6.3. SR 07-10-2000 - Laserfiche WebLink

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· 5mplemental Investment Fund T~ in' :'sera ~on z_-nm r' :he ::: Cc a~ets va,de Common Stock Index Account ire testment objective of the an Stock Index Account is to te returns that track the lance of the entire U.S. ,n stock market as represented ~/ilshire 5000. To accomplish ective, the SBI allocates all of amen Stock Index Account's to passively managed domestic · At the end of fiscal year the Account had a market of $389 million. t/ma ~lement T'e .~l. CCount participates in the ~zs~'e portfolio of the Domestic 5~ck Pool, which is managed by ~.ck : )0 ~C ays Global Investors. finance ~rformance objective of the non Stock Index Account is to the performance of the Wilshire . T~,e SBI recognizes that the unt s returns may deviate :ly from those of the Wilshire [ue to the effects of tgement fees, timing of new .ibutions and tracking error. ag fiscal year 1999, the men Stock Index Account uced a return of 19.9%, which 0.3 percentage point above the hire 5000. Over the most recent : year period, the Account has erformed the index by 0.5 entage point while matching the x over the five year period. Total aunt results for the last five years ~hown in Figure 28. Figure 28. Common Stock Index Account FY 1995-1999 · Stock 30 ................................... Index ElVVilshire 25 ............... 5OO0 20 ........... 0 1995 1996 1997 1998 1999 3 Yr. 5 Yr. Annualized 1995 1996 1997 1998 1999 3 Yr. 5 Yr. Stock Index 24.3% 25.5% 29.9% 29.4% 19.9% 26.3% 25.7% Wilshire 5000 24.7 26.2 29.3 28.9 19.6 25.8 25.7 27