Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending June 30, 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: $9,972,950,140

Annualized Returns as of June 30, 2018*
(Performance shown is Gross of Fees)

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

1.8%

2.8%

9.0%

7.2%

7.6%

5.4%

S&P 500

3.4%

2.6%

14.4%

11.9%

13.4%

10.2%

BC Aggregate

-0.2%

-1.6%

-0.4%

1.7%

2.3%

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, 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: 1.8%