Year Wealth Manager Asset Manager 50%

202014.01%14.69%
20198.89%18.29%
2018-2.35%-5.36%
201713.22%14.05%
20163.56%6.43%
2015-0.41%-0.52%
20143.05%5.49%
201310.98%13.95%
20128.61%11.35%
20111.3%-0.69%
201010.5%13.6%
200934.99%30.88%
2008-3.42%-27.81%
200710.58%6.44%
200612.72%9.12%
200510.12%4.24%
200414.66%5.28%
200326.54%17.3%
20023.71%-8.16%
20011.36%-3.92%
20005.79%3.48%

Average annual return8.97% 6.1%