Year Wealth Manager Asset Manager 50%

20198.8%18.27%
2018-2.32%-5.38%
201712.98%14.07%
20163.59%6.46%
2015-0.34%-0.51%
20143.07%5.47%
201310.68%13.96%
20128.69%11.34%
20111.69%-0.68%
20109.96%13.56%
200935%30.88%
2008-2.77%-27.81%
200710.38%6.43%
200612.33%9.2%
200510%4.16%
200414.53%5.45%
200326.98%17.13%
20023.66%-8.02%
20011.46%-3.99%
20004.78%3.41%

Average annual return8.66% 5.67%