Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending March 31, 2017. 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: $9,032,099,324

Annualized Returns as of March 31, 2017*
(Performance shown is Gross of Fees)

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

3.5%

10.8%

14.1%

5.8%

8.3%

4.5%

S&P 500

6.1%

14.4%

17.2%

10.4%

13.3%

7.5%

BC Aggregate

0.8%

-1.7%

0.4%

2.7%

2.3%

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, 2017: 3.5%

4th Quarter as of June 30, 2017: TBD