| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2017 | 13.66% | 13.58% |
| 2016 | 4.03% | 6.46% |
| 2015 | -0.52% | -0.53% |
| 2014 | 3.88% | 5.45% |
| 2013 | 10.55% | 13.93% |
| 2012 | 8.97% | 11.35% |
| 2011 | 2.01% | -0.62% |
| 2010 | 11.05% | 13.5% |
| 2009 | 34.83% | 30.89% |
| 2008 | -2.71% | -23.83% |
| 2007 | 10.75% | 6.36% |
| 2006 | 12.14% | 9.27% |
| 2005 | 10.49% | 4.1% |
| 2004 | 13.46% | 5.47% |
| 2003 | 26.47% | 17.14% |
| 2002 | 3.73% | -8.08% |
| 2001 | 1.02% | -3.95% |
| 2000 | 5.76% | 3.4% |
| | ||
| Average annual return | 9.42% | 5.77% |