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Sunrise Police |
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Alpha & Beta:
5-Years Trailing (or Inception if Less) |
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March 31, 2010 |
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BETA |
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Current |
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Policy |
Mar-10 |
Dec-09 |
Sep-09 |
Jun-09 |
Mar-09 |
Dec-08 |
Sep-08 |
Jun-08 |
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Total Fund |
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20% R1000G, 20% R1000V, 20%BCAB A+, 20% BCIGC, 10%
S%P 400 & 10%R2000V |
0.90 |
0.90 |
0.91 |
0.91 |
0.93 |
0.98 |
0.94 |
0.91 |
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Managers, Total Fund |
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DHJ |
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50% R1000G, 50%BCIGC |
0.83 |
0.82 |
0.83 |
0.83 |
0.83 |
0.81 |
0.82 |
0.77 |
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Managers, Equities |
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DHJ |
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R1000G |
0.93 |
0.93 |
0.93 |
0.93 |
0.94 |
0.95 |
0.93 |
0.89 |
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Cohen & Steers |
R1000V |
0.88 |
0.88 |
0.87 |
0.89 |
0.90 |
0.98 |
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Buckhead Sm.Cap |
R2000V |
0.92 |
0.93 |
0.94 |
0.94 |
0.93 |
0.96 |
0.93 |
0.95 |
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Mutual of America |
S&P400 |
0.96 |
0.96 |
0.96 |
0.96 |
0.97 |
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Managers, Fixed Income |
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DHJ |
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BCIGC |
0.99 |
1.00 |
1.03 |
1.00 |
0.99 |
0.99 |
0.99 |
0.99 |
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DHJ A+ |
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BCAB(A+) |
0.96 |
0.97 |
1.01 |
0.98 |
0.99 |
1.05 |
1.17 |
1.14 |
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ALPHA |
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Total Fund |
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20% R1000G, 20% R1000V, 20%BCAB A+, 20% BCIGC, 10%
S%P 400 & 10%R2000V |
-0.50% |
-0.24% |
-0.16% |
-0.34% |
-0.28% |
-0.71% |
-0.72% |
-0.17% |
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Managers, Total Fund |
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DHJ |
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50% R1000G, 50%BCIGC |
1.89% |
2.04% |
2.22% |
1.84% |
1.64% |
1.32% |
1.00% |
1.18% |
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Managers, Equities |
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DHJ |
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R1000G |
0.10% |
0.62% |
0.88% |
0.95% |
1.06% |
0.20% |
0.49% |
0.40% |
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Cohen & Steers |
R1000V |
-3.82% |
-3.20% |
-4.91% |
-2.87% |
-2.46% |
-1.51% |
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Buckhead Sm. Cap |
R2000V |
-1.56% |
-1.04% |
-0.57% |
-1.17% |
0.15% |
-1.18% |
-0.22% |
0.19% |
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Mutual of America |
S&P400 |
-0.63% |
-0.73% |
-0.86% |
-0.20% |
0.15% |
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Managers, Fixed Income |
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DHJ |
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BCIGC |
1.54% |
1.47% |
1.22% |
0.97% |
0.73% |
0.77% |
0.71% |
0.73% |
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DHJ A+ |
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BCAB(A+) |
2.31% |
2.31% |
1.82% |
1.33% |
0.44% |
0.00% |
-0.39% |
0.48% |
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Page 23 |
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