| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2017 | 13.65% | 13.58% |
| 2016 | 3.64% | 6.42% |
| 2015 | -0.23% | -0.47% |
| 2014 | 3.74% | 5.4% |
| 2013 | 10.64% | 14% |
| 2012 | 8.67% | 11.31% |
| 2011 | 1.39% | -0.62% |
| 2010 | 10.45% | 13.57% |
| 2009 | 35.35% | 30.92% |
| 2008 | -2.53% | -27.83% |
| 2007 | 10.75% | 6.36% |
| 2006 | 12.41% | 9.27% |
| 2005 | 10.11% | 4.14% |
| 2004 | 14.4% | 5.33% |
| 2003 | 26.52% | 17.16% |
| 2002 | 3.56% | -7.96% |
| 2001 | 1.12% | -4.01% |
| 2000 | 5.69% | 3.37% |
| | ||
| Average annual return | 9.41% | 5.55% |