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| Sunrise Police |
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| Performance
Evaluation Summary |
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| December 31, 2009 |
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Current |
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Fiscal Year |
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Quarter |
FYTD |
One Year |
Three Years |
Five Years |
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2009 |
2008 |
2007 |
2006 |
2005 |
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| TOTAL FUND(Net of
Fees)[Inception 12/31/1997] |
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| Return |
3.77% |
3.77% |
19.24% |
-0.14% |
2.31% |
|
0.85% |
-11.57% |
11.96% |
6.57% |
8.42% |
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| Ranking
(20% Br.Lg.Gr., 20% Br.Lg.Value Core, 20% Br.Fixed, 20% IFI & 10%
Br.SmVal.Core, 5% Br.Sm.Cap&5% Br.Lg.Cap) |
43 |
43 |
95 |
39 |
77 |
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82 |
12 |
29 |
81 |
91 |
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| Policy
Return (20% R1000V, 20% R1000G, 20% BCAB A+, 20% BCIGC, 10% S&P 400 &
10% R2000V) |
3.48% |
3.48% |
19.24% |
-0.46% |
2.80% |
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0.78% |
-10.79% |
11.03% |
8.28% |
9.06% |
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| TOTAL EQUITIES |
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| Return |
6.14% |
6.14% |
29.95% |
-5.38% |
-0.01% |
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-8.67% |
-20.40% |
16.64% |
9.02% |
12.84% |
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| Ranking
(33.3% Br.Lg.Gr., 33.3% Br.Lg.V.Core, 16.7% Br.Sm.Val.Core, 8.3% Br. Lg. Core
& 8.3% Br. Sm. Core) |
15 |
15 |
28 |
50 |
81 |
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85 |
47 |
27 |
78 |
85 |
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| Policy Return (33.33%
R1000G, 33.33% R1000V, 16.67% S&P 400 &
16.67% R2000V) |
5.62% |
5.62% |
28.64% |
-5.36% |
0.81% |
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-6.66% |
-19.72% |
14.69% |
11.36% |
13.21% |
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| TOTAL FIXED
INCOME |
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| Return |
1.21% |
1.21% |
10.48% |
8.29% |
6.26% |
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14.87% |
3.98% |
6.10% |
3.48% |
2.95% |
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| Ranking
(50% Intmd. Fixed & 50% Broad Fixed) |
36 |
36 |
70 |
2 |
7 |
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23 |
4 |
15 |
63 |
53 |
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| Policy
Return (50% BCIGC & 50% BCAB A+) |
0.17% |
0.17% |
4.80% |
5.88% |
4.87% |
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9.82% |
3.56% |
5.48% |
3.67% |
2.80% |
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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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