| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2018 | -2.4% | -5.36% |
| 2017 | 13.84% | 14.11% |
| 2016 | 3.53% | 6.44% |
| 2015 | -0.35% | -0.49% |
| 2014 | 3.42% | 5.42% |
| 2013 | 10.67% | 13.97% |
| 2012 | 8.78% | 11.31% |
| 2011 | 1.47% | -0.66% |
| 2010 | 10.21% | 13.5% |
| 2009 | 35.46% | 31.06% |
| 2008 | -2.83% | -27.84% |
| 2007 | 10.71% | 6.42% |
| 2006 | 12.8% | 9.1% |
| 2005 | 10.03% | 4.26% |
| 2004 | 14.69% | 5.38% |
| 2003 | 26.49% | 17.12% |
| 2002 | 3.66% | -8.01% |
| 2001 | 1.17% | -3.98% |
| 2000 | 5.73% | 3.43% |
| | ||
| Average annual return | 8.79% | 5.01% |