Year Wealth Manager Asset Manager 50%

20198.55%18.21%
2018-2.39%-5.35%
201713.81%14.04%
20163.16%6.49%
2015-0.43%-0.51%
20143.57%5.43%
201310.58%13.95%
20128.88%11.36%
20111.25%-0.68%
201010.81%13.58%
200935.13%30.99%
2008-3.05%-27.85%
200710.56%6.39%
200612.47%9.13%
200510.11%4.26%
200414.23%5.28%
200326.59%17.34%
20023.47%-8.11%
20011.1%-3.96%
20004.74%3.39%

Average annual return8.66% 5.67%