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SBERA INVESTMENT ACCOUNTS UNIT VALUES AS OF

January 25, 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 17.79     -3.80     -4.07     -0.38     Fact Sheet
All Asset Account 25.66     -1.19     -2.12     9.36     Fact Sheet
Extended Equity Index 14.05     -5.27     -12.84     -7.54     Fact Sheet
International Equity Account 47.10     -4.00     -6.25     3.51     Fact Sheet
Large Cap Growth Account 68.49     -7.68     -16.26     -3.64     Fact Sheet
Large Cap Value Account 42.44     -3.76     -4.22     19.61     Fact Sheet
LifePath 2025 15.76     -1.80     -4.42     2.59     Fact Sheet
LifePath 2030 35.97     -2.42     -5.06     3.78     Fact Sheet
LifePath 2035 17.38     -3.00     -5.67     4.92     Fact Sheet
LifePath 2040 40.47     -3.56     -6.26     5.89     Fact Sheet
LifePath 2045 18.63     -4.01     -6.74     6.64     Fact Sheet
LifePath 2055 18.87     -4.36     -7.11     7.06     Fact Sheet
LifePath Retirement 28.71     -1.39     -3.99     1.47     Fact Sheet
Index 500 Account 176.84     -4.82     -8.56     14.65     Fact Sheet
Bond Account 101.46     0.41     -1.45     -3.63     Fact Sheet
Equity Account 421.56     -4.57     -8.33     5.10     Fact Sheet
SBERA Income Fund 10.44     0.03     0.10     1.57     Fact Sheet
Small Cap Growth Account 208.26     -5.01     -16.75     -16.81     Fact Sheet
Small Cap Value Account 60.72     -4.39     -6.30     9.14     Fact Sheet
US Debt 10.43     0.47     -1.88     -2.99     Fact Sheet
LifePath 2060 11.82     -4.36     -7.11     0.00     Fact Sheet
The annualized return on the SBERA Money Market Fund for the month of December 2021 was 0%.
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