| SUNRISE POLICE |
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| LOCK |
TOTAL FUND EXECUTIVE HERE |
LOCK |
LOCK |
TOTAL FUND UNIVERSE HERE |
LOCK |
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TOTAL FUND RISK MEASURES |
LOCK |
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TOTAL EQUITY EXECUTIVE HERE |
LOCK |
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TOTAL EQUITY UNIVERSE HERE |
LOCK |
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TOTAL EQUITY RISK HERE |
LOCK |
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TOTAL FIXED EXECUTIVE HERE |
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TOTAL FIXED UNIVERSE HERE |
LOCK |
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TOTAL FIXED RISK HERE |
LOCK |
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DHJ TOTAL FUND EXECUTIVE HERE |
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DHJ TOTAL FUND UNIVERSE HERE |
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DHJ TOTAL FUND RISK MEASURES |
LOCK |
| START @B3 |
Sunrise Police |
|
START @E3 |
Sunrise Police |
% |
START @H3 |
Sunrise Police |
% |
START @K3 |
Sunrise Police |
|
START @N3 |
Sunrise Police |
% |
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Sunrise Police |
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Sunrise Police |
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Sunrise Police |
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Sunrise Police |
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START @B3 |
Sunrise Police |
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START @E3 |
Sunrise Police |
% |
START @H3 |
Sunrise Police |
% |
| Total Fund |
Total Account |
|
Total Fund |
Total Account |
|
Total Fund |
Total Account |
|
Total Equity |
Total Equity |
|
Total Equity |
Total Equity |
|
Total Equity |
|
Total Fixed Income |
|
Total Fixed Income |
|
Total Fixed Income |
|
Total Fund |
DHJ Total (Equity +
Fixed Income + Cash) |
Total Fund |
DHJ Total (Equity + Fixed Income +
Cash) |
Total Fund |
DHJ Total (Equity + Fixed Income +
Cash) |
|
Executive Summary |
|
Universe |
Universe Comparisons |
|
Risk Measures |
Risk Measures |
|
Executive Summary |
|
Universe |
Universe Comparisons |
|
Risk Measures |
|
Executive Summary |
|
Universe Comparisons |
|
Risk Measures |
|
Executive Summary |
|
Universe |
Universe Comparisons |
|
Risk Measures |
Risk Measures |
|
|
2 |
|
50% BLC Core Eq., 10% Int'l. Equity,
40% BFI |
17 |
|
20 |
|
83.3% Brd. LC Core Equity, 16.7%
Intl. Equity |
|
22 |
|
25 |
|
Broad Fixed Income |
|
27 |
|
47 |
|
55% Broad Large Cap Core Equity, 45%
Broad FI |
51 |
|
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Inception date is December 31, 1997 |
|
4 |
|
3 Yr |
|
Inception date is December 31, 1997 |
|
21 |
|
3 Yr |
|
Inception date is December 31, 1997 |
|
26 |
|
3 Yr |
|
Inception date is December 31, 1997 |
|
49 |
|
3 Yr |
|
|
All dollar values are shown in
thousands. |
|
Returns are in percent.
"%-tile" is the percentile ranking within the universe. |
# of Negative Qtrs |
|
All dollar values are shown in thousands. |
|
Returns are in percent.
"%-tile" is the percentile ranking within the universe. |
# of Negative Qtrs |
|
All dollar values are shown in thousands. |
|
Returns are in percent.
"%-tile" is the percentile ranking within the universe. |
# of Negative Qtrs |
|
All dollar values are shown in
thousands. |
|
Returns are in percent.
