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SBERA INVESTMENT ACCOUNTS UNIT VALUES AS OF

March 28, 2023

 
Investment Account Unit Value Amount Return Percentage Last Week Return Percentage Since 12/31/2022 One Year Return Percentage Fact Sheet
ACWI ex US Index 16.40     1.09     4.42     -7.22     Fact Sheet
All Asset Account 23.45     0.38     6.23     -8.78     Fact Sheet
Extended Equity Index 12.05     -1.65     1.80     -20.08     Fact Sheet
International Equity Account 44.35     0.67     5.56     -6.33     Fact Sheet
Large Cap Growth Account 56.73     -1.19     11.65     -23.83     Fact Sheet
Large Cap Value Account 36.75     -1.51     -4.04     -15.90     Fact Sheet
LifePath 2025 14.35     0.02     2.82     -8.95     Fact Sheet
LifePath 2030 32.75     -0.05     2.99     -9.80     Fact Sheet
LifePath 2035 15.82     -0.11     3.15     -10.60     Fact Sheet
LifePath 2040 36.81     -0.17     3.30     -11.32     Fact Sheet
LifePath 2045 16.95     -0.22     3.40     -11.91     Fact Sheet
LifePath 2055 17.16     -0.24     3.48     -12.29     Fact Sheet
LifePath Retirement 26.19     0.06     2.71     -8.23     Fact Sheet
Index 500 Account 164.29     -0.77     3.85     -12.85     Fact Sheet
Bond Account 90.27     0.27     2.45     -6.59     Fact Sheet
Equity Account 386.54     -0.37     4.09     -11.47     Fact Sheet
SBERA Income Fund 10.67     0.04     0.52     1.94     Fact Sheet
Small Cap Growth Account 193.37     -1.51     3.93     -13.54     Fact Sheet
Small Cap Value Account 56.98     -1.04     -1.23     -13.74     Fact Sheet
US Debt 9.46     0.22     2.46     -5.07     Fact Sheet
LifePath 2060 10.75     -0.25     3.49     -12.29     Fact Sheet
The annualized return on the SBERA Money Market Fund for the month of December 2022 was 4.02%.
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