| SUNRISE POLICE |
SCROLL
TO RIGHT------> |
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Small Cap |
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| LOCK |
DOM. EQ. TOTAL EXECUTIVE HERE |
LOCK |
LOCK |
DOM.EQ. TOTAL UNIVERSE HERE |
LOCK |
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DOM. EQ. TOTAL RISK HERE |
LOCK |
LOCK |
DHJ EQ. TOTAL EXECUTIVE HERE |
LOCK |
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DHJ TOTAL UNIVERSE HERE |
LOCK |
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DHJ TOTAL RISK HERE |
LOCK |
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BUCKHEAD EQUITY EXECUTIVE HERE |
LOCK |
LOCK |
BUCKHEAD EQUITY
UNIVERSE HERE |
LOCK |
LOCK |
BUCKHEAD EQUITY RISK HERE |
LOCK |
BUCKHEAD EQUITY EXECUTIVE HERE |
LOCK |
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BUCKHEAD EQUITY
UNIVERSE HERE |
LOCK |
LOCK |
BUCKHEAD EQUITY RISK HERE |
LOCK |
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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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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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Sunrise Police |
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Sunrise Police |
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Sunrise Police |
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Domestic Equity |
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Domestic Equity |
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Domestic Equity |
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DHJ Equity |
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DHJ Equity |
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DHJ Equity |
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Buckhead (Large Cap Equity + Cash) |
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Buckhead (Large Cap Equity + Cash) |
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Buckhead (Large Cap Equity + Cash) |
Buckhead (Small Cap Equity + Cash) |
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Buckhead (Small Cap Equity + Cash) |
|
Buckhead (Small Cap Equity + Cash) |
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Executive Summary |
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Universe Comparisons |
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Risk Measures |
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Executive Summary |
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Universe Comparisons |
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Risk Measures |
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Executive Summary |
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Universe Comparisons |