"%-tile" is the percentile ranking within the universe. |
# of Negative Qtrs |
|
|
Returns for periods exceeding one
year are annualized. |
Returns for periods exceeding one
year are annualized. |
# of Positive Qtrs |
|
Returns for periods exceeding one
year are annualized. |
|
Returns for periods exceeding one
year are annualized. |
# of Positive Qtrs |
|
Returns for periods exceeding one
year are annualized. |
|
Returns for periods exceeding one
year are annualized. |
# of Positive Qtrs |
|
Returns for periods exceeding one
year are annualized. |
Returns for periods exceeding one
year are annualized. |
# of Positive Qtrs |
|
|
Returns are gross of fees. |
|
Incept is December 31, 1997 to March
31, 2004 |
Batting Average |
|
Returns are gross of fees. |
|
Incept is December 31, 1997 to March
31, 2004 |
Batting Average |
|
Returns are gross of fees. |
|
Incept is December 31, 1997 to March
31, 2004 |
|
Batting Average |
|
Returns are gross of fees. |
|
Incept is December 31, 1997 to March
31, 2004 |
Batting Average |
|
|
Account Reconciliation |
|
Trailing Returns through March 31,
2004 |
|
Worst Qtr |
|
Account Reconciliation |
|
Trailing Returns through March 31,
2004 |
|
Worst Qtr |
|
Account Reconciliation |
|
Trailing Returns through March 31,
2004 |
|
Worst Qtr |
|
Account Reconciliation |
|
Trailing Returns through March 31,
2004 |
|
Worst Qtr |
|
|
Beginning Value |
|
Fund |
|
Best Qtr |
|
Beginning Value |
|
Fund |
|
Best Qtr |
|
Beginning Value |
|
Fund |
|
Best Qtr |
|
Beginning Value |
|
Fund |
|
Best Qtr |
|
|
Net Flows |
|
Return |
|
Range |
|
Net Flows |
|
Return |
|
Range |
|
Net Flows |
|
Return |
|
Range |
|
Net Flows |
|
Return |
|
Range |
|
|
Investment G/L |
|
%-tile |
|
Worst 4 Qtrs |
|
Investment G/L |
|
%-tile |
|
Worst 4 Qtrs |
|
Investment G/L |
|
%-tile |
|
Worst 4 Qtrs |
|
Investment G/L |
|
%-tile |
|
Worst 4 Qtrs |
|
|
Ending Value |
|
Policy |
|
Standard Deviation |
|
Ending Value |
|
Policy |
|
Standard Deviation |
|
Ending Value |
|
LBAB |
|
Standard Deviation |
|
Ending Value |
|
Policy |
|
Standard Deviation |
|
|
3/31/2004 |
|
Return |
|
Beta |
|
3/31/2004 |
|
Return |
|
Beta |
|
3/31/2004 |
|
Return |
|
Beta |
|
3/31/2004 |
|
Return |
|
Beta |
|
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
|
