| | ||
| Year | Megatrends Portfolio | Global Balanced Fund |
| | ||
| 2016 | 7.44% | 0.88% |
| 2015 | -3.74% | -0.83% |
| 2014 | -3.62% | -0.46% |
| 2013 | 8.52% | 15.51% |
| 2012 | 8.17% | 12.01% |
| 2011 | 0.06% | -2.49% |
| 2010 | 7.44% | 12.51% |
| 2009 | 37.72% | 22.52% |
| 2008 | -6.45% | -23.27% |
| 2007 | 18.45% | 13.77% |
| 2006 | 10.95% | 13.7% |
| 2005 | 12.18% | 9% |
| 2004 | 19.91% | 13.67% |
| 2003 | 43.59% | 29.89% |
| 2002 | 4.68% | -5.97% |
| 2001 | 1.81% | -8.15% |
| 2000 | 2.14% | -5.87% |
| | ||
| Average annual return | 9.96% | 5.67% |