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Risk Measures |
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Executive Summary |
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Universe Comparisons |
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Risk Measures |
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30 |
|
Broad Large Cap Core Equity |
|
32 |
|
44 |
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Broad Large Cap Growth Core Equity |
|
48 |
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58 |
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Broad Large Cap Value Core Equity |
|
62 |
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65 |
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Broad Small Cap Value Core |
|
69 |
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Inception date is December 31, 1997 |
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31 |
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3 Yr |
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Inception date is December 31, 1997 |
|
46 |
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3 Yr |
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Inception date is December 31, 2002 |
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60 |
|
1 Yr |
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Inception date is March 18, 2004 |
|
67 |
|
Incept |
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All dollar values are shown in
thousands. |
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Returns are in percent.
"%-tile" is the percentile ranking within the universe. |
# of Negative Qtrs |
|
All dollar values are shown in thousands. |
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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 |
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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. |
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Returns for periods exceeding one
year are annualized. |
# of Positive Qtrs |
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Returns are gross of fees. |
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Incept is December 31, 1997 to March
31, 2004 |
Batting Average |
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Returns are gross of fees. |
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Incept is December 31, 1997 to June
30, 2004 |
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Batting Average |
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Returns are gross of fees. |
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Incept is December 31, 2002 to June
30, 2004 |
|
Batting Average |
|
Returns are gross of fees. |
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Incept is March 18, 2004 to June 30,
2004 |
|
Batting Average |
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Account Reconciliation |
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Trailing Returns through March 31,
2004 |
|
Worst Qtr |
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Account Reconciliation |
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Trailing Returns through June 30, 2004 |
|
Worst Qtr |
|
Account Reconciliation |
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Trailing Returns through June 30, 2004 |
|
Worst Qtr |
|
Account Reconciliation |
|
Trailing Returns through June 30, 2004 |
|
Worst Qtr |
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|
Beginning Value |
|
Fund |
|
Best Qtr |
|
Beginning Value |
|
Fund |
|
Best Qtr |
|
Beginning Value |
|
Fund |
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Best Qtr |
|
Beginning Value |
|
Fund |
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Best Qtr |
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Net Flows |
|
Return |
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Range |
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Net Flows |
|
Return |
|
Range |
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Net Flows |
|
Return |
|
Range |
|
Net Flows |
|
Return |
|
Range |
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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 |
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Ending Value |
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S&P500 |
|
Standard Deviation |
|
Ending Value |
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S&P500 |
|
Standard Deviation |
|
Ending Value |
|
S&P500 |
|
Standard Deviation |
|
Ending Value |
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R2000V |
|
Standard Deviation |
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3/31/2004 |
|
Return |
|
Beta |
|
6/30/2004 |
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Return |
|
Beta |
|
6/30/2004 |
|
Return |
|
Beta |
|
6/30/2004 |
|
Return |
|
Beta |
|
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
|
19,769 |
|
Universe |
|
R-Squared |
|
11,488 |
|
Universe |
|
R-Squared |
|
10,802 |
|
Universe |
|
R-Squared |
|
2,986 |
|
Universe |
|
R-Squared |
|
|
4,333 |
|
5th %-tile |
|
Sharpe Ratio |
|
-241 |
|
5th %-tile |
|
Sharpe Ratio |
|
300 |
|
5th %-tile |
|
Sharpe Ratio |
|
167 |
|
5th %-tile |
|
Sharpe Ratio |
|
|
390 |
|
25th %-tile |
|
Treynor Ratio |
|
137 |
|
25th %-tile |
|
Treynor Ratio |
|
-73 |
|
25th %-tile |
|
Treynor Ratio |
|
261 |
|
25th %-tile |
|