39,487 |
|
Universe |
|
R-Squared |
|
21,268 |
|
Universe |
|
R-Squared |
|
15,094 |
|
Universe |
|
R-Squared |
|
19,572 |
|
Universe |
|
R-Squared |
|
|
-134 |
|
5th %-tile |
|
Sharpe Ratio |
|
2,785 |
|
5th %-tile |
|
Sharpe Ratio |
|
-1,113 |
|
5th %-tile |
|
Sharpe Ratio |
|
-319 |
|
5th %-tile |
|
Sharpe Ratio |
|
|
823 |
|
25th %-tile |
|
Treynor Ratio |
|
440 |
|
25th %-tile |
|
Treynor Ratio |
|
380 |
|
25th %-tile |
|
Treynor Ratio |
|
125 |
|
25th %-tile |
|
Treynor Ratio |
|
|
40,176 |
|
50th %-tile |
|
Tracking Error |
|
24,492 |
|
50th %-tile |
|
Tracking Error |
|
14,362 |
|
50th %-tile |
|
Tracking Error |
|
19,378 |
|
50th %-tile |
|
Tracking Error |
|
|
2004 |
|
75th %-tile |
|
Information Ratio |
|
2004 |
|
75th %-tile |
|
Information Ratio |
|
2004 |
|
75th %-tile |
|
Information Ratio |
|
2004 |
|
75th %-tile |
|
Information Ratio |
|
|
YTD |
|
95th %-tile |
|
Fund |
|
YTD |
|
95th %-tile |
|
Fund |
|
YTD |
|
95th %-tile |
|
Fund |
|
YTD |
|
95th %-tile |
|
Fund |
|
|
39,487 |
|
2 Qtrs |
|
4 |
|
21,268 |
|
|
2 Qtrs |
|
|
4 |
|
15,094 |
|
|
2 Qtrs |
|
|
2 |
|
19,572 |
|
2 Qtrs |
|
4 |
|
|
-134 |
|
|
8.89 |
|
|
8 |
|
2,785 |
|
|
14.58 |
|
|
8 |
|
-1,113 |
|
|
2.71 |
|
10 |
|
-319 |
|
|
5.58 |
|
|
8 |
|
|
823 |
|
|
87 |
|
50 |
|
440 |
|
|
68 |
|
|
41.67 |
|
380 |
|
|
46 |
|
|
50 |
|
125 |
|
|
94 |
|
41.67 |
|
|
40,176 |
|
|
10.36 |
|
|
-7.44 |
|
24,492 |
|
15.41 |
|
|
-17.97 |
|
14,362 |
|
2.98 |
|
-0.29 |
|
19,378 |
|
|
8.82 |
|
|
-5.61 |
|
|
12/31/1997 |
|
53 |
|
8.62 |
|
12/31/1997 |
|
50 |
|
14.93 |
|
12/31/1997 |
|
38 |
|
5.39 |
|
12/31/1997 |
|
19 |
|
6.85 |
|
|
Incept |
|
13.43 |
|
16.06 |
|
Incept |
|
20.31 |
|
32.9 |
|
Incept |
|
8.2 |
|
5.68 |
|
Incept |
|
10.9 |
|
12.46 |
|
|
15,998 |
|
11.6 |
|
-9.47 |
|
10,999 |
|
16.67 |
|
-25.12 |
|
4,811 |
|
3.66 |
|
4.13 |
|
15,998 |
|
8.53 |
|
-7.44 |
|
|
12,983 |
|
10.44 |
|
9.66 |
|
9,085 |
|
15.37 |
|
20.49 |
|
2,987 |
|
2.57 |
|
3.91 |
|
-5,202 |
|
7.78 |
|
8.33 |
|
|
11,195 |
|
9.48 |
|
0.82 |
|
4,407 |
|
|
14.06 |
|
0.98 |
|
6,564 |
|
|
1.74 |
|
0.95 |
|
8,582 |
|
6.8 |
|
0.85 |
|
|
40,176 |
40,176,000 |
|
7.92 |
|
0.55 |
|
24,492 |
24,492,000 |
|
11.77 |
|
0.16 |
|
14,362 |
14,362,000 |
|
0.8 |
|
0.46 |
|
19,378 |
19,378,000 |
|
5.47 |
|
-0.96 |
|
|
Investment Policy |
