| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2016 | 3.34% | 6.43% |
| 2015 | -0.38% | -0.44% |
| 2014 | 2.31% | 5% |
| 2013 | 11.2% | 13.56% |
| 2012 | 8.32% | 10.98% |
| 2011 | 2% | -0.65% |
| 2010 | 10.51% | 13.52% |
| 2009 | 35.98% | 30.94% |
| 2008 | -3.84% | -27.8% |
| 2007 | 10.78% | 6.33% |
| 2006 | 13.01% | 9.19% |
| 2005 | 9.43% | 4.16% |
| 2004 | 14.72% | 5.4% |
| 2003 | 26.6% | 17.18% |
| 2002 | 4.6% | -8.05% |
| 2001 | 2.14% | -3.93% |
| 2000 | 6.17% | 3.23% |
| | ||
| Average annual return | 9.23% | 5% |