Treynor Ratio |
|
|
24,492 |
|
50th %-tile |
|
Tracking Error |
|
11,384 |
|
50th %-tile |
|
Tracking Error |
|
11,029 |
|
50th %-tile |
|
Tracking Error |
|
3,415 |
|
50th %-tile |
|
Tracking Error |
|
|
2004 |
|
75th %-tile |
|
Information Ratio |
|
2004 |
|
75th %-tile |
|
Information Ratio |
|
2004 |
|
75th %-tile |
|
Information Ratio |
|
2004 |
|
75th %-tile |
|
Information Ratio |
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|
YTD |
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95th %-tile |
|
Fund |
|
YTD |
|
95th %-tile |
|
Fund |
|
YTD |
|
95th %-tile |
|
Fund |
|
YTD |
|
95th %-tile |
|
Fund |
|
|
19,769 |
|
|
2 Qtrs |
|
|
4 |
|
10,474 |
|
2 Qtrs |
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5 |
|
10,084 |
|
|
2 Qtrs |
|
|
1 |
|
0 |
|
2 Qtrs |
|
0 |
|
|
4,333 |
|
|
14.53 |
|
8 |
|
852 |
|
0.59 |
|
7 |
|
634 |
|
|
3.07 |
|
3 |
|
3,067 |
|
10.76 |
|
1.14 |
|
|
390 |
|
|
33 |
|
|
58.33 |
|
58 |
|
82 |
|
33.33 |
|
311 |
|
|
62 |
|
|
75 |
|
348 |
|
8.93 |
|
Batting Average |
100 |
|
|
24,492 |
|
14.08 |
|
-17.77 |
|
11,384 |
|
3.44 |
|
-15.29 |
|
11,029 |
|
3.44 |
|
-0.69 |
|
3,415 |
|
7.43 |
|
|
3.01 |
|
|
12/31/1997 |
|
40 |
|
14.61 |
|
12/31/1997 |
|
27 |
|
11.55 |
|
12/31/2002 |
|
34 |
|
14.95 |
|
3/18/2004 |
|
5.71 |
|
|
8.35 |
|
|
Incept |
|
19.01 |
|
32.38 |
|
Incept |
|
6.21 |
|
26.84 |
|
Incept |
|
6.6 |
|
15.64 |
|
Incept |
|
3.61 |
|
|
5.34 |
|
| |
10,999 |
|
15.19 |
|
-25.33 |
|
10,999 |
|
3.59 |
|
-23.77 |
|
|
6,658 |
|
3.86 |
|
23.13 |
|
2,899 |
|
3 Qtrs |
|
Standard Deviation |
6.67 |
|
|
8,274 |
|
13.84 |
|
20.64 |
|
-4,740 |
|
2.33 |
|
18.49 |
|
1,629 |
|
3.24 |
|
8.97 |
|
167 |
|
30.16 |
|
Beta |
0.39 |
|
|
5,218 |
|
|
12.4 |
|
0.99 |
|
5,125 |
|
|
1.05 |
|
0.88 |
|
2,743 |
|
|
2.7 |
|
1.03 |
|
348 |
|
25.88 |
|
Annualized Alpha |
36.68 |
|
|
24,492 |
24,492,000 |
|
9.7 |
|
0.67 |
|
11,384 |
11,384,000 |
|
-1.07 |
|
-2.15 |
|
11,029 |
11,029,000 |
|
0.96 |
|
3 |
0.03 |
3,415 |
3,415,000 |
|
23.35 |
|
R-Squared |
0.54 |
|
|
Investment Policy |
|
3 Qtrs |
|
1 |
|
Investment Policy |
|
3 Qtrs |
|
0.98 |
|
Investment Policy |
|
3 Qtrs |
|
0.76 |
|
Investment Policy |
|
21.32 |
|
1.7 |
|
|
Index |
|
18.62 |
|
-0.03 |
|
Index |
|
9.83 |
|
-0.23 |
|
Index |
|
18.48 |
|
2.47 |
|
Index |
|
16.04 |
|
29.08 |
|
|
S&P 500 |
|
24 |
|
-0.6 |
|
S&P 500 |
|
88 |
|
-4.77 |
|
S&P 500 |
|
17 |
|
21.52 |
|
Russell 2000 Value |
|
1 Yr |
|
9.01 |
|
|
Total |
|
17.09 |
|
1.29 |
|
Total |
|
16.04 |
|
3.54 |
|
Total |
|
16.04 |
|
4.44 |
|
Total |
|
39.57 |
|
1.13 |
|
|
Weight |
|
40 |
|
0.52 |
|
Weight |
|
15 |
|
-0.54 |
|
Weight |
|
40 |
|
0.91 |
|
Weight |
|
34.88 |
|
Policy |
R2000V |
|
|
100 |
|
24.7 |
|
S&P500 |
|
100 |
|
18.94 |
|
S&P500 |
|
100 |
|