|
3 Qtrs |
|
1 |
|
Investment Policy |
|
3 Qtrs |
|
1 |
|
Investment Policy |
|
3 Qtrs |
|
0.99 |
|
Investment Policy |
|
3 Qtrs |
|
0.96 |
|
|
Index |
|
11.13 |
|
0.22 |
|
Index |
|
19.22 |
|
-0.03 |
|
Index |
|
2.41 |
|
1.49 |
|
Index |
|
7.27 |
|
0.17 |
|
|
S&P 500 |
|
88 |
|
2.61 |
|
S&P 500 |
|
61 |
|
-0.54 |
|
Lehman Aggregate Bond |
|
51 |
|
6.15 |
|
S&P 500 |
|
89 |
|
1.68 |
|
|
Lehman Aggregate Bond |
|
12.69 |
|
2.2 |
|
MSCI EAFE |
|
19.53 |
|
1.41 |
|
Total |
|
2.83 |
|
0.47 |
|
Lehman Gov/Credit-Intermediate |
|
10.44 |
|
2.18 |
|
|
MSCI EAFE |
|
59 |
|
-0.03 |
|
Total |
|
56 |
|
0.11 |
|
Weight |
|
38 |
|
0.23 |
|
Total |
|
31 |
|
-0.78 |
|
|
Total |
|
18.39 |
|
Policy |
|
Weight |
|
27.85 |
|
Policy |
|
100 |
|
11.29 |
|
LBAB |
|
Weight |
|
14.87 |
|
Policy |
|
|
Weight |
|
15.16 |
|
4 |
|
83.3 |
|
22.12 |
|
4 |
|
100 |
|
3.59 |
|
3 |
|
55 |
|
10.71 |
|
5 |
|
|
50 |
|
13.18 |
|
8 |
|
16.7 |
|
19.86 |
|
8 |
|
Trailing Returns through March 31, 2004 |
|
2.42 |
|
9 |
|
45 |
|
9.63 |
|
7 |
|
|
40 |
|
11.88 |
|
50 |
|
100 |
|
18.08 |
|
58.33 |
|
Fund |
|
1.51 |
|
50 |
|
100 |
|
8.39 |
|
58.33 |
|
|
10 |
|
10.23 |
|
-9.11 |
|
Trailing Returns through March 31, 2004 |
|
14.86 |
|
-17.68 |
|
LBAB |
|
0.81 |
|
-0.6 |
|
Trailing Returns through March 31,
2004 |
|
6.52 |
|
-6.08 |
|
|
100 |
|
1 Yr |
|
10.54 |
|
Fund |
|
|
1 Yr |
|
|
16.08 |
|
Diff |
|
|
1 Yr |
|
|
5.88 |
|
Fund |
|
1 Yr |
|
9.59 |
|
|
Trailing Returns through
March 31, 2004 |
1 Yr FUND |
20.7 |
0.207 |
|
19.65 |
|
Policy |
|
1 Yr FUND |
37.02 |
0.3702 |
|
33.76 |
|
1 Yr |
|
1 Yr FUND |
5.13 |
0.0513 |
|
6.48 |
|
Policy |
|
1 Yr FUND |
14.62 |
0.1462 |
|
15.67 |
|
|
Fund |
|
UNIVERSE |
95 |
|
-11.04 |
|
Diff |
|
UNIVERSE |
70 |
|
-24.41 |
|
5.13 |
|
UNIVERSE |
44 |
|
4.11 |
|
Diff |
|
UNIVERSE |
94 |
|
-6.91 |
|
|
Policy |
|
POLICY |
24.56 |
0.2456 |
|
11.73 |
|
1 Yr |
|
POLICY |
38.75 |
0.3875 |
|
20.81 |
|
5.4 |
|
POLICY |
5.4 |
0.054 |
|
4.08 |
|
1 Yr |
|
POLICY |
21.03 |
0.2103 |
|
9.57 |
|
|
Diff |
|
65 |
|
1 |
|
37.02 |
|
54 |
|
1 |
|
-0.27 |
|
40 |
|
1 |
|
14.62 |
|
32 |
|
1 |
|
|
1 Yr |
|
34.34 |
|
0 |
|
38.75 |
|
50.6 |
|
0 |
|
2 Yr |
|
21.28 |
|
0 |
|
21.03 |
|
26.91 |
|
0 |
|
|
20.7 |
|
29.29 |
|
1 |
|
-1.73 |
|
42.88 |
|
1 |
|
9.02 |
|
7.59 |
|
1 |
|
