Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending March 31, 2018. 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: $9,872,639,719

Annualized Returns as of March 31, 2018*
(Performance shown is Gross of Fees)

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

1.0%

7.0%

9.8%

7.3%

7.7%

5.3%

S&P 500

-0.8%

10.6%

14.0%

10.8%

13.3%

9.5%

BC Aggregate

-1.5%

-0.2%

1.2%

1.2%

1.8%

3.6%

*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: 2.6%

3rd Quarter as of March 31, 2018: 1.0%

4th Quarter as of June 30, 2018: TBD