|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sunrise Police |
|
| Performance
Evaluation Summary |
|
|
| March 31, 2008 |
|
|
|
|
|
|
|
|
|
Current |
|
|
Fiscal Year |
|
|
|
|
Quarter |
One Year |
Three Years |
Five Years |
|
2007 |
2006 |
2005 |
2004 |
2003 |
|
|
|
|
|
|
|
| TOTAL FUND(Net of
Fees) |
|
|
|
|
|
|
|
| Return |
-3.47% |
-0.44% |
4.85% |
7.72% |
|
11.96% |
6.57% |
8.42% |
7.44% |
14.37% |
|
|
|
| Ranking
(40% Br.Lg.Core, 16% Br.Fixed, 24% IFI & 10% Br.SmVal.Core) |
1 |
15 |
62 |
90 |
|
28 |
79 |
85 |
96 |
82 |
|
|
|
| Policy
Return (40% S&P500, 16% LBAB A+, 25% LBGCI, 10% S&P 400 & 10%
R2000V) |
-4.29% |
-0.83% |
5.86% |
9.16% |
|
11.03% |
8.28% |
9.06% |
10.73% |
17.04% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TOTAL EQUITIES |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Return |
-7.54% |
-6.12% |
4.56% |
10.96% |
|
16.64% |
9.02% |
12.84% |
12.55% |
24.55% |
|
|
|
| Ranking
(66.6% Br.Lg.Core, 16.7% BSC & 16.7% Br.Sm.Val.Core) |
3 |
40 |
82 |
83 |
|
32 |
74 |
72 |
85 |
37 |
|
|
|
| Policy Return (66.6% S&P
500, 16.7% S&P 400 & 16.7% R2000V) |
-8.86% |
-7.01% |
5.68% |
11.92% |
|
14.69% |
11.36% |
13.21% |
15.46% |
24.80% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TOTAL FIXED
INCOME |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Return |
2.92% |
9.83% |
6.16% |
4.93% |
|
6.10% |
3.48% |
2.95% |
3.36% |
5.52% |
|
|
|
| Ranking
(62.5% IFI & 37.5% Broad Fixed) |
2 |
1 |
7 |
27 |
|
17 |
63 |
57 |
66 |
33 |
|
|
|
| Policy
Return (37.5% LBAB A+ & 62.5 % LBGCI) |
2.79% |
8.61% |
5.80% |
4.78% |
|
5.49% |
3.67% |
2.80% |
3.68% |
5.44% |
|
|
|
|
|
|
|
|
|
| Gold indicates
equal to or beat the index, or in upper 40% of universe |
|
| Red indicates
bottom 40% of universe |
|
|
|
|
|