Growth Core & 45% Br. Fixed) |
53 |
45 |
82 |
40 |
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61 |
98 |
21 |
32 |
27 |
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Policy (55%
S&P 500 & 45% LBIGC) |
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1.76% |
7.39% |
10.70% |
3.16% |
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7.37% |
17.65% |
-6.27% |
-1.65% |
1.22% |
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DHJ LARGE GROWTH
PORTFOLIO |
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Return |
3.40% |
12.97% |
12.30% |
-4.86% |
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6.06% |
23.08% |
-20.58% |
-16.13% |
-6.27% |
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Ranking (Br.Lg.Growth
Core) |
81 |
57 |
82 |
35 |
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66 |
83 |
14 |
31 |
22 |
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Policy (S&P 500) |
3.61% |
12.25% |
16.72% |
-1.49% |
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10.88% |
28.68% |
-22.10% |
-11.88% |
-9.11% |
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(Russell 1000 Growth) |
4.01% |
11.60% |
14.74% |
-8.64% |
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6.30% |
29.75% |
-27.89% |
-20.42% |
-22.42% |
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DHJ FIXED INCOME
PORTFOLIO |
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Return |
-0.24% |
2.84% |
4.07% |
6.71% |
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3.95% |
4.25% |
10.32% |
8.80% |
10.45% |
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Ranking (Intmd. Fixed) |
7 |
14 |
26 |
7 |
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34 |
38 |
11 |
15 |
36 |
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Policy (LBIGC) |
-0.52% |
1.48% |
3.36% |
6.44% |
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3.04% |
4.38% |
10.95% |
8.43% |
11.95% |
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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 |
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a division of Gabriel,
Roeder, Smith, & Co. |
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Page 13 |
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