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%|