Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending March 31, 2019. 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: $10,315,832,387

Annualized Returns as of March 31, 2019*
(Performance shown is Gross of Fees)

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

4.8%

2.7%

4.6%

9.5%

6.4%

9.2%

S&P 500

13.6%

5.9%

9.5%

13.5%

10.9%

15.9%

BC Aggregate

2.9%

4.6%

4.5%

2.0%

2.7%

3.8%

*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, 2018: 2.0%

2nd Quarter as of December 31, 2018: -3.9%

3rd Quarter as of March 30, 2019: 4.8%

4th Quarter as of June 30, 2019: TBD