| SUNRISE POLICE |
SCROLL
TO RIGHT------> |
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Small Cap |
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| LOCK |
BUCKHEAD TOTAL EXECUTIVE HERE |
LOCK |
LOCK |
BUCKHEAD TOTAL UNIVERSE HERE |
LOCK |
LOCK |
BUCKHEAD TOTAL RISK HERE |
LOCK |
LOCK |
DHJ LG.GR. EXECUTIVE HERE |
LOCK |
LOCK |
DHJ EQ. UNIVERSE HERE |
LOCK |
LOCK |
DHJ EQ 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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Buckhead Equity (Large Cap Value +
Small Cap Value + Cash) |
Buckhead Equity (Large Cap Value +
Small Cap Value + Cash) |
Buckhead Equity (Large Cap Value +
Small Cap Value + Cash) |
DHJ Large Cap Growth Equity |
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DHJ Large Cap Growth Equity |
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DHJ Large Cap Growth Equity |
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Buckhead (Large Cap Value Equity +
Cash) |
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Buckhead (Large Cap Value Equity +
Cash) |
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Buckhead (Large Cap Value Equity +
Cash) |
Buckhead (Small Cap Equity + Cash) |
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Buckhead (Small Cap Equity + Cash) |
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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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Inception date is March 31, 2004 |
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70% Broad LC V Core. 30% Broad SCV
Core |
|
1 Yr |
|
37 |
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Broad Large Cap Growth Conservative
Equity |
|
41 |
|
51 |
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Broad Large Cap Value Core Equity |
|
55 |
|
58 |
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Broad Small Cap Value Core |
|
62 |
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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 |
|
Inception date is December 31, 1997 |
|
39 |
|
3 Yr |
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Inception date is December 31, 2002 |
|
53 |
|
2 Yr |
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Inception date is March 31, 2004 |
|
60 |
|
Incept |
1 Yr |
|
|
Returns for periods exceeding one
year are annualized. |
Returns for periods exceeding one
year are annualized. |
# of Positive 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 |
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Returns are net of fees. |
|
Incept is March 31, 2004 to March
31, 2007 |
