Below are the SBI’s performance reports, which provide detailed information on investment performance and related data for each investment program. Reports are available in PDF format and are updated quarterly or monthly, depending on the program. Additional information on each of the investment programs can be found on their respective webpages.
Quarterly Comprehensive Performance Report
Comprehensive Performance Report as of 6/30/2025
Combined Funds
Combined Funds Total Performance as of 6/30/2025
Combined Funds Asset Class Performance as of 6/30/2025
State Sponsored Plans
MN College Savings Plans Performance as of 6/30/2025
MN ABLE Plan Performance as of 6/30/2025
Non-Retirement Funds
Non-Retirement Funds Quarterly Performance as of 6/30/2025
Non-Retirement Funds Monthly Performance as of 9/30/2025
Other Retirement Fund and Tax-Advantaged Savings Plans
Other Retirement Funds and Tax-Advantaged Savings Plans as of 6/30/2025
Supplemental Investment Fund Performance as of 9/30/2025
State Cash Accounts
State Cash Accounts Performance as of 6/30/2025