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SBERA INVESTMENT ACCOUNTS UNIT VALUES AS OF

August 20, 2019

 
Investment Account Unit Value Amount Return Percentage Last Week Return Percentage Since 12/31/2018 One Year Return Percentage Fact Sheet
Equity Account 297.60     -0.71     15.46     0.44     Fact Sheet
Bond Account 97.42     0.59     9.31     9.63     Fact Sheet
Index 500 Account 113.37     -0.81     17.25     3.40     Fact Sheet
Large Cap Growth Account 47.74     -0.73     20.30     6.68     Fact Sheet
Small Cap Growth Account 161.28     -0.71     18.90     -4.14     Fact Sheet
International Equity Account 38.02     0.01     7.97     -2.03     Fact Sheet
Large Cap Value Account 28.84     -1.21     17.85     3.04     Fact Sheet
Small Cap Value Account 44.46     -1.03     10.03     -9.63     Fact Sheet
LifePath Retirement 23.94     0.11     10.52     5.42     Fact Sheet
LifePath 2020 26.06     0.10     10.79     5.07     Fact Sheet
LifePath 2025 12.71     -0.02     11.43     4.21     Fact Sheet
LifePath 2030 27.99     -0.12     11.91     3.38     Fact Sheet
LifePath 2035 13.08     -0.21     12.37     2.60     Fact Sheet
LifePath 2040 29.56     -0.30     12.75     1.86     Fact Sheet
LifePath 2045 13.30     -0.35     13.04     1.30     Fact Sheet
LifePath 2050 21.64     -0.38     13.16     1.08     Fact Sheet
LifePath 2055 13.28     -0.38     13.19     1.07     Fact Sheet
All Asset Account 19.77     0.00     7.60     3.69     Fact Sheet
SBERA Account 22.09     -0.23     13.35     2.11     Fact Sheet
The annualized return on the SBERA Money Market Fund for the month of July 2019 was 2.15%.
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