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SBERA INVESTMENT ACCOUNTS UNIT VALUES AS OF

January 19, 2021

 
Investment Account Unit Value Amount Return Percentage Last Week Return Percentage Since 12/31/2020 One Year Return Percentage Fact Sheet
ACWI ex US Index 17.83     0.63     3.67     0.00     Fact Sheet
All Asset Account 23.41     0.79     3.14     10.91     Fact Sheet
Extended Equity Index 15.28     0.39     6.49     0.00     Fact Sheet
International Equity Account 45.68     0.27     3.09     5.63     Fact Sheet
Large Cap Growth Account 69.08     0.35     -0.47     26.90     Fact Sheet
Large Cap Value Account 36.01     -0.13     2.27     9.34     Fact Sheet
LifePath 2025 15.29     0.37     1.01     11.54     Fact Sheet
LifePath 2030 34.48     0.35     1.33     12.32     Fact Sheet
LifePath 2035 16.47     0.34     1.64     13.11     Fact Sheet
LifePath 2040 37.98     0.33     1.92     13.77     Fact Sheet
LifePath 2045 17.36     0.32     2.15     14.56     Fact Sheet
LifePath 2055 17.50     0.31     2.29     15.13     Fact Sheet
LifePath Retirement 28.19     0.38     0.73     11.27     Fact Sheet
Index 500 Account 152.21     -0.04     1.21     16.14     Fact Sheet
Bond Account 105.12     0.34     -0.15     7.11     Fact Sheet
Equity Account 400.39     0.37     3.01     18.05     Fact Sheet
SBERA Income Fund 10.28     0.03     0.09     0.00     Fact Sheet
Small Cap Growth Account 251.41     2.72     8.43     39.94     Fact Sheet
Small Cap Value Account 55.86     0.54     8.37     11.76     Fact Sheet
US Debt 10.73     0.41     -0.66     0.00     Fact Sheet
The annualized return on the SBERA Money Market Fund for the month of December 2020 was 0%.
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