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SBERA INVESTMENT ACCOUNTS UNIT VALUES AS OF

May 19, 2020

 
Investment Account Unit Value Amount Return Percentage Last Week Return Percentage Since 12/31/2019 One Year Return Percentage Fact Sheet
ACWI ex US Index 12.77     1.22     0.00     0.00     Fact Sheet
All Asset Account 18.59     1.54     -11.25     -4.66     Fact Sheet
Extended Equity Index 9.23     2.46     0.00     0.00     Fact Sheet
International Equity Account 35.29     0.62     -16.82     -8.39     Fact Sheet
Large Cap Growth Account 53.59     2.95     3.85     15.44     Fact Sheet
Large Cap Value Account 26.32     1.83     -18.23     -8.12     Fact Sheet
LifePath 2025 12.78     1.07     -5.42     3.35     Fact Sheet
LifePath 2030 27.84     1.22     -7.73     1.76     Fact Sheet
LifePath 2035 12.88     1.36     -9.85     0.27     Fact Sheet
LifePath 2040 28.82     1.49     -11.79     -1.10     Fact Sheet
LifePath 2045 12.88     1.59     -13.05     -2.07     Fact Sheet
LifePath 2055 12.82     1.63     -13.66     -2.50     Fact Sheet
LifePath Retirement 24.36     0.91     -2.68     5.17     Fact Sheet
Index 500 Account 115.84     1.90     -8.83     4.89     Fact Sheet
Bond Account 100.17     0.33     2.94     8.05     Fact Sheet
Equity Account 290.73     2.16     -11.76     -1.61     Fact Sheet
SBERA Income Fund 10.15     0.04     0.00     0.00     Fact Sheet
Small Cap Growth Account 156.71     3.86     -9.66     -3.78     Fact Sheet
Small Cap Value Account 34.69     3.52     -30.17     -23.07     Fact Sheet
US Debt 10.53     0.30     0.00     0.00     Fact Sheet
The annualized return on the SBERA Money Market Fund for the month of April 2020 was 0.08%.
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