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Sunrise
Police |
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Performance Evaluation Summary |
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June 30, 2005 |
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Current |
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Quarter |
One Year |
Three Years |
Five Years |
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2004 |
2003 |
2002 |
2001 |
2000 |
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DHJ TOTAL FUND
PORTFOLIO |
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Return |
1.86% |
4.68% |
5.47% |
0.69% |
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5.27% |
13.64% |
-6.40% |
-4.46% |
1.47% |
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Ranking (Br.Lg.Growth
Core) |
80 |
46 |
72 |
34 |
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60 |
96 |
12 |
34 |
23 |
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Policy (55% S&P
500 & |
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(45% LBIGC) |
1.88% |
5.73% |
7.78% |
3.00% |
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7.37% |
17.65% |
-6.27% |
-1.65% |
1.22% |
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DHJ LARGE GROWTH
PORTFOLIO |
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Return |
1.40% |
3.90% |
5.08% |
-5.44% |
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6.06% |
23.08% |
-20.58% |
-16.13% |
-6.27% |
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Ranking (Br.Lg.Growth
Core) |
80 |
50 |
72 |
30 |
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66 |
83 |
14 |
31 |
22 |
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Policy (S&P 500) |
1.37% |
6.32% |
8.28% |
-2.37% |
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10.88% |
28.68% |
-22.10% |
-11.88% |
-9.11% |
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(Russell 1000 Growth) |
2.46% |
1.68% |
7.25% |
-10.36% |
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6.30% |
29.75% |
-27.89% |
-20.42% |
-22.42% |
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DHJ FIXED INCOME
PORTFOLIO |
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Return |
2.73% |
6.11% |
5.73% |
7.39% |
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3.95% |
4.25% |
10.32% |
8.80% |
10.45% |
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Ranking (Intmd. Fixed) |
34 |
41 |
15 |
6 |
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33 |
34 |
11 |
13 |
37 |
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Policy (LBIGC) |
2.48% |
4.77% |
5.53% |
7.16% |
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3.04% |
4.38% |
10.95% |
8.43% |
11.95% |
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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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ASSET CONSULTING GROUP |
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a division of Gabriel,
Roeder, Smith, & Co. |
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Page 13 |
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