|Period Ending 02/28/19 ||Merryfield ||Benchmark|
|Year To Date ||10.62%|| 7.22%|
|Trailing Three Years, annualized || 7.11%|| 9.90%|
|Trailing Five Years, annualized|| 3.99%|| 7.53%|
|Since Inception of 12/31/08 || 9.10%|| 10.19%|
The Merryfield composite includes all portfolios with a market value greater than $100,000 and a risk tolerance above average and represents 83.7% of the total assets under management. The asset allocation of the composite as of 02/28/19 was 66% equities, 14% fixed income, 13% real estate investment trusts and 7% 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.