Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending June 30, 2017. 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: $9,197,095,393

Annualized Returns as of June 30, 2017*
(Performance shown is Gross of Fees)

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

2.6%

6.2%

13.7%

5.7%

8.8%

4.3%

S&P 500

3.1%

9.3%

17.9%

9.6%

14.6%

7.2%

BC Aggregate

1.4%

2.3%

-0.3%

2.5%

2.2%

4.5%

*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, 2016: 4.6%

2nd Quarter as of December 31, 2016: 2.4%

3rd Quarter as of March 31, 2017: 3.5%

4th Quarter as of June 30, 2017: 2.6%