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Investing By Design
Period Ending 03/31/18        
Merryfield       
Benchmark
Trailing One Year       
11.48%       
  8.89%
Trailing Three Years, annualized 
  3.43%
  7.11%
Trailing Five Years, annualized
  8.27%
  8.81%
Since Inception of 12/31/08        
10.32%
10.59%


The Merryfield composite includes all discretionary, fee-paying portfolios with a market value greater than $100,000 and a risk tolerance above average and represents 85% of the total, fee-paying assets under management. The asset allocation of the composite as of 03/31/18 was 80% equities, 4% fixed income, 4% real estate investment trusts and 12% 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.

Merryfield Investment Management, Inc.
Performance History Net of Fees

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