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Batting Average |
|
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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Account Reconciliation |
|
Trailing Returns through March 31,
2007 |
|
Worst Qtr |
|
Returns are gross of fees. |
|
Incept is December 31, 1997 to March
31, 2007 |
|
Batting Average |
|
Returns are net of fees. |
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Incept is December 31, 2002 to March
31, 2007 |
|
Batting Average |
|
Returns are net of fees. |
|
Incept is March 31, 2004 to March
31, 2007 |
|
Batting Average |
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|
Beginning Value |
|
Fund |
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Best Qtr |
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Account Reconciliation |
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Trailing Returns through March 31, 2007 |
|
Worst Qtr |
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Account Reconciliation |
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Trailing Returns through March 31, 2007 |
|
Worst Qtr |
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Account Reconciliation |
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Trailing Returns through March 31, 2007 |
|
Worst Qtr |
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Net Flows |
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Return |
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Range |
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Beginning Value |
|
Fund |
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Best Qtr |
|
Beginning Value |
|
Fund |
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Best Qtr |
|
Beginning Value |
|
Fund |
|
Best Qtr |
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Investment G/L |
|
%-tile |
|
Worst 4 Qtrs |
|
Net Flows |
|
Return |
|
Range |
|
Net Flows |
|
Return |
|
Range |
|
Net Flows |
|
Return |
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Range |
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Ending Value |
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Policy |
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Standard Deviation |
|
Investment G/L |
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%-tile |
|
Worst 4 Qtrs |
|
Investment G/L |
|
%-tile |
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Worst 4 Qtrs |
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Investment G/L |
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%-tile |
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Worst 4 Qtrs |