-6.41 |
|
21.61 |
|
1 |
|
|
24.56 |
|
25.9 |
|
0.19 |
|
2 Yr |
|
39.12 |
|
-0.03 |
|
9.22 |
|
4.76 |
|
1.4 |
|
2 Yr |
|
19.18 |
|
0.33 |
|
|
-3.86 |
|
23.59 |
|
2.21 |
|
1.29 |
|
36.31 |
|
-0.68 |
|
-0.2 |
|
2.83 |
|
5.73 |
|
3 |
|
17.19 |
|
3.14 |
|
|
2 Yr |
|
20.46 |
|
0 |
|
2.41 |
|
31.06 |
|
0 |
|
3 Yr |
|
1.45 |
|
0 |
|
6.15 |
|
14.29 |
|
0 |
|
|
4.54 |
|
2 Yr |
|
Diff |
|
-1.12 |
|
2 Yr |
|
Diff |
|
1/7/1900 |
|
2 Yr |
|
Diff |
|
-3.15 |
|
2 Yr |
|
Diff |
|
|
5.27 |
|
4.54 |
|
|
0 |
|
3 Yr |
|
1.29 |
|
|
0 |
|
7.62 |
|
9.02 |
|
|
-1 |
|
3 Yr |
|
3 |
|
|
-1 |
|
|
-0.73 |
|
49 |
|
0 |
|
1.36 |
|
73 |
|
|
0 |
|
0.11 |
|
25 |
|
1 |
|
3.32 |
|
76 |
|
1 |
|
|
3 Yr |
|
5.27 |
|
|
0 |
|
1.21 |
|
2.41 |
|
|
-16.66 |
|
4 Yr |
|
9.22 |
|
|
0 |
|
5.03 |
|
6.15 |
|
|
-16.66 |
|
|
4.03 |
|
35 |
|
1.67 |
|
1/0/1900 |
|
54 |
|
-0.29 |
|
1/8/1900 |
|
23 |
|
0.31 |
|
-1.71 |
|
25 |
|
0.47 |
|
|
4.1 |
|
8.1 |
|
-1.92 |
|
4 Yr |
|
8.56 |
|
-1.15 |
|
8.79 |
|
13.36 |
|
-0.49 |
|
4 Yr |
|
8.54 |
|
-2.74 |
|
|
############################## |
|
5.87 |
|
-3.59 |
|
-5.03 |
|
4.22 |
|
-0.86 |
|
0.15 |
|
8.89 |
|
-0.8 |
|
################################ |
|
6.05 |
|
-3.21 |
|
|
4 Yr |
|
4.46 |
|
1.57 |
|
-5.27 |
|
2.59 |
|
-0.71 |
|
5 Yr |
|
7.43 |
|
0.02 |
|
2.21 |
|
4.36 |
|
-0.53 |
|
|
0.87 |
|
3.35 |
|
-2.07 |
|
0.24 |
|
1.13 |
|
-0.32 |
|
7.41 |
|
5.36 |
|
-0.17 |
|
-2.53 |
|
3.07 |
|
-1.24 |
|
|
0.5 |
|
1.55 |
|
-0.18 |
|
5 Yr |
|
-1.08 |
|
-0.02 |
|
1/7/1900 |
|
2.7 |
|
-0.05 |
|
5 Yr |
|
1.1 |
|
-0.15 |
|
|
0.37 |
|
3 Yr |
|
0.55 |
|
-2.02 |
|
3 Yr |
|
0.16 |
|
0.04 |
|
3 Yr |
|
0.46 |
|
2.97 |
|
3 Yr |
|
-0.96 |
|
|
5 Yr |
|
3 YR FUND |
4.03 |
0.0403 |
|
0 |
|
-1.09 |
|
3 YR FUND |
1.36 |
0.0136 |
|
0 |
|
6 Yr |
|
3 YR FUND |
7.73 |
0.0773 |
|
-0.01 |
|
3.67 |
|
3 YR FUND |
3.32 |
0.0332 |
|
-0.04 |
|
|
2.47 |
|
UNIVERSE |
30 |
|
0.03 |
|
-0.93 |
|
UNIVERSE |
54 |
|
0 |
|
1/7/1900 |
|
UNIVERSE |
19 |
|
0.09 |
|
-0.7 |
|
UNIVERSE |
42 |
|
-0.16 |
|
|
2.53 |
|
POLICY |
4.1 |
0.041 |
|
0.4 |
|
6 Yr |
|
POLICY |
1.21 |
0.0121 |
|
0.14 |
|
1/7/1900 |
|
POLICY |
7.62 |
0.0762 |
|
0.42 |
|
6 Yr |
|
POLICY |
5.03 |
0.0503 |
|
-1.46 |
|
|
-0.06 |
|
30 |
|
2.2 |
|
1/0/1900 |
|
56 |
|
1.41 |
|
0.13 |
|
20 |
|
0.47 |
|
1/5/1900 |
|
16 |
|
2.18 |
|
|
6 Yr |
|
