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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% |
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Average annual return | 8.78% | 4.98% |