The Merryfield composite includes all fee-paying portfolios with a market value greater than $10,000 and a risk tolerance above average and represents 88% of the total assets under management. The asset allocation of the composite as of 12/31/22 was 50% equities, 31% fixed income, 1% real estate investment trusts and 18% cash. The performance results are presented Net of Fees (after management fees have been deducted) and represent a time-weighted and asset-weighted compound rate of return. The benchmark return is the S&P 500 Index, total return, as measured by the iShares exchange traded fund ticker symbol: SPY.
Past performance may not be indicative of future performance. Other composites are available upon request.
Period Ending 12/31/22 | Merryfield | Benchmark |
Year To Date | -21.25% | -19.65% |
Trailing Three Years, annualized | 6.75% | 6.00% |
Trailing Five Years, annualized | 5.89% | 7.41% |
Since Inception of 12/31/08 | 8.93% | 10.91% |