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SBERA INVESTMENT ACCOUNTS UNIT VALUES AS OF

June 21, 2022

 
Investment Account Unit Value Amount Return Percentage Last Week Return Percentage Since 12/31/2021 One Year Return Percentage Fact Sheet
ACWI ex US Index 15.29     0.51     -17.57     -18.54     Fact Sheet
All Asset Account 23.15     0.00     -11.68     -9.22     Fact Sheet
Extended Equity Index 11.53     -0.05     -28.45     -29.50     Fact Sheet
International Equity Account 40.66     0.31     -19.07     -18.40     Fact Sheet
Large Cap Growth Account 54.30     2.84     -33.61     -29.95     Fact Sheet
Large Cap Value Account 36.51     -0.29     -17.59     -9.30     Fact Sheet
LifePath 2025 13.97     0.75     -15.27     -12.53     Fact Sheet
LifePath 2030 31.66     0.73     -16.42     -13.13     Fact Sheet
LifePath 2035 15.20     0.71     -17.50     -13.71     Fact Sheet
LifePath 2040 35.16     0.69     -18.55     -14.33     Fact Sheet
LifePath 2045 16.10     0.67     -19.44     -14.89     Fact Sheet
LifePath 2055 16.22     0.65     -20.13     -15.38     Fact Sheet
LifePath Retirement 25.56     0.75     -14.52     -12.22     Fact Sheet
Index 500 Account 153.80     0.81     -20.48     -10.15     Fact Sheet
Bond Account 90.75     0.73     -11.86     -12.73     Fact Sheet
Equity Account 361.01     0.42     -21.49     -17.81     Fact Sheet
SBERA Income Fund 10.51     0.03     0.75     1.55     Fact Sheet
Small Cap Growth Account 167.22     0.05     -33.16     -32.07     Fact Sheet
Small Cap Value Account 54.97     -1.45     -15.18     -12.11     Fact Sheet
US Debt 9.38     0.95     -11.71     -11.59     Fact Sheet
LifePath 2060 10.16     0.65     -20.14     -15.39     Fact Sheet
The annualized return on the SBERA Money Market Fund for the month of May 2022 was 0%.
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