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3/31/2007 |
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Return |
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Beta |
|
Ending Value |
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R1000G |
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Standard Deviation |
|
Ending Value |
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S&P500 |
|
Standard Deviation |
|
Ending Value |
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R2000V |
|
Standard Deviation |
|
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
3/31/2007 |
|
Return |
|
Beta |
|
3/31/2007 |
|
Return |
|
Beta |
|
3/31/2007 |
|
Return |
|
Beta |
|
|
19,864 |
|
Universe |
|
R-Squared |
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
Qtr |
|
%-tile |
|
Annualized Alpha |
|
|
3 |
|
5th %-tile |
|
Sharpe Ratio |
|
11,334 |
|
Universe |
|
R-Squared |
|
14,878 |
|
Universe |
|
R-Squared |
|
4,986 |
|
Universe |
|
R-Squared |
|
|
288 |
|
25th %-tile |
|
Treynor Ratio |
|
-5,856 |
|
5th %-tile |
|
Sharpe Ratio |
|
4 |
|
5th %-tile |
|
Sharpe Ratio |
|
-1 |
|
5th %-tile |
|
Sharpe Ratio |
|
|
20,154 |
|
50th %-tile |
|
Tracking Error |
|
266 |
|
25th %-tile |
|
Treynor Ratio |
|
136 |
|
25th %-tile |
|
Treynor Ratio |
|
152 |
|
25th %-tile |
|
Treynor Ratio |
|
|
2,007 |
|
75th %-tile |
|
Information Ratio |
|
5,744 |
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50th %-tile |
|
Tracking Error |
|
15,017 |
|
50th %-tile |
|
Tracking Error |
|
5,137 |
|
50th %-tile |
|
Tracking Error |
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|
YTD |
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95th %-tile |
|
Fund |
|
2007 |
|
75th %-tile |
|
Information Ratio |
|
2007 |
|
75th %-tile |
|
Information Ratio |
|
2007 |
|
75th %-tile |
|
Information Ratio |
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18,946 |
|
2 Qtrs |
|
1 |
|
YTD |
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95th %-tile |
|
Fund |
|
YTD |
|
95th %-tile |
|
Fund |
|
YTD |
|
95th %-tile |
|
Fund |
|
|
-500 |
|
|
9.14 |
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|
3 |
|
11,457 |
|
3 Qtrs |
|
3 |
|
14,397 |
|
|
2 Qtrs |
|
|
1 |
|
4,549 |
|
2 Qtrs |
|
1 |
|
|
1,708 |
|
|
51 |
|
75 |
|
-6,328 |
|
7.6 |
|
9 |
|
-498 |
|
|
7.92 |
|
7 |
|
-1 |
|
12.95 |
0.1295 |
|
3 |
|
|
20,154 |
|
|
8.35 |
|
|
-1.59 |
|
615 |
|
100 |
|
50 |
|
1,119 |
|
|
51 |
|
|
50 |
|
589 |
|
26 |
|
Batting Average |
50 |
|
|
38,077 |
|
78 |
|
7.59 |
|
5,744 |
|
11.4 |
|
-4.9 |
|
15,017 |
|
7.38 |
|
-0.43 |
|
5,137 |
|
10.62 |
0.1062 |
|
-5.18 |
|
|
Incept |
|
11.59 |
