| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2017 | 13.66% | 13.58% |
| 2016 | 3.94% | 6.43% |
| 2015 | -0.49% | -0.46% |
| 2014 | 3.93% | 5.43% |
| 2013 | 10.59% | 13.96% |
| 2012 | 8.98% | 11.3% |
| 2011 | 2.01% | -0.61% |
| 2010 | 10.99% | 13.55% |
| 2009 | 34.63% | 30.9% |
| 2008 | -2.69% | -23.83% |
| 2007 | 10.84% | 6.34% |
| 2006 | 12.42% | 9.23% |
| 2005 | 10.43% | 4.21% |
| 2004 | 13.56% | 5.32% |
| 2003 | 26.43% | 17.21% |
| 2002 | 3.63% | -8.05% |
| 2001 | 1.02% | -3.93% |
| 2000 | 5.29% | 3.39% |
| | ||
| Average annual return | 9.4% | 5.77% |