21.2 |
|
S&P500 |
|
100 |
|
32.43 |
|
0 |
|
|
100 |
|
18.47 |
|
4 |
|
100 |
|
14.91 |
|
4 |
|
100 |
|
17.2 |
|
0 |
|
100 |
|
28.48 |
|
1.14 |
|
|
Trailing Returns through March 31,
2004 |
|
16.8 |
|
8 |
|
Trailing Returns through June 30, 2004 |
|
12.93 |
|
8 |
|
Trailing Returns through June 30, 2004 |
|
15.76 |
|
4 |
|
Trailing Returns through June 30, 2004 |
|
20.78 |
|
0 |
|
|
Fund |
|
15.49 |
|
41.67 |
|
Fund |
|
11.11 |
|
66.67 |
|
Fund |
|
14.87 |
|
25 |
|
Fund |
|
2 Yr |
|
0.58 |
|
|
S&P500 |
|
11.19 |
|
-17.28 |
|
S&P500 |
|
8.38 |
|
-17.28 |
|
S&P500 |
|
11.54 |
|
1.69 |
|
R2000V |
|
19.66 |
|
0.85 |
|
|
Diff |
|
|
1 Yr |
|
|
15.39 |
|
Diff |
|
|
1 Yr |
|
|
15.39 |
|
Diff |
|
|
1 Yr |
|
|
12.18 |
|
Diff |
|
15.69 |
|
0.27 |
|
|
1 Yr |
|
1 Yr FUND |
35.96 |
0.3596 |
|
32.67 |
|
1 Yr |
|
1 Yr FUND |
13.45 |
0.1345 |
|
32.67 |
|
1 Yr |
|
1 Yr FUND |
23.13 |
0.2313 |
|
10.49 |
|
1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8
Yr 9 Yr 10 Yr |
|
13.59 |
|
|
12.68 |
|
|
35.96 |
|
UNIVERSE |
34 |
|
-24.76 |
|
1/13/1900 |
|
UNIVERSE |
81 |
|
-24.76 |
|
1/23/1900 |
|
UNIVERSE |
10 |
|
19.11 |
|
3/18/2004 |
|
11.77 |
|
1 |
|
|
35.12 |
|
POLICY |
35.12 |
0.3512 |
|
20.91 |
|
19.11 |
|
POLICY |
19.11 |
0.1911 |
|
20.7 |
|
19.11 |
|
POLICY |
19.11 |
0.1911 |
|
7.57 |
|
Incept |
|
6.28 |
|
0 |
|
|
0.84 |
|
39 |
|
1 |
|
-5.66 |
|
24 |
|
1 |
|
4.02 |
|
32 |
|
1 |
|
11.61 |
|
3 Yr |
|
1 |
|
|
2 Yr |
|
46.22 |
|
0 |
|
2 Yr |
|
26.2 |
|
0 |
|
2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9
Yr 10 Yr |
|
26.32 |
|
0 |
|
1.43 |
|
17.38 |
|
0.09 |
|
|
0.76 |
|
37.64 |
|
1 |
|
1/5/1900 |
|
18.83 |
|
1 |
|
12/31/2002 |
|
19.87 |
|
1 |
|
10.18 |
|
12.33 |
|
1.16 |
|
|
0.83 |
|
34.56 |
|
-0.06 |
|
9.27 |
|
17 |
|
-0.11 |
|
Incept |
|
18.59 |
|
2.4 |
|
Calendar Year Returns |
|
10.03 |
|
0 |
|
|
-0.07 |
|
31.35 |
|
-1.26 |
|
-3.6 |
|
14.44 |
|
-2.3 |
|
24.74 |
|
17.32 |
|
18.15 |
|
Fund |
|
8.24 |
|
Diff |
|
|
3 Yr |
|
25.07 |
|
0 |
|
3 Yr |
|
11.13 |
|
0 |
|
21.01 |
|
12.63 |
|
0 |
|
R2000V |
|
2.19 |
|
0 |
|
|
1/1/1900 |
|
2 Yr |
|
Diff |
|
-2.59 |
|
2 Yr |
|
Diff |
|
1/3/1900 |
|
2 Yr |
|
Diff |
|
Diff |
|
4 Yr |
|
0 |
|
| |
0.63 |
|
0.76 |
|
|
0 |
|
|
################################## |
|
5.67 |
|
|
1 |
|
|
Calendar Year Returns |
|
12.27 |
|
|
1 |
|
6/30/2004 |
|
21.42 |
|
100 |
|
| |
1/0/1900 |
|
43 |
|
0 |
|
|
################################## |
|
72 |
|
-1 |
|
|
Fund |
|
9.16 |
|
-1 |
|
Qtr |
|
16.12 |
|
2.43 |
|
| |
4 Yr |
|
0.83 |
|
|
16.66 |
|
|
4 Yr |
|
9.27 |
|
|
-33.34 |
|
|
S&P500 |
|
8.53 |
|
|
50 |
|
8.35 |
|
13.07 |
|
7.5 |
|
|
-4.76 |
|
41 |
|
-0.49 |
|
-7.64 |
|
26 |
|
1.99 |
|
Diff |
|
7.07 |
|
-2.38 |
|
0.85 |
|
10.27 |
|
5.07 |
|
|
-5.48 |
|
6.66 |
|
-0.78 |
