|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sunrise Police |
|
| Performance
Evaluation Summary |
|
|
|
|
| March 31, 2008 |
|
|
Current |
|
|
Fiscal Year |
|
|
Quarter |
One Year |
Three Years |
Five Years |
|
2007 |
2006 |
2005 |
2004 |
2003 |
|
|
|
|
|
|
| DHJ TOTAL FUND
PORTFOLIO (EXCL. LBAB A+) |
|
|
|
|
|
Return |
-0.96% |
7.24% |
6.42% |
7.07% |
|
10.97% |
3.73% |
8.20% |
3.06% |
12.61% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ranking (55%
Br.Lg.Growth Conservative & 45% Intmd. Fixed) |
1 |
2 |
13 |
55 |
|
72 |
76 |
44 |
98 |
76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Policy (55%
Russell 1000G & 45% LBIGC) |
|
|
|
|
|
|
|
|
|
|
|
|
|
-4.33% |
3.75% |
6.18% |
7.57% |
|
12.99% |
4.97% |
7.07% |
5.45% |
16.84% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DHJ LARGE GROWTH
PORTFOLIO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Return |
-8.37% |
3.16% |
6.21% |
9.21% |
|
19.32% |
4.42% |
12.97% |
4.45% |
20.02% |
|
|
Ranking (Br.Large
Growth) |
6 |
17 |
42 |
63 |
|
46 |
65 |
63 |
88 |
63 |
|
|
Policy (R1000G) |
-10.18% |
-0.75% |
6.33% |
9.96% |
|
19.35% |
6.03% |
11.60% |
7.51% |
25.91% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DHJ FIXED INCOME
PORTFOLIO |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Return |
2.94% |
9.87% |
6.25% |
4.97% |
|
6.34% |
3.55% |
2.84% |
3.28% |
6.11% |
|
|
Ranking (Intmd. Fixed) |
8 |
3 |
2 |
9 |
|
2 |
27 |
30 |
58 |
38 |
|
|
Policy (LBIGC) |
3.01% |
8.90% |
5.67% |
4.36% |
|
5.44% |
3.54% |
1.48% |
2.66% |
5.99% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gold indicates
equal to or beat the index, or in upper 40% of universe |
|
| Red indicates
bottom 40% of universe |
|
|
|
|
|
|
|
|
|
|
Page 9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|