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SBERA INVESTMENT ACCOUNTS UNIT VALUES AS OF

September 14, 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 18.88     -1.30     9.81     24.83     Fact Sheet
All Asset Account 25.84     -0.08     13.88     25.35     Fact Sheet
Extended Equity Index 16.26     -2.51     13.36     43.75     Fact Sheet
International Equity Account 51.55     -0.87     16.33     30.79     Fact Sheet
Large Cap Growth Account 82.58     -1.94     18.98     29.30     Fact Sheet
Large Cap Value Account 41.40     -1.18     17.58     33.12     Fact Sheet
LifePath 2025 16.33     -0.42     7.82     15.69     Fact Sheet
LifePath 2030 37.33     -0.68     9.69     19.31     Fact Sheet
LifePath 2035 18.08     -0.93     11.53     22.87     Fact Sheet
LifePath 2040 42.17     -1.16     13.18     26.15     Fact Sheet
LifePath 2045 19.46     -1.35     14.53     28.81     Fact Sheet
LifePath 2055 19.74     -1.48     15.37     30.44     Fact Sheet
LifePath Retirement 29.72     -0.21     6.19     12.48     Fact Sheet
Index 500 Account 179.65     -1.66     19.46     32.50     Fact Sheet
Bond Account 105.25     0.51     -0.03     1.05     Fact Sheet
Equity Account 454.38     -1.42     16.90     34.04     Fact Sheet
SBERA Income Fund 10.39     0.03     1.14     1.70     Fact Sheet
Small Cap Growth Account 248.74     -2.73     7.28     36.64     Fact Sheet
Small Cap Value Account 59.87     -2.73     16.14     51.59     Fact Sheet
US Debt 10.76     0.65     -0.39     0.09     Fact Sheet
LifePath 2060 12.36     -1.48     0.00     0.00     Fact Sheet
The annualized return on the SBERA Money Market Fund for the month of August 2021 was 0%.
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