|
################################## |
|
12.98 |
|
-3.84 |
|
6/30/2004 |
|
4.38 |
|
2.77 |
|
7.5 |
|
4.99 |
|
-6.01 |
|
|
1/0/1900 |
|
2.3 |
|
-0.29 |
|
-3.21 |
|
9.29 |
|
-5.83 |
|
Qtr |
|
3 Yr |
|
5.15 |
|
2004 |
|
5 Yr |
|
-0.61 |
|
|
5 Yr |
|
0.54 |
|
-0.57 |
|
5 Yr |
|
6.78 |
|
0.99 |
|
-0.69 |
|
7.34 |
|
4.02 |
|
YTD 2003 2002 2001 2000 1999 1998
1997 1996 1995 |
|
17.4 |
|
36.68 |
|
|
-1.83 |
|
-0.89 |
|
-0.27 |
|
-2.46 |
|
5.4 |
|
-2.21 |
|
1.72 |
|
1.77 |
|
1.4 |
|
Returns in Up Markets |
|
13.83 |
|
-0.46 |
|
|
############################## |
|
-3.75 |
|
-0.01 |
|
-2.2 |
|
2.85 |
|
-0.12 |
|
################################ |
|
-0.4 |
|
0.03 |
|
Fund |
|
11.02 |
|
1.61 |
|
|
-0.63 |
|
3 Yr |
|
0.67 |
|
-0.26 |
|
3 Yr |
|
-2.15 |
|
2004 |
|
-1.19 |
|
3 |
|
R2000V |
|
8.57 |
|
27.92 |
|
|
6 Yr |
|
3 YR FUND |
1.3 |
0.013 |
|
0 |
|
6 Yr |
|
3 YR FUND |
-2.59 |
-0.0259 |
|
-0.02 |
|
YTD |
|
|
-3.45 |
|
|
-0.24 |
|
Ratio |
|
4.72 |
|
9.01 |
|
|
1/1/1900 |
|
UNIVERSE |
31 |
|
0.03 |
|
1/1/1900 |
|
UNIVERSE |
37 |
|
-0.12 |
|
1/3/1900 |
|
|
4 Yr |
|
0.07 |
|
3/18/2004 |
|
6 Yr |
|
|
1.83 |
|
POLICY |
0.63 |
0.0063 |
|
0.66 |
|
1.57 |
|
POLICY |
-0.69 |
-0.0069 |
|
-2.47 |
|
3.44 |
|
|
11.02 |
|
|
3.37 |
|
Incept |
|
13.79 |
|
|
-0.67 |
|
41 |
|
1.29 |
|
0.34 |
|
20 |
|
3.54 |
|
-0.37 |
|
|
3.67 |
|
4.44 |
|
11.6 |
|
10.9 |
|
|
7 Yr 8 Yr 9 Yr 10 Yr |
|
6.89 |
|
5 Yr |
5 Yr |
|
7 Yr 8 Yr 9 Yr 10 Yr |
|
1.86 |
|
5 Yr |
5 Yr |
|
6/25/1905 |
|
-1.41 |
|
Incept |
Incept |
|
1.4 |
|
8.59 |
|
|
12/31/1997 |
|
1.67 |
|
# of Negative Qtrs |
|
12/31/1997 |
|
-1.08 |
|
# of Negative Qtrs |
|
2/4/1900 |
|
-4.67 |
|
# of Negative Qtrs |
|
811.9 |
|
6.47 |
|
|
Incept |
|
0.35 |
|
# of Positive Qtrs |
|
Incept |
|
-3.87 |
|
# of Positive Qtrs |
|
28.68 |
|
-5.64 |
|
# of Positive Qtrs |
|
Returns in Down Markets |
|
3.87 |
|
|
3.26 |
|
-0.93 |
|
Batting Average |
|
1/5/1900 |
|
-5.76 |
|
Batting Average |
|
6.48 |
|
5 Yr |
|
Batting Average |
|
Fund |
|
7 Yr |
|
|
3.91 |
|
-3.92 |
|
Worst Qtr |
|
1/4/1900 |
|
-7.79 |
|
Worst Qtr |
|
2002 2001 2000 1999 1998 1997 1996
1995 |
|
7.18 |
|
Worst Qtr |
|
R2000V |
|
14.21 |
|
|
############################## |
|
4 Yr |
|
Best Qtr |
|
1/0/1900 |
|
4 Yr |
|
Best Qtr |
|
Returns in Up Markets |
|
1.9 |
|
Best Qtr |
|
Ratio |
|
12.13 |
|
|
Calendar Year Returns |
|
-4.76 |
|
Range |
|
Calendar Year Returns |
|
-7.64 |
|
Range |
|
Fund |
|
-0.86 |
|
Range |
|
3/18/2004 |
|
9.92 |
|
|
Fund |
|
40 |
|
Worst 4 Qtrs |
|
Fund |
|
32 |
|
Worst 4 Qtrs |
|
S&P500 |
|
-2.49 |
|
Worst 4 Qtrs |
|
Incept |
|
8.48 |
|
|
S&P500 |
|
-5.48 |
|
Standard Deviation |
|
S&P500 |
|
-4.43 |
|
Standard Deviation |
|
Ratio |
|
-3.59 |
|
Standard Deviation |
|
5.89 |
|
|
Diff |
