For VIA IV Portfolios % Rates of Return per year (net of advisor fees) since 1999, click on the next or previous button below. Chart data is not inclusive of custodian (Fidelity Investments) transaction fees (approximately $225 per year for accounts under $1 million, $900 per year for accounts over $1 million.)
1999
Global Equity
Global Equity
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Global Equity
2000
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Global Equity
Global Equity
2001
Global Equity
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2002
Global Equity
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Global Equity
2003
Global Equity
Global Equity
Global Equity
Global Equity
2004
Global Equity
Global Equity
Global Equity
Global Equity
2005
Global Equity
Global Equity
Global Equity
Global Equity
2006
Global Equity
Global Equity
Global Equity
Global Equity
2007
Global Equity
Global Equity
Global Equity
Global Equity
2008
Global Equity
Global Equity
Global Equity
Global Equity
2009
Global Equity
Global Equity
Global Equity
Global Equity
2010
Global Equity
Global Equity
Global Equity
Global Equity
2011
Global Equity
Global Equity
Global Equity
Global Equity
2012
Global Equity
Global Equity
Global Equity
Global Equity
2013
Global Equity
Global Equity
Global Equity
Global Equity
2014
Global Equity
Global Equity
Global Equity
Global Equity
2015
Global Equity
Global Equity
Global Equity
Global Equity
2016
Global Equity
Global Equity
Global Equity
Global Equity
2017
Global Equity
Global Equity
Global Equity
Global Equity
2018
Global Equity
Global Equity
Global Equity
Global Equity
2019
Global Equity
Global Equity
Global Equity
Global Equity
2020
Global Equity
Global Equity
Global Equity
Global Equity
2021
Global Equity
Global Equity
Global Equity
Global Equity
2022
Global Equity
Global Equity
Global Equity
Global Equity
2023
Global Equity
Global Equity
Global Equity
Global Equity