6.69 |
|
5 Yr |
5 Yr |
|
1.93 |
|
8.82 |
|
5 Yr |
5 Yr |
|
7 Yr 8 Yr 9 Yr 10 Yr |
|
10.06 |
|
5 Yr |
5 Yr |
|
1/4/1900 |
|
6.05 |
|
5 Yr |
5 Yr |
|
|
1/4/1900 |
|
4.31 |
|
# of Negative Qtrs |
|
-0.94 |
|
3.24 |
|
# of Negative Qtrs |
|
12/31/1997 |
|
7.23 |
|
# of Negative Qtrs |
|
1/1/1900 |
|
4.24 |
|
# of Negative Qtrs |
|
|
4.39 |
|
3.26 |
|
# of Positive Qtrs |
|
7 Yr 8 Yr 9 Yr 10 Yr |
|
1.57 |
|
# of Positive Qtrs |
|
Incept |
|
6.21 |
|
# of Positive Qtrs |
|
7 Yr 8 Yr 9 Yr 10 Yr |
|
2.94 |
|
# of Positive Qtrs |
|
|
-0.1 |
|
2.27 |
|
Batting Average |
|
12/31/1997 |
|
0.25 |
|
Batting Average |
|
7.34 |
|
5.05 |
|
Batting Average |
|
12/31/1997 |
|
1.72 |
|
Batting Average |
|
|
7 Yr 8 Yr 9 Yr 10 Yr |
|
0.62 |
|
Worst Qtr |
|
Incept |
|
-2.06 |
|
Worst Qtr |
|
7.2 |
|
3.01 |
|
Worst Qtr |
|
Incept |
|
-0.2 |
|
Worst Qtr |
|
|
12/31/1997 |
|
4 Yr |
|
Best Qtr |
|
1/3/1900 |
|
4 Yr |
|
Best Qtr |
|
1/0/1900 |
|
4 Yr |
|
Best Qtr |
|
1/7/1900 |
|
4 Yr |
|
Best Qtr |
|
|
Incept |
|
0.87 |
|
Range |
|
4 |
|
-5.03 |
|
Range |
|
Calendar Year Returns |
|
8.94 |
|
Range |
|
5.45 |
|
-0.32 |
|
Range |
|
|
1/5/1900 |
|
34 |
|
Worst 4 Qtrs |
|
-0.9 |
|
54 |
|
Worst 4 Qtrs |
|
Fund |
|
10 |
|
Worst 4 Qtrs |
|
1/1/1900 |
|
41 |
|
Worst 4 Qtrs |
|
|
5.65 |
|
0.5 |
|
Standard Deviation |
|
Calendar Year Returns |
|
-5.27 |
|
Standard Deviation |
|
LBAB |
|
8.79 |
|
Standard Deviation |
|
Calendar Year Returns |
|
2.21 |
|
Standard Deviation |
|
|
0.06 |
|
41 |
|
Beta |
|
Fund |
|
58 |
|
Beta |
|
Diff |
|
13 |
|
Beta |
|
Fund |
|
10 |
|
Beta |
|
|
Calendar Year Returns |
|
4.36 |
|
Annualized Alpha |
|
Policy |
|
3.45 |
|
Annualized Alpha |
|
3/31/2004 |
|
9.74 |
|
Annualized Alpha |
|
Policy |
|
3.06 |
|
Annualized Alpha |
|
|
Fund |
|
1.42 |
|
R-Squared |
|
Diff |
|
-2.14 |
|
R-Squared |
|
Qtr |
|
8.16 |
|
R-Squared |
|
Diff |
|
0.68 |
|
R-Squared |
|
|
Policy |
|
-0.12 |
|
Sharpe Ratio |
|
3/31/2004 |
|
-4.67 |
|
Sharpe Ratio |
|
2.57 |
|
7.22 |
|
Sharpe Ratio |
|
3/31/2004 |
|
-1.07 |
|
Sharpe Ratio |
|
|
Diff |
|
-1.33 |
|
Treynor Ratio |
|
Qtr |
|
-6.4 |
|
Treynor Ratio |
|
2.65 |
|
5.87 |
|
Treynor Ratio |
|
Qtr |
|
-2.34 |
|
Treynor Ratio |
|
|
3/31/2004 |
|
-3.38 |
|
Tracking Error |
|
1/2/1900 |
|
-9.57 |
|
Tracking Error |
|
