Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending September 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: $9,666,461,859

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

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

3.3%

9.7%

12.3%

6.7%

8.8%

4.4%

S&P 500

4.5%

14.2%

18.6%

10.8%

14.2%

7.4%

BC Aggregate

0.8%

3.1%

0.1%

2.7%

2.1%

4.3%

*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, 2017: 3.3%

2nd Quarter as of December 31, 2017: TBD

3rd Quarter as of March 31, 2018: TBD

4th Quarter as of June 30, 2018: TBD