Year Wealth Manager Asset Manager 50%

20198.87%18.27%
2018-2.36%-5.36%
201713%14.01%
20163.41%6.43%
2015-0.29%-0.44%
20143.09%5.45%
201311%13.9%
20128.83%11.39%
20111.8%-0.68%
201010.14%13.5%
200934.72%31.08%
2008-2.75%-27.83%
200710.32%6.41%
200612.65%9.17%
200510.14%4.15%
200414.71%5.43%
200326.67%17.05%
20023.6%-7.99%
20011.4%-3.97%
20004.94%3.4%

Average annual return8.69% 5.67%