| | ||
| Year | Megatrends Portfolio | Global Balanced Fund |
| | ||
| 2017 | 30.29% | 19.9% |
| 2016 | 6.93% | 0.92% |
| 2015 | -4.04% | -0.86% |
| 2014 | -3.49% | -0.52% |
| 2013 | 9.14% | 15.51% |
| 2012 | 8.39% | 12.01% |
| 2011 | 0.13% | -2.46% |
| 2010 | 6.3% | 12.51% |
| 2009 | 37.69% | 22.54% |
| 2008 | -4.56% | -23.27% |
| 2007 | 18.15% | 13.82% |
| 2006 | 10.01% | 13.65% |
| 2005 | 12.12% | 8.96% |
| 2004 | 20.04% | 13.65% |
| 2003 | 43.54% | 29.89% |
| 2002 | 4.52% | -5.97% |
| 2001 | 1.65% | -8.11% |
| 2000 | -1% | -5.81% |
| | ||
| Average annual return | 10.88% | 6.46% |