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Sunrise
Police |
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Performance Evaluation Summary |
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December 31, 2004 |
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Current |
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Quarter |
One Year |
Three Years |
Five Years |
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2003 |
2002 |
2001 |
2000 |
1999 |
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DHJ LARGE GROWTH
PORTFOLIO |
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Return |
10.86% |
6.06% |
1.21% |
-4.01% |
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23.08% |
-20.58% |
-16.13% |
-6.27% |
26.62% |
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Ranking (Br.Lg.Growth
Core) |
26 |
66 |
39 |
27 |
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83 |
14 |
31 |
22 |
75 |
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Policy (S&P 500) |
9.23% |
10.88% |
3.59% |
-2.30% |
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28.68% |
-22.10% |
-11.88% |
-9.11% |
21.04% |
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(Russell 1000 Growth) |
9.17% |
6.30% |
-0.18% |
-9.29% |
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29.75% |
-27.89% |
-20.42% |
-22.42% |
33.16% |
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DHJ FIXED INCOME
PORTFOLIO |
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Return |
0.70% |
3.95% |
6.13% |
7.52% |
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4.25% |
10.32% |
8.80% |
10.45% |
-0.08% |
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Ranking (Intmd. Fixed) |
54 |
33 |
10 |
13 |
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39 |
13 |
12 |
35 |
54 |
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Policy (LBIGC) |
0.43% |
3.04% |
6.07% |
7.69% |
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4.38% |
10.95% |
8.43% |
11.95% |
-2.05% |
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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 9 |
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