| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2019 | 8.55% | 18.21% |
| 2018 | -2.39% | -5.35% |
| 2017 | 13.81% | 14.04% |
| 2016 | 3.16% | 6.49% |
| 2015 | -0.43% | -0.51% |
| 2014 | 3.57% | 5.43% |
| 2013 | 10.58% | 13.95% |
| 2012 | 8.88% | 11.36% |
| 2011 | 1.25% | -0.68% |
| 2010 | 10.81% | 13.58% |
| 2009 | 35.13% | 30.99% |
| 2008 | -3.05% | -27.85% |
| 2007 | 10.56% | 6.39% |
| 2006 | 12.47% | 9.13% |
| 2005 | 10.11% | 4.26% |
| 2004 | 14.23% | 5.28% |
| 2003 | 26.59% | 17.34% |
| 2002 | 3.47% | -8.11% |
| 2001 | 1.1% | -3.96% |
| 2000 | 4.74% | 3.39% |
| | ||
| Average annual return | 8.66% | 5.67% |