The Merryfield composite includes all portfolios with a market value greater than $100,000 and a risk tolerance above average and represents 83.4% of the total assets under management. The asset allocation of the composite as of 08/31/18 was 86% equities, 3% fixed income, 5% real estate investment trusts and 6% cash. The performance results are presented Net of Fees (after management fees and transaction charges have been deducted) and represent a time-weighted and asset-weighted compound rate of return. The benchmark return is a blended return comprised of 60% of the S&P 500 Index, Total Return, and 40% of the iShares Barclays Aggregate Bond Index (ticker symbol: AGG) with daily re-balancing and no transaction charges.
Past performance may not be indicative of future performance. Other composites are available upon request.
|Period Ending 08/31/18 ||Merryfield ||Benchmark|
|Trailing One Year ||13.65% || 11.14%|
|Trailing Three Years, annualized || 7.26%|| 10.37%|
|Trailing Five Years, annualized|| 8.59%|| 9.79%|
|Since Inception of 12/31/08 ||10.53%|| 10.83%|