Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending September 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: $10,376,326,840

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

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

2.0%

4.9%

7.6%

9.1%

7.3%

6.4%

S&P 500

7.7%

10.6%

17.9%

17.3%

13.9%

12.0%

BC Aggregate

0.0%

-1.6%

-1.2%

1.3%

2.2%

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, 2017: 2.6%

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

4th Quarter as of June 30, 2018: 1.8%