| | ||
| Year | Megatrends Portfolio | Global Balanced Fund |
| | ||
| 2017 | 30.31% | 13.58% |
| 2016 | 7.25% | 6.42% |
| 2015 | -4.07% | -0.47% |
| 2014 | -3.66% | 5.4% |
| 2013 | 9.22% | 14% |
| 2012 | 8.56% | 11.31% |
| 2011 | -0.01% | -0.62% |
| 2010 | 8.07% | 13.57% |
| 2009 | 40.45% | 30.92% |
| 2008 | -4.6% | -27.83% |
| 2007 | 18.18% | 6.36% |
| 2006 | 10.91% | 9.27% |
| 2005 | 13.63% | 4.14% |
| 2004 | 20.57% | 5.33% |
| 2003 | 39.8% | 17.16% |
| 2002 | 4.47% | -7.96% |
| 2001 | 1.69% | -4.01% |
| 2000 | 1.61% | 3.37% |
| | ||
| Average annual return | 11.24% | 5.55% |