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SBERA INVESTMENT ACCOUNTS UNIT VALUES AS OF

October 20, 2020

 
Investment Account Unit Value Amount Return Percentage Last Week Return Percentage Since 12/31/2019 One Year Return Percentage Fact Sheet
ACWI ex US Index 15.11     -0.79     0.00     0.00     Fact Sheet
All Asset Account 20.54     -0.35     -1.92     1.67     Fact Sheet
Extended Equity Index 11.96     -1.66     0.00     0.00     Fact Sheet
International Equity Account 39.18     -0.87     -7.66     -2.59     Fact Sheet
Large Cap Growth Account 65.89     -3.12     27.69     38.35     Fact Sheet
Large Cap Value Account 31.54     -0.49     -2.02     4.30     Fact Sheet
LifePath 2025 14.17     -0.91     4.91     9.15     Fact Sheet
LifePath 2030 31.47     -1.05     4.27     9.31     Fact Sheet
LifePath 2035 14.81     -1.19     3.69     9.46     Fact Sheet
LifePath 2040 33.69     -1.32     3.10     9.53     Fact Sheet
LifePath 2045 15.23     -1.41     2.88     9.76     Fact Sheet
LifePath 2055 15.27     -1.48     2.84     9.94     Fact Sheet
LifePath Retirement 26.51     -0.77     5.92     9.22     Fact Sheet
Index 500 Account 137.42     -1.95     8.14     16.62     Fact Sheet
Bond Account 103.52     -0.32     6.39     6.80     Fact Sheet
Equity Account 344.91     -1.35     4.68     12.48     Fact Sheet
SBERA Income Fund 10.23     0.04     0.00     0.00     Fact Sheet
Small Cap Growth Account 193.05     -2.09     11.30     22.35     Fact Sheet
Small Cap Value Account 40.98     -0.23     -17.51     -12.36     Fact Sheet
US Debt 10.70     -0.33     0.00     0.00     Fact Sheet
The annualized return on the SBERA Money Market Fund for the month of September 2020 was 0%.
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