Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending December 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: $9,902,558,228

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

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

-3.9%

-1.9%

0.8%

7.7%

5.7%

8.0%

S&P 500

-13.5%

-6.9%

-4.4%

9.3%

8.5%

13.1%

BC Aggregate

1.6%

1.7%

0.0%

2.1%

2.5%

3.5%

*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: TBD

4th Quarter as of June 30, 2019: TBD