Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending June 30, 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: $10,459,614,886

Annualized Returns as of June 30, 2019*
(Performance shown is Gross of Fees)

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

2.3%

7.2%

5.1%

9.2%

6.2%

8.9%

S&P 500

4.3%

18.5%

10.4%

14.2%

10.7%

14.7%

BC Aggregate

3.1%

6.1%

7.9%

2.3%

2.9%

3.9%

*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: 2.3%