Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending December 31, 2016. 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: $8,796,477,524
(As of December 31, 2016)

Annualized Returns as of December 31, 2016*
(Performance shown is Gross of Fees)

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

2.4%

7.0%

10.2%

5.1%

8.7%

4.5%

S&P 500

3.8%

7.8%

12.0%

8.9%

14.7%

6.9%

BC Aggregate

-3.0%

-2.5%

2.6%

3.0%

2.2%

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, 2016: 4.6%

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

3rd Quarter as of March 31, 2016: -0.1%

4th Quarter as of June 30, 2016: 2.7%