|
9.18 |
|
12/31/1997 |
|
39 |
|
10.86 |
|
12/31/2002 |
|
60 |
|
6.95 |
|
3/31/2004 |
|
74 |
|
|
9.61 |
|
|
13,788 |
|
10.03 |
|
11.48 |
|
Incept |
|
13.48 |
|
15.76 |
|
Incept |
|
11.3 |
|
7.38 |
|
Incept |
|
16.58 |
|
|
14.79 |
|
| |
1,043 |
|
9.15 |
|
6.44 |
|
10,999 |
|
12.07 |
|
3.48 |
|
|
6,658 |
|
9.05 |
|
6.83 |
|
2,986 |
|
13.01 |
|
7.2 |
|
|
5,322 |
|
8.41 |
|
0.97 |
|
-12,334 |
|
10.14 |
|
8.46 |
|
1,733 |
|
7.94 |
|
5.99 |
|
664 |
|
11.25 |
|
Standard Deviation |
10.73 |
|
|
20,154 |
|
|
7.51 |
|
0.36 |
|
7,078 |
|
|
9.47 |
|
0.98 |
|
6,626 |
|
|
7.27 |
|
0.85 |
|
1,486 |
|
10.56 |
|
Beta |
1.1 |
|
|
Investment Policy |
#VALUE! |
|
3 Qtrs |
|
0.92 |
|
5,744 |
5,744,000 |
|
8.31 |
|
-0.63 |
|
15,017 |
15,017,000 |
|
5.72 |
|
0.65 |
0.0065 |
5,137 |
5,137,000 |
|
8.85 |
|
Annualized Alpha |
-3.63 |
-0.0363 |
|
Index |
|
13.28 |
|
1.01 |
|
Investment Policy |
|
1 Yr |
|
0.93 |
|
Investment Policy |
|
3 Qtrs |
|
0.8 |
|
Investment Policy |
|
3 Qtrs |
|
R-Squared |
0.65 |
|
|
S&P 500 |
|
48 |
|
6.69 |
|
Index |
|
3.48 |
0.0348 |
|
0.33 |
|
Index |
|
13.33 |
|
1.07 |
|
Index |
|
13.07 |
0.1307 |
|
0.21 |
|
|
Russell 2000 Value |
|
13.47 |
|
1.86 |
|
Russell 1000 Growth |
|
90 |
|
2.88 |
|
S&P 500 |
|
62 |
|
7.53 |
|
Russell 2000 Value |
|
24 |
|
2.01 |
|
|
Total |
|
42 |
|
0.04 |
|
Total |
|
7.06 |
0.0706 |
|
2.22 |
|
Total |
|
13.46 |
|
2.85 |
|
Total |
|
13.45 |
0.1345 |
|
6.39 |
|
|
Weight |
|
16.26 |
|
Policy |
|
Weight |
|
45 |
|
-0.38 |
|
Weight |
|
59 |
|
-0.41 |
|
Weight |
|
22 |
|
-0.5 |
|
|
70 |
|
14.26 |
|
1 |
|
100 |
|
12.66 |
|
R1000G |
|
100 |
|
17.24 |
|
S&P500 |
|
100 |
|
20.36 |
|
Policy |
R2000V |
|
|
30 |
|
13.2 |
|
3 |
|
100 |
|
9.06 |
|
3 |
|
100 |
|
15.14 |
|
1 |
|
100 |
|
12.72 |
|
1 |
|
|
100 |
|
12.14 |
|
25 |
|
Trailing Returns through March 31, 2007 |
|
6.21 |
|
9 |
|
Trailing Returns through March 31,
2007 |
|
14.03 |
|
7 |
|
Trailing Returns through March 31, 2007 |
|
10.22 |
|
3 |
|
|
Trailing Returns through March 31, 2007 |
|
10.84 |
|
-1.82 |
|
Fund |
|
5.85 |
|
50 |
|
Fund |
|
12.94 |
|
50 |
|
Fund |
|
9.64 |
|
50 |
|
|
Fund |
|
1 Yr |
|
7.4 |
|
R1000G |
|
2.65 |
|
-5.23 |
|
S&P500 |
|
10.92 |
|
-1.44 |
|
R2000V |
|
6.83 |
|
-2.7 |
|
|
Policy |
|
|
11.48 |
|
|
9.22 |
|
Diff |
|
|
2 Yr |
|
|
9.17 |
|
Diff |
|
|
1 Yr |
|
|
6.7 |
|
Diff |
|
1 Yr |
|
9.03 |
|
|
Diff |
|
1 Yr FUND |
51 |
0.51 |
|
11.41 |
|
1 Yr |
|
1 Yr FUND |
7.36 |
0.0736 |
|
14.4 |
|
1 Yr |
|
1 Yr FUND |
12.85 |
0.1285 |
|
8.14 |
|
1 Yr |
|
7.2 |
0.072 |
|
11.73 |
|
|
1 Yr |
|
UNIVERSE |
11.41 |
|
6.33 |
|
1/3/1900 |
|
UNIVERSE |
100 |
|
1.16 |
|
1/12/1900 |
|
