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Sunrise
Police |
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Performance Evaluation Summary |
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September 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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DHJ TOTAL FUND
PORTFOLIO |
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Return |
4.24% |
10.97% |
7.59% |
7.65% |
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3.73% |
8.20% |
3.06% |
12.61% |
-5.61% |
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Ranking (55%
Br.Lg.Growth Conservative & 45% Intmd. Fixed) |
47 |
78 |
82 |
87 |
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78 |
47 |
97 |
54 |
24 |
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Policy (55%
S&P 500 & 45% LBIGC) |
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2.44% |
11.47% |
8.78% |
10.21% |
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7.52% |
7.39% |
8.81% |
16.10% |
-6.21% |
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DHJ LARGE GROWTH
PORTFOLIO |
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Return |
6.01% |
19.32% |
12.07% |
12.03% |
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4.42% |
12.97% |
4.45% |
20.02% |
-17.69% |
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Ranking (Br.Lg.Growth
Conservative) |
46 |
55 |
79 |
100 |
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76 |
60 |
93 |
62 |
33 |
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Policy (R1000G) |
4.20% |
19.35% |
12.19% |
13.84% |
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6.03% |
11.60% |
7.51% |
25.91% |
-22.51% |
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(S&P500) |
2.03% |
16.44% |
13.14% |
15.45% |
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10.79% |
12.25% |
13.87% |
24.40% |
-20.49% |
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DHJ FIXED INCOME
PORTFOLIO |
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Return |
3.57% |
6.34% |
4.23% |
4.41% |
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3.55% |
2.84% |
3.28% |
6.11% |
8.26% |
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Ranking (Intmd. Fixed) |
6 |
4 |
11 |
30 |
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29 |
37 |
55 |
35 |
21 |
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Policy (LBIGC) |
2.88% |
5.44% |
3.47% |
3.81% |
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3.54% |
1.48% |
2.66% |
5.99% |
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 13 |
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