|
49 |
|
Beta |
|
Diff |
|
13 |
|
Beta |
|
1 Yr |
|
6 Yr |
|
Beta |
|
8 Yr |
|
|
3/31/2004 |
|
3.81 |
|
Annualized Alpha |
|
6/30/2004 |
|
-3.03 |
|
Annualized Alpha |
|
1/23/1900 |
|
7.94 |
|
Annualized Alpha |
|
15.56 |
|
|
Qtr |
|
-2.09 |
|
R-Squared |
|
Qtr |
|
-6.56 |
|
R-Squared |
|
19.1 |
|
3.84 |
|
R-Squared |
|
13.99 |
|
|
2.06 |
|
-5.61 |
|
Sharpe Ratio |
|
1.29 |
|
-9.69 |
|
Sharpe Ratio |
|
121 |
|
1.71 |
|
Sharpe Ratio |
|
11.76 |
|
|
1.69 |
|
-6.74 |
|
Treynor Ratio |
|
1/1/1900 |
|
-11.79 |
|
Treynor Ratio |
|
12/31/2002 |
|
1.05 |
|
Treynor Ratio |
|
10.67 |
|
|
1/0/1900 |
|
-10.38 |
|
Tracking Error |
|
################################## |
|
-14.71 |
|
Tracking Error |
|
Incept |
|
-0.87 |
|
Tracking Error |
|
8.06 |
|
|
2004 |
|
5 Yr |
|
Information Ratio |
|
2004 |
|
5 Yr |
|
Information Ratio |
|
34.7 |
|
7 Yr |
|
Information Ratio |
|
Calendar Year Returns |
|
|
YTD |
|
5 YR FUND |
-1.83 |
-0.0183 |
|
Fund |
|
YTD |
|
5 YR FUND |
-2.46 |
-0.0246 |
Fund |
Fund |
|
29 |
|
9.62 |
|
|
Fund |
|
Fund |
|
|
2.06 |
|
UNIVERSE |
69 |
|
8 |
|
0.59 |
|
UNIVERSE |
36 |
|
9 |
|
119.6 |
|
|
6.54 |
|
2 |
|
Return |
|
|
1.69 |
|
POLICY |
-1.2 |
-0.012 |
|
12 |
|
3.44 |
|
POLICY |
-2.2 |
-0.022 |
|
11 |
|
Returns in Down Markets |
|
|
5.03 |
|
|
4 |
|
%-tile |
|
|
1/0/1900 |
|
51 |
|
Batting Average |
55 |
|
-2.85 |
|
34 |
|
Batting Average |
50 |
|
Fund |
|
|
4.26 |
|
Batting Average |
66.67 |
|
R2000V |
|
|
2003 |
|
9.66 |
|
|
-17.77 |
|
2003 |
|
4.57 |
|
|
-16.95 |
|
S&P500 |
|
2.13 |
|
|
-3.96 |
|
Return |
|
|
1/29/1900 |
|
1.38 |
|
|
14.61 |
|
23.08 |
|
-0.63 |
|
|
18.83 |
|
Ratio |
|
8 Yr |
|
|
17.8 |
|
%-tile |
|
|
28.68 |
|
-1.18 |
|
|
32.38 |
|
1/28/1900 |
|
-3.86 |
|
|
35.78 |
|
1 Yr |
|
12.37 |
|
|
21.76 |
|
Universe |
|
|
0.77 |
|
-2.09 |
|
|
-25.89 |
|
################################## |
|
-5.45 |
|
|
-33.13 |
|
12/31/2002 |
|
9.28 |
|
|
23.13 |
|
5th %-tile |
|
|
2002 |
|
-4.94 |
|
Standard Deviation |
18.42 |
|
2002 |
|
-8.36 |
|
Standard Deviation |
19.78 |
|
Incept |
|
8.15 |
|
Standard Deviation |
10.87 |
|
25th %-tile |
|
|
-21.99 |
|
6 Yr |
|
Beta |
0.94 |
|
|
-20.58 |
|
6 Yr |
|
Beta |
1 |
|
-4 |
|
6.83 |
|
Beta |
1.03 |
|
|
50th %-tile |
|
|
-22.1 |
|
1.16 |
|
Annualized Alpha |
-0.72 |
-0.0072 |
|
-22.1 |
|
1.91 |
|
Annualized Alpha |
-0.08 |
-0.0008 |
|
-3.1 |
|
4.68 |
|
Annualized Alpha |
2.66 |
0.0266 |
|
75th %-tile |
|
|
1/0/1900 |
|
67 |
|
R-Squared |
0.97 |
|
1.52 |
|
33 |
|
R-Squared |
0.92 |
|
5/4/1900 |
|
Calendar Year Returns |
|
R-Squared |
0.85 |
|
95th %-tile |
|
|
6/23/1905 |
|
1.83 |
|
-0.28 |
|
2001 |
|
1.57 |
|
-0.28 |
|
|
|
Fund |
|
2.18 |
|
Qtr |
|
|
-11.7 |
|
44 |
|
-5.48 |
|
-16.13 |
|
36 |
|
-5.59 |
|
Return |
|
23.02 |
|
