|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sunrise Police |
|
| Performance
Evaluation Summary |
|
|
| March 31, 2009 |
|
|
|
|
|
|
|
|
|
Current |
|
|
|
Fiscal Year |
|
|
|
|
Quarter |
YTD |
One Year |
Three Years |
Five Years |
|
2008 |
2007 |
2006 |
2005 |
2004 |
|
|
|
|
|
|
|
| TOTAL FUND(Net of
Fees) |
|
|
|
|
|
|
|
| Return |
-4.76% |
-16.42% |
-21.46% |
-5.68% |
-1.11% |
|
-11.57% |
11.96% |
6.57% |
8.42% |
7.44% |
|
|
|
| Ranking
(20% Br.Lg.Core, 20% Br.Lg.Value Core, 15% Br.Fixed, 25% IFI & 10%
Br.SmVal.Core, 10% Br.Small Cap) |
23 |
6 |
12 |
17 |
42 |
|
21 |
20 |
86 |
86 |
99 |
|
|
|
| Policy
Return (20% R1000V, 20% R1000G, 15% BCAB A+, 25% BCIGC, 10% S&P 400 &
10% R2000V) |
-6.97% |
-18.65% |
-23.25% |
-5.85% |
-0.92% |
|
-10.79% |
11.03% |
8.28% |
9.06% |
10.73% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TOTAL EQUITIES |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Return |
-7.98% |
-31.28% |
-37.67% |
-13.88% |
-5.21% |
|
-21.00% |
16.64% |
9.02% |
12.84% |
12.55% |
|
|
|
| Ranking
(66.6% Br.Lg.Core, 16.7% BSC & 16.7% Br.Sm.Val.Core) |
10 |
59 |
68 |
76 |
88 |
|
74 |
25 |
82 |
78 |
88 |
|
|
|
| Policy Return (66.6% S&P
500, 16.7% S&P 400 & 16.7% R2000V) |
-11.79% |
-32.40% |
-37.98% |
-13.66% |
-4.73% |
|
-19.72% |
14.69% |
11.36% |
13.21% |
15.46% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TOTAL FIXED
INCOME |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Return |
0.00% |
5.24% |
2.85% |
6.26% |
4.47% |
|
3.98% |
6.10% |
3.48% |
2.95% |
3.36% |
|
|
|
| Ranking
(62.5% Intmd. Fixed & 37.5% Broad Fixed) |
84 |
4 |
6 |
1 |
2 |
|
3 |
12 |
65 |
58 |
65 |
|
|
|
| Policy
Return (62.5% BCIGC & 37.5 % BCAB A+) |
-0.01% |
4.96% |
2.70% |
5.95% |
4.23% |
|
3.56% |
5.48% |
3.67% |
2.80% |
3.68% |
|
|
|
|
|
|
|
|
|
| Gold indicates
equal to or beat the index, or in upper 40% of universe |
|
| Red indicates
bottom 40% of universe |
|
|
|
|
|
|
|
|
Page 8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|