| | ||
| Year | Megatrends Portfolio | Global Balanced Fund |
| | ||
| 2017 | 29.92% | 13.58% |
| 2016 | 7.91% | 6.46% |
| 2015 | -4.86% | -0.53% |
| 2014 | -2.44% | 5.45% |
| 2013 | 9.11% | 13.93% |
| 2012 | 8.4% | 11.35% |
| 2011 | 0.21% | -0.62% |
| 2010 | 7.61% | 13.5% |
| 2009 | 39.17% | 30.89% |
| 2008 | -6.46% | -23.83% |
| 2007 | 18.46% | 6.36% |
| 2006 | 10.88% | 9.27% |
| 2005 | 12.04% | 4.1% |
| 2004 | 20.09% | 5.47% |
| 2003 | 40.34% | 17.14% |
| 2002 | 4.6% | -8.08% |
| 2001 | 0.56% | -3.95% |
| 2000 | -1.07% | 3.4% |
| | ||
| Average annual return | 10.8% | 5.77% |