| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2017 | 13.11% | 13.58% |
| 2016 | 3.54% | 6.43% |
| 2015 | -0.38% | -0.46% |
| 2014 | 3% | 5.43% |
| 2013 | 10.9% | 13.96% |
| 2012 | 8.95% | 11.3% |
| 2011 | 1.53% | -0.61% |
| 2010 | 10.54% | 13.55% |
| 2009 | 34.76% | 30.9% |
| 2008 | -2.74% | -27.78% |
| 2007 | 10.55% | 6.41% |
| 2006 | 12.9% | 9.19% |
| 2005 | 10.47% | 4.1% |
| 2004 | 14.26% | 5.4% |
| 2003 | 27% | 17.16% |
| 2002 | 3.86% | -8.02% |
| 2001 | 1.7% | -3.98% |
| 2000 | 6.04% | 3.34% |
| | ||
| Average annual return | 9.44% | 5.55% |