UNIVERSE |
52 |
|
8.63 |
|
1/7/1900 |
|
45 |
|
10.38 |
|
|
11.48 |
|
POLICY |
51 |
0.51 |
|
1 |
|
7.06 |
|
POLICY |
10.06 |
0.1006 |
|
8.35 |
|
11.83 |
|
POLICY |
11.83 |
0.1183 |
|
6.31 |
|
10.38 |
|
10.38 |
0.1038 |
|
7.86 |
|
|
11.41 |
|
15.61 |
|
0 |
|
-3.58 |
|
43 |
|
1 |
|
1.02 |
|
68 |
|
1 |
|
-3.18 |
|
23 |
|
1 |
|
|
0.07 |
|
13.28 |
|
1 |
|
2 Yr |
|
15.12 |
|
0 |
|
2 Yr |
|
18.13 |
|
0 |
|
2 Yr |
|
16.98 |
|
0 |
|
|
2 Yr |
|
11.53 |
|
1.01 |
|
1/7/1900 |
|
10.77 |
|
1 |
|
1/10/1900 |
|
15.47 |
|
1 |
|
1/12/1900 |
|
10.07 |
|
1 |
|
|
1/11/1900 |
|
9.99 |
|
6.42 |
|
10.06 |
|
9.52 |
|
0.44 |
|
11.78 |
|
13 |
|
1.2 |
|
16.88 |
|
5.92 |
|
0.69 |
|
|
13.35 |
|
8.19 |
|
0 |
|
-2.7 |
|
8.96 |
|
3.67 |
|
-1.16 |
|
11.71 |
|
7.56 |
|
-4.06 |
|
4.92 |
|
5.39 |
|
|
-2.31 |
|
2 Yr |
|
Diff |
|
3 Yr |
|
8.18 |
|
0 |
|
3 Yr |
|
8.82 |
|
0 |
|
3 Yr |
|
0.67 |
|
0 |
|
|
3 Yr |
|
11.04 |
|
0 |
|
6.16 |
|
3 Yr |
|
Diff |
|
1/9/1900 |
|
2 Yr |
|
Diff |
|
1/13/1900 |
|
2 Yr |
|
Diff |
|
| |
1/10/1900 |
|
94 |
|
|
0 |
|
|
1/7/1900 |
|
6.16 |
0.0616 |
|
0 |
|
|
1/10/1900 |
|
2 Yr FUND |
10.62 |
0.1062 |
|
0 |
|
1/14/1900 |
|
12.82 |
0.1282 |
|
0 |
|
| |
1/11/1900 |
|
13.35 |
|
50 |
|
|
################################## |
|
87 |
|
0 |
|
|
-0.59 |
|
UNIVERSE |
91 |
|
0 |
|
-1.12 |
|
84 |
|
0 |
|
| |
-1.14 |
|
49 |
|
|
0.23 |
|
|
4 Yr |
|
7.01 |
0.0701 |
|
0 |
|
|
4 Yr |
|
POLICY |
11.78 |
0.1178 |
|
0 |
|
4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr |
|
16.88 |
0.1688 |
|
0 |
|
|
4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr |
|
16.47 |
|
0.19 |
|
10.57 |
|
54 |
|
0.33 |
|
1/17/1900 |
|
69 |
|
1.01 |
|
3/31/2004 |
|
18 |
|
-2.48 |
|
|
3/31/2004 |
|
14.3 |
|
-0.04 |
|
1/12/1900 |
|
11.4 |
|
1.69 |
|
1/15/1900 |
|
17.19 |
|
0.25 |
|
Incept |
|
19.62 |
|
0.58 |
|
|
Incept |
|
13.29 |
|
0.07 |
|
-2.24 |
|
9.44 |
|
1.36 |
|
1.72 |
|
|
13.72 |
|
-0.76 |
|
13.35 |
|
16.17 |
|
3.06 |
|
|
10.28 |
|
12.41 |
|
0.11 |
|
5 Yr |
|
7.14 |
|
2.32 |
|
5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr |
|
12.5 |
|
-1.8 |
|
14.47 |
|
14.26 |
|
-3.18 |
|
|
11.42 |
|
10.76 |
|
-0.03 |
|
2.64 |
|
6.5 |
|
0.11 |
|
12/31/2002 |
|
11.62 |
|
-0.32 |
|
-1.12 |
|
13.73 |
|
2.87 |
|
|
################################# |
|
3 Yr |
|
0.36 |
|
3.47 |
|
5.87 |
|
-0.02 |
|
Incept |
|
8.63 |
|
-0.15 |
|
Fiscal Year Returns Ending September |
|
11.44 |
|
0.1 |
|
|
Fiscal Year Returns Ending September |
|
10.28 |
|
-0.08 |
|
-0.83 |
|
4 Yr |
|
-0.63 |
|
15.36 |
|
3 Yr |
|
0.65 |
|
Fund |
|
3 Yr |
|
-3.63 |
|
|
Fund |
|
3 YR FUND |
91 |
0.91 |
|
0 |
|
6 Yr |
|
3 YR FUND |
10.57 |
0.1057 |
|
-0.07 |
|
