Fiscal Year Performance

The following are the annualized returns for SBCERA for periods ending September 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: $10,748,847,525

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

 

Quarter

Fiscal YTD

One Year

Three Years

Five Years

Ten Years

SBCERA

0.9%

8.1%

3.9%

7.9%

6.3%

8.5%

S&P 500

1.7%

20.6%

4.3%

13.4%

10.8%

13.2%

BC Aggregate

2.3%

8.5%

10.3%

2.9%

3.4%

3.7%

*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, 2019: 0.9%

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%