| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2018 | -2.24% | -5.37% |
| 2017 | 13.8% | 13.57% |
| 2016 | 3.68% | 6.42% |
| 2015 | -0.35% | -0.42% |
| 2014 | 3.9% | 5.42% |
| 2013 | 10.64% | 13.94% |
| 2012 | 8.33% | 11.34% |
| 2011 | 1.54% | -0.65% |
| 2010 | 10.46% | 13.52% |
| 2009 | 35.44% | 30.86% |
| 2008 | -3.08% | -27.75% |
| 2007 | 10.48% | 6.43% |
| 2006 | 12.66% | 9.09% |
| 2005 | 10.16% | 4.2% |
| 2004 | 14.22% | 5.44% |
| 2003 | 26.31% | 17.19% |
| 2002 | 2.97% | -8.04% |
| 2001 | 0.48% | -4.05% |
| 2000 | 3.99% | 3.38% |
| | ||
| Average annual return | 8.6% | 4.98% |