13.99 |
|
|
9.47 |
0.0947 |
|
-0.2 |
|
R2000V |
|
13.35 |
0.1335 |
|
-0.35 |
|
|
Policy |
|
UNIVERSE |
11.42 |
|
0.27 |
|
1/2/1900 |
|
UNIVERSE |
100 |
|
-0.11 |
|
1.37 |
|
|
85 |
|
-0.13 |
|
Diff |
|
53 |
|
-0.48 |
|
|
Diff |
|
POLICY |
67 |
0.67 |
|
1.86 |
|
2.54 |
|
POLICY |
12.81 |
0.1281 |
|
-0.79 |
|
Fiscal Year Returns Ending September |
|
|
10.06 |
0.1006 |
|
-0.03 |
|
3/31/2007 |
|
14.47 |
0.1447 |
|
-3.38 |
|
|
3/31/2007 |
|
14.66 |
|
2 Yr |
|
0.15 |
|
44 |
|
2.22 |
|
Fund |
|
|
70 |
|
2.85 |
|
Qtr |
|
31 |
|
6.39 |
|
|
Qtr |
|
13.1 |
|
5 Yr |
# of Negative Qtrs |
|
7 Yr |
|
17.48 |
|
5 Yr |
5 Yr |
|
S&P500 |
|
15.15 |
|
3 Yr |
|
3.04 |
|
17.52 |
|
2 Yr |
|
|
1/1/1900 |
|
12.13 |
|
# of Positive Qtrs |
|
################################## |
|
13.95 |
|
# of Negative Qtrs |
|
Diff |
|
12.71 |
|
# of Negative Qtrs |
|
1.46 |
|
14.74 |
|
# of Negative Qtrs |
|
|
0.89 |
|
10.97 |
|
Batting Average |
|
-5.64 |
|
12.23 |
|
# of Positive Qtrs |
|
3/31/2007 |
|
11.51 |
|
# of Positive Qtrs |
|
1.58 |
|
13.4 |
|
# of Positive Qtrs |
|
|
0.56 |
|
9.64 |
|
Worst Qtr |
|
1/3/1900 |
|
11.86 |
|
Batting Average |
|
Qtr |
|
9.97 |
|
Batting Average |
|
2007 |
|
12.34 |
|
Batting Average |
|
|
2007 |
|
4 Yr |
|
Best Qtr |
|
8 Yr |
|
11.12 |
|
Worst Qtr |
|
0.91 |
|
7.79 |
|
Worst Qtr |
|
YTD |
|
10.68 |
|
Worst Qtr |
|
|
YTD |
|
22.15 |
|
Range |
|
1/1/1900 |
|
5 Yr |
|
Best Qtr |
|
1/0/1900 |
|
4 Yr |
|
Best Qtr |
|
1/12/1900 |
|
4 Yr |
|
Best Qtr |
|
|
1/9/1900 |
|
20.34 |
|
Worst 4 Qtrs |
|
################################## |
|
2.64 |
0.0264 |
|
Range |
|
1/0/1900 |
|
17.57 |
0.1757 |
|
Range |
|
1/10/1900 |
|
27.96 |
|
Range |
|
|
8.35 |
|
19.41 |
|
Standard Deviation |
|
1/2/1900 |
|
90 |
|
Worst 4 Qtrs |
|
2007 |
|
50 |
|
Worst 4 Qtrs |
|
2.33 |
|
24.85 |
|
Worst 4 Qtrs |
|
|
0.79 |
|
18.27 |
|
Beta |
|
9 Yr |
|
3.47 |
0.0347 |
|
Standard Deviation |
|
YTD |
|
15.85 |
0.1585 |
|
Standard Deviation |
|
2006 |
|
23.65 |
|
Standard Deviation |
|
|
2006 |
|
16.97 |
|
Annualized Alpha |
|
1/4/1900 |
|
60 |
|
Beta |
|
7.92 |
|
71 |
|
Beta |
|
1/9/1900 |
|
22.95 |
|
Beta |
|
|
1/11/1900 |
|
5 Yr |
|
R-Squared |
|
1/1/1900 |
|
7.14 |
|
Annualized Alpha |
|
1/7/1900 |
|
21.4 |
|
Annualized Alpha |
|
14 |
|
21.6 |
|
Annualized Alpha |
|
|
11.81 |
|
11.7 |
|
Sharpe Ratio |
|
2.49 |
|
5.01 |
|
R-Squared |
|
0.54 |
|
18.6 |
|
R-Squared |
|
-4.79 |
|
5 Yr |
|
R-Squared |
|
|
-0.74 |
|
10.24 |
|
Treynor Ratio |
|
10 Yr |
|
3.79 |
|
Sharpe Ratio |
|
2006 |
|
17.56 |
|
Sharpe Ratio |
|
2005 |
|
17.35 |
|
Sharpe Ratio |
|
|
2005 |
|
9.28 |
|
Tracking Error |
|
12/31/1997 |
|
3.23 |
|
