| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2019 | 8.8% | 18.27% |
| 2018 | -2.32% | -5.38% |
| 2017 | 12.98% | 14.07% |
| 2016 | 3.59% | 6.46% |
| 2015 | -0.34% | -0.51% |
| 2014 | 3.07% | 5.47% |
| 2013 | 10.68% | 13.96% |
| 2012 | 8.69% | 11.34% |
| 2011 | 1.69% | -0.68% |
| 2010 | 9.96% | 13.56% |
| 2009 | 35% | 30.88% |
| 2008 | -2.77% | -27.81% |
| 2007 | 10.38% | 6.43% |
| 2006 | 12.33% | 9.2% |
| 2005 | 10% | 4.16% |
| 2004 | 14.53% | 5.45% |
| 2003 | 26.98% | 17.13% |
| 2002 | 3.66% | -8.02% |
| 2001 | 1.46% | -3.99% |
| 2000 | 4.78% | 3.41% |
| | ||
| Average annual return | 8.66% | 5.67% |