| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2020 | 14.01% | 14.69% |
| 2019 | 8.89% | 18.29% |
| 2018 | -2.35% | -5.36% |
| 2017 | 13.22% | 14.05% |
| 2016 | 3.56% | 6.43% |
| 2015 | -0.41% | -0.52% |
| 2014 | 3.05% | 5.49% |
| 2013 | 10.98% | 13.95% |
| 2012 | 8.61% | 11.35% |
| 2011 | 1.3% | -0.69% |
| 2010 | 10.5% | 13.6% |
| 2009 | 34.99% | 30.88% |
| 2008 | -3.42% | -27.81% |
| 2007 | 10.58% | 6.44% |
| 2006 | 12.72% | 9.12% |
| 2005 | 10.12% | 4.24% |
| 2004 | 14.66% | 5.28% |
| 2003 | 26.54% | 17.3% |
| 2002 | 3.71% | -8.16% |
| 2001 | 1.36% | -3.92% |
| 2000 | 5.79% | 3.48% |
| | ||
| Average annual return | 8.97% | 6.1% |