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Sunrise Police |
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Performance
Evaluation Summary |
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December 31, 2008 |
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Current |
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Fiscal Year |
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Quarter |
YTD |
One Year |
Three Years |
Five Years |
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2008 |
2007 |
2006 |
2005 |
2004 |
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TOTAL FUND(Net of
Fees) |
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Return |
-12.24% |
-12.24% |
-20.40% |
-3.19% |
0.25% |
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-11.57% |
11.96% |
6.57% |
8.42% |
7.44% |
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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) |
8 |
8 |
4 |
16 |
42 |
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14 |
15 |
90 |
83 |
99 |
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Policy
Return (20% R1000V, 20% R1000G, 15% BCAB A+, 25% BCIGC, 10% S&P 400 &
10% R2000V) |
-12.55% |
-12.55% |
-21.03% |
-2.55% |
0.99% |
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-10.79% |
11.03% |
8.28% |
9.06% |
10.73% |
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TOTAL EQUITIES |
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Return |
-25.32% |
-25.32% |
-37.37% |
-10.04% |
-3.22% |
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-21.00% |
16.64% |
9.02% |
12.84% |
12.55% |
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Ranking
(66.6% Br.Lg.Core, 16.7% BSC & 16.7% Br.Sm.Val.Core) |
100 |
100 |
81 |
91 |
94 |
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73 |
18 |
84 |
73 |
91 |
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Policy Return (66.6% S&P
500, 16.7% S&P 400 & 16.7% R2000V) |
-23.37% |
-23.37% |
-35.92% |
-8.28% |
-1.89% |
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-19.72% |
14.69% |
11.36% |
13.21% |
15.46% |
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TOTAL FIXED
INCOME |
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Return |
5.23% |
5.23% |
5.85% |
6.10% |
5.01% |
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3.98% |
6.10% |
3.48% |
2.95% |
3.36% |
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Ranking
(62.5% IFI & 37.5% Broad Fixed) |
1 |
1 |
3 |
1 |
1 |
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3 |
17 |
67 |
56 |
65 |
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Policy
Return (62.5% BCIGC & 37.5 % BCAB A+) |
4.97% |
4.97% |
5.56% |
5.72% |
4.78% |
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3.56% |
5.48% |
3.67% |
2.80% |
3.68% |
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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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