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Hollywood Police
Officers' Pension Fund |
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Performance
Evaluation Summary |
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March 31, 2009 |
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Current |
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Quarter |
YTD |
One Year |
Three Years |
Five Years |
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2008 |
2007 |
2006 |
2005 |
2004 |
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TOTAL FUND (Net of Fees) |
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Fiscal Year |
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Return |
-4.00% |
-14.39% |
-19.99% |
-3.48% |
0.48% |
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-11.16% |
15.31% |
7.57% |
8.74% |
8.10% |
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Ranking
(24%BLC Core, 10%BLCG, 7% BLCV Core, 4%SmCap, 2.5% BLC, 23%BFI, 23% IFI, 4%
MM) |
44 |
10 |
13 |
1 |
1 |
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21 |
1 |
25 |
60 |
86 |
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Policy
Return (24% S&P500, 10% R1000G, 7% R1000V, 5% S&Pmid 400, 4% R2000,
23% BCIGC, 23% BCGC, 4% t-bill) |
-5.45% |
-15.01% |
-20.73% |
-4.47% |
-0.50% |
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-10.76% |
11.28% |
7.18% |
8.03% |
8.75% |
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TOTAL EQUITIES |
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Return |
-8.14% |
-28.80% |
-35.20% |
-9.96% |
-2.05% |
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-18.93% |
23.49% |
11.04% |
14.34% |
12.54% |
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Ranking
(52% BLC Core, 18.5% BLCG , 13% BLCV Core, 11.95% BSC, 4.55% BLC) |
16 |
15 |
5 |
1 |
1 |
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5 |
1 |
15 |
35 |
77 |
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Policy
Return (52%SP500, 18.5% R1000G, 13% R1000V, 9.1%, S&P 400, 7.4% R2000) |
-10.60% |
-30.65% |
-37.74% |
-13.21% |
-4.66% |
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-21.41% |
16.43% |
10.36% |
13.15% |
13.64% |
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TOTAL FIXED
INCOME (INVERNESS) |
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Return |
0.65% |
6.04% |
2.97% |
5.74% |
3.96% |
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2.50% |
5.02% |
3.52% |
2.02% |
3.49% |
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Ranking (50% Broad Fixed
& 50% Intmd. Fixed) |
70 |
2 |
6 |
3 |
3 |
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9 |
19 |
51 |
68 |
33 |
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Policy
Return (50%BCIGC & 50%BCGC) |
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-0.67% |
4.93% |
1.88% |
5.55% |
3.72% |
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2.78% |
5.27% |
3.43% |
2.02% |
3.00% |
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Gold indicates
equal to or beat the index |
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Red indicates
bottom 40% of universe |
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Page 12 |
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