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Sunrise Police |
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Performance
Evaluation Summary |
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March 31, 2010 |
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Current |
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Fiscal Year |
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Quarter |
FYTD |
One Year |
Three Years |
Five Years |
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2009 |
2008 |
2007 |
2006 |
2005 |
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TOTAL FUND(Net of
Fees)[Inception 12/31/1997] |
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Return |
3.46% |
7.36% |
29.53% |
0.43% |
3.23% |
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0.85% |
-11.57% |
11.96% |
6.57% |
8.42% |
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Ranking
(20% Br.Lg.Gr., 20% Br.Lg.Value Core, 20% Br.Fixed, 20% IFI & 10%
Br.SmVal.Core, 5% Br.Sm.Cap&5% Br.Lg.Cap) |
100 |
86 |
100 |
64 |
88 |
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83 |
11 |
34 |
81 |
93 |
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Policy
Return (20% R1000V, 20% R1000G, 20% BCAB A+, 20% BCIGC, 10% S&P 400 &
10% R2000V) |
4.92% |
8.57% |
34.49% |
0.78% |
4.13% |
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0.78% |
-10.79% |
11.03% |
8.28% |
9.06% |
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TOTAL EQUITIES |
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Return |
4.91% |
11.35% |
48.23% |
-4.44% |
1.22% |
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-8.67% |
-20.40% |
16.64% |
9.02% |
12.84% |
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Ranking
(33.3% Br.Lg.Gr., 33.3% Br.Lg.V.Core, 16.7% Br.Sm.Val.Core, 8.3% Br. Lg. Core
& 8.3% Br. Sm. Core) |
98 |
63 |
99 |
67 |
91 |
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85 |
49 |
35 |
81 |
84 |
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Policy Return (33.33%
R1000G, 33.33% R1000V, 16.67% S&P 400 &
16.67% R2000V) |
6.98% |
13.00% |
56.02% |
-3.46% |
2.69% |
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-6.66% |
-19.72% |
14.69% |
11.36% |
13.21% |
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TOTAL FIXED
INCOME |
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Return |
2.10% |
3.33% |
12.79% |
8.41% |
6.78% |
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14.87% |
3.98% |
6.10% |
3.48% |
2.95% |
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Ranking
(50% Intmd. Fixed & 50% Broad Fixed) |
52 |
39 |
63 |
2 |
9 |
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26 |
5 |
16 |
62 |
58 |
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Policy
Return (50% BCIGC & 50% BCAB A+) |
1.66% |
1.83% |
6.55% |
5.92% |
5.32% |
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9.82% |
3.56% |
5.48% |
3.67% |
2.80% |
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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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Page 8 |
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