QU. FUND |
8.35 |
0.0835 |
|
|
-11.88 |
|
7.64 |
|
3.6 |
|
-11.88 |
|
7.4 |
|
5.44 |
|
%-tile |
|
4.18 |
|
UNIVERSE |
1 |
|
|
1/0/1900 |
|
2.97 |
|
-0.17 |
|
-4.25 |
|
3.11 |
|
-0.05 |
|
|
|
S&P500 |
|
0.89 |
|
POLICY |
0.85 |
0.0085 |
|
|
2000 |
|
1.62 |
|
Policy |
S&P500 |
|
2000 |
|
0.39 |
|
Policy |
S&P500 |
|
Return |
|
Policy |
S&P500 |
|
71 |
|
|
-5.58 |
|
0.67 |
|
9 |
|
-6.27 |
|
-1.51 |
|
9 |
|
%-tile |
|
1 |
|
4.37 |
|
|
-9.11 |
|
-2.03 |
|
11 |
|
-9.11 |
|
-3.77 |
|
11 |
|
Universe |
|
5 |
|
3.05 |
|
|
3.53 |
|
7 Yr |
|
45 |
|
2.84 |
|
7 Yr |
|
50 |
|
5th %-tile |
|
33.33 |
|
1.65 |
|
|
1999 |
|
11.91 |
|
-17.28 |
|
1999 |
|
10.32 |
|
-17.28 |
|
25th %-tile |
|
-3.15 |
|
0.39 |
|
|
8.77 |
|
8.12 |
|
15.39 |
|
26.62 |
|
5.83 |
|
15.39 |
|
50th %-tile |
|
|
15.39 |
|
-1.13 |
|
|
1/21/1900 |
|
7.04 |
|
32.67 |
|
21.04 |
|
4.32 |
|
32.67 |
|
|
|
75th %-tile |
|
18.54 |
|
YTD |
|
|
-12.27 |
|
5.65 |
|
-26.62 |
|
5.58 |
|
2.49 |
|
-26.62 |
|
95th %-tile |
|
|
19.11 |
|
10.76 |
|
|
1998 |
|
2.86 |
|
Standard Deviation |
19.2 |
|
6/20/1905 |
|
0.37 |
|
Standard Deviation |
18.95 |
|
Qtr |
|
Standard Deviation |
9.76 |
|
8.93 |
|
|
30.71 |
|
8 Yr |
|
1 |
|
40.41 |
|
8 Yr |
|
1 |
|
QU. FUND |
-0.69 |
-0.0069 |
|
1 |
|
7.43 |
|
|
28.58 |
|
11.91 |
|
0 |
|
28.58 |
|
12.11 |
|
0 |
|
UNIVERSE |
95 |
|
0 |
|
5.71 |
|
|
2.13 |
|
8.87 |
|
1 |
|
11.83 |
|
8.33 |
|
1 |
|
POLICY |
1.72 |
0.0172 |
|
1 |
|
3.61 |
|
|
1997 1996 1995 |
|
8.22 |
|
-0.24 |
|
1997 1996 1995 |
|
6.66 |
|
-0.28 |
|
|
|
25 |
|
2.05 |
|
2003 |
|
|
Returns in Up Markets |
|
6.8 |
|
-4.52 |
|
Returns in Up Markets |
|
5.29 |
|
-5.33 |
|
2.8 |
|
19.98 |
|
53.56 |
|
|
Fund |
|
4.05 |
|
0 |
|
Fund |
|
3.3 |
|
0 |
|
1.7 |
|
0 |
|
43.94 |
|
|
S&P500 |
|
Calendar Year Returns |
|
Diff |
|
S&P500 |
|
Calendar Year Returns |
|
Diff |
|
1.53 |
|
Diff |
|
38.98 |
|
|
Ratio |
|
Fund |
|
-1 |
|
Ratio |
|
Fund |
|
0 |
|
0.77 |
|
1 |
|
35.3 |
|
|
3 Yr |
|
Return |
|
|
1 |
|
3 Yr |
|
Return |
|
|
0 |
|
-0.76 |
|
|
-1 |
|
27.69 |
|
|
32.2 |
|
%-tile |
|
10 |
|
23.1 |
|
%-tile |
|
0 |
|
YTD |
|
33.34 |
|
2002 |
|
|
31.2 |
|
S&P500 |
|
|
-0.49 |
|
28.6 |
|
S&P500 |
|
|
0.33 |
|
3.07 |
|
|
-0.81 |
|
1.2 |
|
|
103 |
|
Return |
|
-0.78 |
|
80.7 |
|
Return |
|
3.44 |
|
62 |
|
2.41 |
|
-6.32 |
|
|
5 Yr |
|
%-tile |
|
-0.29 |
|
5 Yr |
|
%-tile |
|
3.11 |
|
|
|
3.44 |
|
3.22 |
|
-11.28 |
|
|
31 |
|
Universe |
|
0.73 |
|
30.9 |
|
Universe |
|
-6.51 |
|
34 |
|
4.02 |
|
-15.78 |
|
|
32.4 |
|
5th %-tile |
|
-0.78 |
|
30 |
|
5th %-tile |
|
0.83 |
|
6.6 |
|
1.11 |
|
-20.15 |
|
|
95.6 |
|
25th %-tile |
|
-0.06 |
|
4/12/1900 |
|
25th %-tile |
|
0 |
|
3.86 |
|
0.03 |
|
2001 |
|
|
6 Yr |
|
50th %-tile |
|
|
-0.72 |
|
6 Yr |
|
50th %-tile |
|
|
-0.08 |
|