################################## |
|
3.48 |
|
Tracking Error |
|
1/0/1900 |
|
-4.85 |
|
Tracking Error |
|
|
Qtr |
|
5 Yr |
|
Information Ratio |
|
2.15 |
|
5 Yr |
|
Information Ratio |
|
6/26/1905 |
|
5 Yr |
|
Information Ratio |
|
2.06 |
|
5 Yr |
|
Information Ratio |
|
|
1/2/1900 |
|
5 YR FUND |
2.47 |
0.0247 |
|
Fund |
|
################################## |
|
5 YR FUND |
-2.02 |
-0.0202 |
|
Fund |
|
YTD |
|
5 YR FUND |
7.41 |
0.0741 |
|
Fund |
|
################################ |
|
5 YR FUND |
2.97 |
0.0297 |
|
Fund |
|
|
2.35 |
|
UNIVERSE |
44 |
|
8 |
|
2004 |
|
UNIVERSE |
74 |
|
9 |
|
2.57 |
|
UNIVERSE |
12 |
|
4 |
|
2004 |
|
UNIVERSE |
29 |
|
8 |
|
|
############################## |
|
POLICY |
2.53 |
0.0253 |
|
12 |
|
YTD |
|
POLICY |
-1.09 |
-0.0109 |
|
11 |
|
2.65 |
|
POLICY |
7.37 |
0.0737 |
|
16 |
|
YTD |
|
POLICY |
3.67 |
0.0367 |
|
12 |
|
|
2004 |
|
43 |
|
Batting Average |
60 |
|
1/2/1900 |
|
59 |
|
Batting Average |
40 |
|
-0.08 |
|
12 |
|
Batting Average |
50 |
|
0.64 |
|
24 |
|
Batting Average |
50 |
|
|
YTD |
|
7.57 |
|
|
-7.44 |
|
2.15 |
|
7.64 |
|
|
-17.97 |
|
2003 |
|
8.22 |
|
|
-1.07 |
|
2.06 |
|
6.8 |
|
|
-7.29 |
|
|
2.09 |
|
3.73 |
|
|
8.62 |
|
-0.03 |
|
1.36 |
|
|
14.93 |
|
1/4/1900 |
|
6.76 |
|
|
5.39 |
|
-1.42 |
|
3.45 |
|
|
10.46 |
|
|
2.35 |
|
2.15 |
|
|
16.06 |
|
2003 |
|
-0.51 |
|
|
32.9 |
|
4.11 |
|
6.04 |
|
|
6.46 |
|
2003 |
|
1.88 |
|
|
17.75 |
|
|
-0.26 |
|
1.27 |
|
|
-9.99 |
|
29.32 |
|
-2.1 |
|
|
-26 |
|
0.02 |
|
5.16 |
|
|
1.47 |
|
13.64 |
|
0.76 |
|
|
-13.1 |
|
|
2003 |
|
-0.27 |
|
Standard Deviation |
9.11 |
|
30.42 |
|
-4.5 |
|
Standard Deviation |
18.3 |
|
|
6/24/1905 |
|
3.13 |
|
Standard Deviation |
3.7 |
|
17.65 |
|
-1.28 |
|
Standard Deviation |
9.32 |
|
|
16.85 |
|
6 Yr |
|
Beta |
0.84 |
|
################################## |
|
6 Yr |
|
Beta |
0.94 |
|
|
10.98 |
|
6 Yr |
|
Beta |
0.94 |
|
|
-4.01 |
|
6 Yr |
|
Beta |
1.02 |
|
|
19.45 |
|
4.29 |
|
Annualized Alpha |
0.27 |
0.0027 |
|
2002 |
|
0.99 |
|
Annualized Alpha |
-1.02 |
-0.0102 |
|
10.95 |
|
7.35 |
|
Annualized Alpha |
0.48 |
0.0048 |
|
2002 |
|
5.98 |
|
Annualized Alpha |
-0.7 |
-0.007 |
|
############################## |
|
29 |
|
R-Squared |
0.97 |
|
-21.11 |
|
69 |
|
R-Squared |
0.96 |
|
0.03 |
|
9 |
|
R-Squared |
0.98 |
|
