Investment Performance

EQUITY INVESTMENT ROTATION / ENHANCED DYNAMIC ACTIVE

WILSHIRE ALL CAP MARKET ALLOCATION OVERLAY

 

 

SDIC Quantitative Investment Performance Analysis Report (10Y201412)

Investment Performance and Fit Summary of Value Added

 

 

 Passive Index vs.  Active Composite vs. Contra Style Index Allocation (10 Years)

passiveindex

 

 

 

Asset Growth & Performance Summary (10 Years)

assetgrowth

 

 

 

Range of Return Performance Summary (10 Years)

rangeofreturn

 

 

 

 

ENHANCED INVESTMENT PARTNERS EIR All Cap Market – Value Added for Plan Participants

The Bottom Line: 10 Year Average = $13.4 Million per Year
Cumulative Dollars for Multiple Years Ending 12/31/2014 Includes All Shorter Period Dollars

 

valueadded

 

 

NOMINAL and EXCESS RETURNS vs. BENCHMARK

Cumulative Quarterly Returns 
40 Periods in 10 Years from 1/1/2005 to 12/31/2014

benchmark1

 

 

NOMINAL and EXCESS DOLLARS vs. BENCHMARK

Cumulative Quarterly Growth of $100,000,000 
40 Periods in 10 Years from 1/1/2005 to 12/31/2014

benchmark2

 

 

WILSHIRE 5000 ACM CW PERFORMANCE BENCHMARK:
1/1/2005 to 12/31/2014

wilshire

 

IDCIC ARA 8.00% MAR ASSET PERFORMANCE BENCHMARK*:
1/1/2005 to 12/31/2014

idcic

 

 

EIR WACM INVESTMENT PERFORMANCE (Estimated Net Returns):
1/1/2005 to 12/31/2014

eirwacm

 

 

EIR WILSHIRE ACM TOTAL INVESTMENT PERFORMANCE:
1/1/2005 to 12/31/2014

eirwilshireacm

 

 

 

EIR WILSHIRE ACM NET EXCESS RETURNS OVER BENCHMARK INDEX:
1/1/2005 to 12/31/2014

eirwilshire

 

 

 

disclosures