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Sunrise Police |
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Performance
Evaluation Summary |
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September 30, 2008 |
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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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2007 |
2006 |
2005 |
2004 |
2003 |
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TOTAL FUND(Net of
Fees) |
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Return |
-6.00% |
-11.57% |
1.81% |
4.21% |
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11.96% |
6.57% |
8.42% |
7.44% |
14.37% |
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Ranking
(20% Br.Lg.Core, 20% Br.Lg.Value Core, 15% Br.Fixed, 25% IFI & 10%
Br.SmVal.Core, 10% Br.Small Cap) |
57 |
17 |
27 |
82 |
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20 |
89 |
90 |
95 |
83 |
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Policy
Return (20% R1000V, 20% R1000G, 15% LBAB A+, 25% LBIGC, 10% S&P 400 &
10% R2000V) |
-4.65% |
-10.79% |
2.36% |
5.31% |
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11.03% |
8.28% |
9.06% |
10.73% |
17.04% |
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TOTAL EQUITIES |
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Return |
-9.01% |
-21.00% |
0.15% |
4.99% |
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16.64% |
9.02% |
12.84% |
12.55% |
24.55% |
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Ranking
(66.6% Br.Lg.Core, 16.7% BSC & 16.7% Br.Sm.Val.Core) |
93 |
73 |
70 |
91 |
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19 |
86 |
80 |
91 |
42 |
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Policy Return (66.6% S&P
500, 16.7% S&P 400 & 16.7% R2000V) |
-7.24% |
-19.72% |
0.84% |
6.03% |
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14.69% |
11.36% |
13.21% |
15.46% |
24.80% |
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TOTAL FIXED
INCOME |
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Return |
-1.44% |
3.98% |
4.51% |
3.97% |
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6.10% |
3.48% |
2.95% |
3.36% |
5.52% |
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Ranking
(62.5% IFI & 37.5% Broad Fixed) |
16 |
4 |
1 |
19 |
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14 |
62 |
54 |
63 |
34 |
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Policy
Return (62.5% LBIGC & 37.5 % LBAB A+) |
-0.79% |
3.56% |
4.23% |
3.83% |
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5.48% |
3.67% |
2.80% |
3.68% |
5.44% |
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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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