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Sunrise
Police |
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Performance
Evaluation Summary |
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June 30, 2007 |
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Current |
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Fiscal Year |
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Quarter |
One Year |
Three Years |
Five Years |
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2006 |
2005 |
2004 |
2003 |
2002 |
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TOTAL FUND(Net of
Fees) |
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Return |
3.66% |
13.15% |
7.87% |
7.59% |
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6.57% |
8.42% |
7.44% |
14.37% |
-7.32% |
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Ranking
(50% Br.Lg.Core, 40% Br.Fixed & 10% Br.SmVal.Core) |
49 |
77 |
90 |
83 |
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81 |
84 |
95 |
82 |
34 |
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Policy
Return (50% S&P500, 40% LBAB & 10% R2000V) |
3.15% |
14.23% |
8.98% |
8.72% |
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8.28% |
9.06% |
10.73% |
17.04% |
-8.77% |
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TOTAL EQUITIES |
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Return |
6.31% |
18.94% |
11.11% |
10.23% |
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9.02% |
12.84% |
12.55% |
24.55% |
-19.84% |
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Ranking
(83.3% Br.Lg.Core & 16.7% Br.Sm.Val.Core) |
44 |
69 |
86 |
77 |
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72 |
74 |
85 |
35 |
80 |
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Policy Return (83.3% S&P
500 & 16.7% R2000V) |
5.61% |
19.84% |
12.27% |
11.25% |
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11.36% |
13.21% |
15.46% |
24.80% |
-19.57% |
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TOTAL FIXED
INCOME |
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Return |
-0.38% |
5.89% |
3.95% |
4.63% |
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3.48% |
2.95% |
3.36% |
5.52% |
9.39% |
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Ranking (Broad Fixed) |
41 |
29 |
49 |
35 |
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63 |
36 |
45 |
41 |
9 |
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Policy Return (LBAB) |
-0.52% |
6.11% |
3.98% |
4.75% |
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3.67% |
2.80% |
3.68% |
5.44% |
9.11% |
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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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