Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending December 31, 2019. The SBCERA Fiscal Year runs from July 1 through June 30. View SBCERA’s latest quarterly investment report prepared by SBCERA pension consultant, NEPC.

Assets Under Management: $11,074,080,814

Annualized Returns as of December 31, 2019*
(Performance shown is Gross of Fees)

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

3.8%

4.7%

12.2%

8.4%

7.1%

8.5%

S&P 500

9.1%

10.9%

31.5%

15.3%

11.7%

13.6%

BC Aggregate

0.2%

2.5%

8.7%

4.0%

3.0%

3.7%

*Performance numbers for the fiscal year are only preliminary and may vary based on lags in performance reporting for some investment types.

Quarterly Fiscal Year Returns:

1st Quarter as of September 30, 2019: 0.9%

2nd Quarter as of December 31, 2019: 3.8%

3rd Quarter as of March 30, 2019: 4.8%

4th Quarter as of June 30, 2019: 2.3%