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SBERA INVESTMENT ACCOUNTS UNIT VALUES AS OF

February 20, 2018

 
Investment Account Unit Value Amount Return Percentage Last Week Return Percentage Since 12/31/2017 One Year Return Percentage Fact Sheet
Equity Account 276.66     2.31     1.34     16.66     Fact Sheet
Bond Account 86.70     -0.14     -1.93     1.93     Fact Sheet
Index 500 Account 102.63     2.08     1.86     17.12     Fact Sheet
Large Cap Growth Account 40.87     2.57     3.87     24.73     Fact Sheet
Small Cap Growth Account 142.65     3.34     1.37     17.45     Fact Sheet
International Equity Account 39.73     2.34     0.67     19.36     Fact Sheet
Large Cap Value Account 26.70     1.63     -0.59     7.74     Fact Sheet
Small Cap Value Account 43.44     1.67     -0.85     6.13     Fact Sheet
LifePath Retirement 22.26     0.75     -0.85     6.58     Fact Sheet
LifePath 2020 24.32     0.90     -0.68     7.81     Fact Sheet
LifePath 2025 11.93     1.16     -0.46     9.50     Fact Sheet
LifePath 2030 26.47     1.38     -0.26     11.09     Fact Sheet
LifePath 2035 12.44     1.60     -0.07     12.44     Fact Sheet
LifePath 2040 28.30     1.80     0.08     13.80     Fact Sheet
LifePath 2045 12.79     1.94     0.15     14.63     Fact Sheet
LifePath 2050 20.86     1.99     0.18     14.89     Fact Sheet
LifePath 2055 12.80     1.99     0.18     14.95     Fact Sheet
All Asset Account 19.12     0.83     -0.08     7.77     Fact Sheet
SBERA Account 20.74     1.63     -0.63     10.54     Fact Sheet
The annualized return on the SBERA Money Market Fund for the month of January 2018 was 1%.
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