################################ |
|
7 |
|
R-Squared |
0.87 |
|
|
2002 |
|
4.39 |
|
-0.09 |
|
################################## |
|
1.93 |
|
-0.29 |
|
2001 |
|
7.22 |
|
1.11 |
|
-6.27 |
|
4.79 |
|
-0.04 |
|
|
-7.7 |
|
26 |
|
-1.01 |
|
################################## |
|
52 |
|
-5.68 |
|
1/8/1900 |
|
10 |
|
4.35 |
|
-0.13 |
|
21 |
|
-0.34 |
|
|
-9.09 |
|
6.74 |
|
2.21 |
|
2001 |
|
7.16 |
|
3.64 |
|
8.43 |
|
7.67 |
|
0.6 |
|
2001 |
|
6.12 |
|
3.34 |
|
|
1/1/1900 |
|
4.4 |
|
-0.03 |
|
-12.36 |
|
3.38 |
|
-0.26 |
|
0.36 |
|
6.53 |
|
0.07 |
|
################################ |
|
4.34 |
|
-0.21 |
|
|
2001 |
|
3.57 |
|
Policy |
Policy |
|
-13.47 |
|
1.98 |
|
Policy |
Policy |
|
2000 |
|
5.92 |
|
Policy |
LBAB |
|
-1.65 |
|
3.3 |
|
Policy |
Policy |
|
|
-3.37 |
|
2.62 |
|
9 |
|
1.11 |
|
0.79 |
|
9 |
|
11.24 |
|
5.11 |
|
5 |
|
-2.81 |
|
2.11 |
|
9 |
|
|
-4.78 |
|
1.02 |
|
11 |
|
2000 |
|
-1.65 |
|
11 |
|
1/11/1900 |
|
2.56 |
|
15 |
|
2000 |
|
-0.45 |
|
11 |
|
|
1.41 |
|
7 Yr |
|
40 |
|
-6.79 |
|
7 Yr |
|
60 |
|
-0.71 |
|
7 Yr |
|
50 |
|
1.47 |
|
7 Yr |
|
50 |
|
|
2000 |
|
9.98 |
|
-9.11 |
|
-9.85 |
|
11.38 |
|
-17.68 |
|
1999 |
|
8.4 |
|
-1.06 |
|
1.22 |
|
8.24 |
|
-6.08 |
|
|
0.7 |
|
7.97 |
|
10.54 |
|
3.06 |
|
8.25 |
|
16.08 |
|
-1.19 |
|
7.2 |
|
5.88 |
|
0.25 |
|
6.58 |
|
9.59 |
|
|
-1.52 |
|
7.14 |
|
19.65 |
|
1999 |
|
7.09 |
|
33.76 |
|
-2.05 |
|
6.56 |
|
6.94 |
|
1999 |
|
5.68 |
|
15.67 |
|
|
2.22 |
|
6.13 |
|
-12.48 |
|
8.77 |
|
5.7 |
|
-26.85 |
|
0.86 |
|
5.6 |
|
1.86 |
|
15.52 |
|
4.78 |
|
-8.19 |
|
|
1999 |
|
4.46 |
|
Standard Deviation |
10.67 |
|
21.04 |
|
3.11 |
|
Standard Deviation |
19.13 |
|
1998 |
|
4.26 |
|
Standard Deviation |
3.9 |
|
7.59 |
|
2.62 |
|
Standard Deviation |
8.51 |
|
|
6.98 |
|
8 Yr |
|
1 |
|
-12.27 |
|
8 Yr |
|
1 |
|
9.83 |
|
8 Yr |
|
1 |
|
7.93 |
|
8 Yr |
|
1 |
|
|
11.44 |
|
9.64 |
|
0 |
|
1998 |
|
11.35 |
|
0 |
|
9.53 |
|
7.93 |
|
0 |
|
1998 |
|
8.41 |
|
0 |
|
|
-4.46 |
|
8.35 |
|
1 |
|
30.71 |
|
9.28 |
|
1 |
|
0.3 |
|
6.93 |
|
1 |
|
29.92 |
|
6.68 |
|
1 |
|
|
1998 |
|
7.72 |
|
-0.07 |
|
28.58 |
|
8.35 |
|
-0.23 |
|
1997 1996 1995 |
|
6.34 |
|
1.04 |
|
15.57 |
|
5.84 |
|
0.04 |
|
|
23.44 |
|
6.85 |
|
-0.79 |
|
2.13 |
|
6.86 |
|
-4.41 |
|
Returns in Up Markets |
|
5.59 |
|
4.05 |
|
14.35 |
|
5.1 |
|
0.35 |
|
|
21.37 |
|
5 |