Treynor Ratio |
|
1/11/1900 |
|
15.77 |
|
Treynor Ratio |
|
1/12/1900 |
|
13.95 |
|
Treynor Ratio |
|
|
1/11/1900 |
|
8.26 |
|
Information Ratio |
|
Incept |
|
2.42 |
|
Tracking Error |
|
1/10/1900 |
|
13.76 |
|
Tracking Error |
|
1/17/1900 |
|
12.44 |
|
Tracking Error |
|
|
13.96 |
|
7.28 |
|
Fund |
|
5.38 |
|
6 Yr |
|
Information Ratio |
|
1.13 |
|
5 Yr |
|
Information Ratio |
|
-4.82 |
|
11.37 |
|
Information Ratio |
|
|
-2.79 |
|
5 YR FUND |
6 Yr |
####### |
|
1 |
|
1/3/1900 |
|
5 YR FUND |
2.69 |
0.0269 |
Fund |
Fund |
|
2005 |
|
10.93 |
|
|
Fund |
|
2004 2003 2002 2001 2000 1999 1998 |
|
10.74 |
|
Fund |
|
|
2004 2003 2002 2001 2000 1999 1998 |
|
UNIVERSE |
11.68 |
|
7 |
|
2.35 |
|
UNIVERSE |
49 |
|
7 |
|
1/10/1900 |
|
|
8.95 |
|
3 |
|
Returns in Up Markets |
|
6 Yr |
|
1 |
|
|
Returns in Up Markets |
|
POLICY |
10.24 |
0.1024 |
|
50 |
|
Fiscal Year Returns Ending September |
|
POLICY |
2.54 |
0.0254 |
|
13 |
|
12.25 |
|
|
7.76 |
|
|
9 |
|
Fund |
|
20.55 |
|
7 |
|
|
Fund |
|
9.27 |
|
Batting Average |
-1.59 |
|
Fund |
|
53 |
|
Batting Average |
35 |
|
################################ |
|
|
6.18 |
|
50 |
|
R2000V |
|
16.9 |
|
50 |
|
|
Policy |
|
8.09 |
|
|
7.59 |
|
R1000G |
|
6.03 |
|
|
-15.29 |
|
2004 |
|
4.7 |
|
-1.09 |
|
Ratio |
|
14.55 |
|
-5.18 |
|
|
Ratio |
|
6.97 |
|
|
9.18 |
|
Diff |
|
3.85 |
|
|
11.55 |
|
1/16/1900 |
|
6 Yr |
|
8.88 |
|
1 Yr |
|
12.95 |
|
13.53 |
|
|
1 Yr |
|
7 Yr |
|
|
7.8 |
|
3/31/2007 |
|
2.61 |
|
|
26.84 |
|
13.87 |
|
9.6 |
|
9.97 |
|
1/13/1900 |
|
11.25 |
|
18.71 |
|
|
13.3 |
|
11.01 |
|
|
6.84 |
|
Qtr |
|
1.9 |
|
|
-23.77 |
|
1/2/1900 |
|
8.23 |
|
4.52 |
|
13.4 |
|
7 Yr |
|
7.2 |
|
|
13.5 |
|
9.43 |
|
Standard Deviation |
0.85 |
|
2.02 |
|
1.53 |
|
Standard Deviation |
13.39 |
|
2003 2002 2001 2000 1999 1998 |
|
6.86 |
|
6.41 |
|
97.2 |
|
18.13 |
|
13.02 |
|
|
98.6 |
|
7.67 |
|
Beta |
-0.24 |
|
|
1.19 |
|
7 Yr |
|
Beta |
0.86 |
|
Returns in Up Markets |
|
5.11 |
|
0.85 |
|
2 Yr |
|
15.78 |
|
1.04 |
|
|
2 Yr |
|
5.42 |
|
Annualized Alpha |
0.88 |
0.0088 |
|
0.83 |
|
-2.42 |
|
Annualized Alpha |
-0.46 |
-0.0046 |
|
Fund |
|
4.04 |
|
0.96 |
0.0096 |
1/18/1900 |
|
14.28 |
|
-4.01 |
-0.0401 |
|
1/13/1900 |
|
3.58 |
|
R-Squared |
1 |
|
2007 |
|
45 |
|
R-Squared |
0.96 |
|
S&P500 |
|
7 Yr |
|
0.82 |
|
1/21/1900 |
|
11.04 |
|
0.84 |
|
|
1/16/1900 |
|
8 Yr |
|
8.02 |
|
YTD |
|
-5.64 |
|
0.01 |
|
Ratio |
|
9.26 |
|
0.96 |
|
85.6 |
|
6.03 |
|
0.66 |
|
|
82.7 |
|
10.91 |
|
2.63 |
|
5.29 |
|
100 |
|
0.15 |
|
2 Yr |
|
7.59 |
|
7.21 |
|
3/31/2004 |
|
8 Yr |
|
8.27 |
|
|
3/31/2004 |
|
9.73 |
|
-0.88 |
|
7.19 |
|
3.08 |
|
3.33 |
|
1/12/1900 |
|
5.07 |
|
2.95 |
