| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2016 | 3.04% | 6.43% |
| 2015 | -0.53% | -0.44% |
| 2014 | 2.33% | 5% |
| 2013 | 11.06% | 13.56% |
| 2012 | 8.17% | 10.98% |
| 2011 | 1.98% | -0.65% |
| 2010 | 10.51% | 13.51% |
| 2009 | 35.97% | 30.94% |
| 2008 | -3.98% | -27.8% |
| 2007 | 10.78% | 6.33% |
| 2006 | 13% | 9.19% |
| 2005 | 9.4% | 4.16% |
| 2004 | 14.71% | 5.4% |
| 2003 | 26.59% | 17.18% |
| 2002 | 4.68% | -8.05% |
| 2001 | 2.15% | -3.93% |
| 2000 | 6.16% | 3.23% |
| | ||
| Average annual return | 9.18% | 5% |