| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2018 | -2.22% | -5.34% |
| 2017 | 13.81% | 13.59% |
| 2016 | 3.45% | 6.46% |
| 2015 | -0.4% | -0.49% |
| 2014 | 3.9% | 5.38% |
| 2013 | 10.63% | 14.02% |
| 2012 | 8.33% | 11.31% |
| 2011 | 1.54% | -0.65% |
| 2010 | 10.65% | 13.61% |
| 2009 | 35.67% | 30.94% |
| 2008 | -3.12% | -27.82% |
| 2007 | 10.54% | 6.36% |
| 2006 | 12.64% | 9.14% |
| 2005 | 10.16% | 4.22% |
| 2004 | 14.26% | 5.34% |
| 2003 | 26.38% | 17.29% |
| 2002 | 2.86% | -8.08% |
| 2001 | 0.48% | -3.95% |
| 2000 | 4% | 3.4% |
| | ||
| Average annual return | 8.61% | 4.99% |