|
Incept |
|
19.37 |
|
5.2 |
|
|
Incept |
|
8.84 |
|
Policy |
|
-1.9 |
|
-0.5 |
|
-0.25 |
|
1/14/1900 |
|
1.76 |
|
-0.2 |
|
20.2 |
|
16.27 |
|
-0.78 |
|
|
15.8 |
|
7.52 |
|
Policy |
1 |
|
2006 |
|
-3.4 |
|
Policy |
R1000G |
|
86.1 |
|
0.71 |
|
S&P500 |
|
20.8 |
|
14.8 |
|
R2000V |
|
|
18.5 |
|
6.29 |
|
7 |
|
4.42 |
|
-4.05 |
|
6 |
|
3 Yr |
|
8 Yr |
|
3 |
|
97.1 |
|
14.32 |
|
1 |
|
|
85.2 |
|
Fiscal Year Returns Ending September |
|
50 |
|
6.03 |
|
-5.25 |
|
14 |
|
13.4 |
|
8.92 |
|
9 |
|
Returns in Down Markets |
|
12.69 |
|
7 |
|
|
Returns in Down Markets |
|
Fund |
|
-1.82 |
|
-1.61 |
|
8 Yr |
|
65 |
|
16.4 |
|
7.19 |
|
50 |
|
Fund |
|
Fiscal Year Returns Ending September |
|
50 |
|
|
Fund |
|
Return |
|
7.4 |
|
2005 |
|
1.18 |
|
-18.67 |
|
81.5 |
|
5.91 |
|
-2.15 |
|
R2000V |
|
Fund |
|
-2.7 |
|
|
Policy |
|
%-tile |
|
9.22 |
|
12.97 |
|
36 |
|
14.31 |
|
4 Yr |
|
3.84 |
|
|
9.23 |
|
Ratio |
|
Return |
|
13.5 |
|
|
Ratio |
|
Policy |
|
10.45 |
|
11.6 |
|
-1.4 |
|
32.98 |
|
1/22/1900 |
|
2.79 |
|
11.38 |
|
1 Yr |
|
%-tile |
|
16.2 |
|
|
1 Yr |
|
Return |
|
7.51 |
|
1.37 |
|
100 |
|
-26.76 |
|
21.9 |
|
Fiscal Year Returns Ending September |
|
|
4.91 |
|
-5.2 |
|
R2000V |
|
10.38 |
|
|
-1.6 |
|
%-tile |
|
Standard Deviation |
1 |
|
6/26/1905 |
|
6.79 |
|
Standard Deviation |
15.29 |
|
102.7 |
|
Fund |
|
6.86 |
|
-2.7 |
|
Return |
|
11.45 |
|
|
-1.8 |
|
Universe |
|
0 |
|
4.45 |
|
1.82 |
|
1 |
|
12/31/2002 |
|
Return |
|
1 |
|
191.9 |
|
QU. FUND |
%-tile |
#VALUE! |
|
1 |
|
|
87.4 |
|
5th %-tile |
|
1 |
|
7.51 |
|
0.69 |
|
0 |
|
Incept |
|
%-tile |
|
0 |
|
2 Yr |
|
UNIVERSE |
Universe |
|
0 |
|
|
2 Yr |
|
25th %-tile |
|
1.22 |
|
-3.06 |
|
-0.28 |
|
1 |
|
22.5 |
|
S&P500 |
|
1 |
|
-5.2 |
|
POLICY |
5th %-tile |
#VALUE! |
|
1 |
|
|
################################# |
|
50th %-tile |
|
9.13 |
|
2003 |
|
-0.87 |
|
0.06 |
|
1/21/1900 |
|
Return |
|
0.98 |
|
-2.7 |
|
25th %-tile |
|
1.11 |
|
|
-1.8 |
|
75th %-tile |
|
0 |
|
20.02 |
|
9 Yr |
|
0.96 |
|
102.7 |
|
QU. FUND |
%-tile |
|
6.72 |
|
191.9 |
|
50th %-tile |
#VALUE! |
|
12.66 |
|
|
87.4 |
|
95th %-tile |
|
Diff |
|
25.91 |
|
4 |
|
0 |
|
Returns in Down Markets |
|
UNIVERSE |
Universe |
|
0 |
|
3/31/2004 |
|
75th %-tile |
|
0 |
|
|
3/31/2004 |
|
Qtr |
|
0 |
|
-5.89 |
|
28 |
|
Diff |
|
Fund |
|
POLICY |
5th %-tile |
|
Diff |
|
Incept |
|
95th %-tile |
#VALUE! |
|
Diff |
|
|
Incept |
|
1.45 |
|
0 |
|
2002 |
|
1.51 |
|
1 |
|
S&P500 |
|
25th %-tile |
|
0 |
|
-8.1 |
|
Qtr |
|
0 |
|
|
-3.6 |
|
60 |
|
|
0 |
|
-17.69 |
|
92 |
|
|
-1 |
|
Ratio |
|
50th %-tile |
####### |
|
0 |
|
-6.6 |
|
3.04 |
0.0304 |
|
0 |
|
|
-5.7 |
|
0.89 |
|