Fiscal Year Performance

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The following are the current annualized returns. 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: $13,403,544,826

Returns as of March 31, 2021*
(Performance shown is Net of Fees)

  Quarter YTD One Year Three Years Five Years Ten Years
SBCERA 6.9% 13.2% 33.3% 10.6% 10.7% 8.3%
S&P 500 8.5% 15.3% 40.8% 18.7% 17.6% 14.8%
BC Aggregate 1.8% -1.6% -0.3% 5.3% 3.0% 3.4%

*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, 2020: 5.9%
2nd Quarter as of December 31, 2020: 11.2%
3rd Quarter as of March 30, 2021: 5.9%
4th Quarter as of June 30, 2021: 6.9%

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