| | ||
| Year | Megatrends Portfolio | Global Balanced Fund |
| | ||
| 2017 | 29.89% | 13.58% |
| 2016 | 7.93% | 6.43% |
| 2015 | -4.84% | -0.46% |
| 2014 | -2.42% | 5.43% |
| 2013 | 9.16% | 13.96% |
| 2012 | 8.37% | 11.3% |
| 2011 | 0.12% | -0.61% |
| 2010 | 7.64% | 13.55% |
| 2009 | 38.41% | 30.9% |
| 2008 | -6.44% | -23.83% |
| 2007 | 18.46% | 6.34% |
| 2006 | 10.86% | 9.23% |
| 2005 | 12.18% | 4.21% |
| 2004 | 20.09% | 5.32% |
| 2003 | 40.35% | 17.21% |
| 2002 | 4.31% | -8.05% |
| 2001 | 0.63% | -3.93% |
| 2000 | -1.06% | 3.39% |
| | ||
| Average annual return | 10.76% | 5.77% |