| | ||
| Year | Wealth Manager | Asset Manager 50% |
| | ||
| 2018 | -2.26% | -5.36% |
| 2017 | 13.74% | 13.54% |
| 2016 | 3.5% | 6.48% |
| 2015 | -0.3% | -0.49% |
| 2014 | 3.42% | 5.41% |
| 2013 | 10.44% | 13.99% |
| 2012 | 8.82% | 11.31% |
| 2011 | 1.41% | -0.64% |
| 2010 | 10.31% | 13.6% |
| 2009 | 35.44% | 30.96% |
| 2008 | -2.53% | -27.87% |
| 2007 | 10.8% | 6.41% |
| 2006 | 12.41% | 9.18% |
| 2005 | 10.1% | 4.19% |
| 2004 | 14.41% | 5.42% |
| 2003 | 26.54% | 17.13% |
| 2002 | 3.76% | -8.02% |
| 2001 | 1.14% | -4.04% |
| 2000 | 5.73% | 3.37% |
| | ||
| Average annual return | 8.78% | 4.98% |