| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2019 | 8.87% | 18.27% |
| 2018 | -2.36% | -5.36% |
| 2017 | 13% | 14.01% |
| 2016 | 3.41% | 6.43% |
| 2015 | -0.29% | -0.44% |
| 2014 | 3.09% | 5.45% |
| 2013 | 11% | 13.9% |
| 2012 | 8.83% | 11.39% |
| 2011 | 1.8% | -0.68% |
| 2010 | 10.14% | 13.5% |
| 2009 | 34.72% | 31.08% |
| 2008 | -2.75% | -27.83% |
| 2007 | 10.32% | 6.41% |
| 2006 | 12.65% | 9.17% |
| 2005 | 10.14% | 4.15% |
| 2004 | 14.71% | 5.43% |
| 2003 | 26.67% | 17.05% |
| 2002 | 3.6% | -7.99% |
| 2001 | 1.4% | -3.97% |
| 2000 | 4.94% | 3.4% |
| | ||
| Average annual return | 8.69% | 5.67% |