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Sunrise
Police |
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Performance Evaluation Summary |
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September 30, 2004 |
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Current |
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Quarter |
One Year |
Three Years |
Five Years |
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2003 |
2002 |
2001 |
2000 |
1999 |
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DHJ FIXED INCOME
PORTFOLIO |
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Return |
2.92% |
3.28% |
5.86% |
7.43% |
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4.25% |
10.32% |
8.80% |
10.45% |
-0.08% |
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Ranking (Intmd. Fixed) |
21 |
75 |
47 |
34 |
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69 |
5 |
8 |
24 |
72 |
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Policy (LBIGC) |
2.70% |
2.66% |
5.89% |
7.52% |
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4.38% |
10.95% |
8.43% |
11.95% |
-2.05% |
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INVESCO FIXED
INCOME PORTFOLIO(includes cash) |
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Return |
2.99% |
3.48% |
4.98% |
6.55% |
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3.70% |
8.82% |
7.64% |
12.32% |
-3.85% |
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Ranking (Broad Fixed) |
42 |
42 |
49 |
39 |
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50 |
34 |
41 |
10 |
95 |
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Policy (LBAB) |
3.20% |
3.68% |
5.88% |
7.48% |
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4.11% |
10.27% |
8.42% |
11.63% |
-0.83% |
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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 10 |
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