| | ||
| Year | Megatrends Portfolio | Global Balanced Fund |
| | ||
| 2017 | 30.28% | 13.58% |
| 2016 | 7.29% | 6.42% |
| 2015 | -4.81% | -0.47% |
| 2014 | -1.86% | 5.4% |
| 2013 | 9.31% | 14% |
| 2012 | 8.54% | 11.31% |
| 2011 | -0.06% | -0.62% |
| 2010 | 8.33% | 13.57% |
| 2009 | 40.38% | 30.92% |
| 2008 | -4.59% | -27.83% |
| 2007 | 17.03% | 6.36% |
| 2006 | 10.35% | 9.27% |
| 2005 | 13.65% | 4.14% |
| 2004 | 20.6% | 5.33% |
| 2003 | 40.9% | 17.16% |
| 2002 | 4.59% | -7.96% |
| 2001 | 1.58% | -4.01% |
| 2000 | 1.04% | 3.37% |
| | ||
| Average annual return | 11.25% | 5.55% |