Investing By Design
Period Ending 06/30/19        
Merryfield       
Benchmark
Year To Date      
   14.64%  12.02%
Trailing Three Years, annualized 
     8.71%
  8.93%
Trailing Five Years, annualized
     3.34%
  5.37%
Since Inception of 12/31/08        
     9.17%
  8.50%


Merryfield Investment Management, Inc.
Performance History Net of Fees

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The Merryfield composite includes all portfolios with a market value greater than $100,000 and a risk tolerance above average and represents 82% of the total assets under management. The asset allocation of the composite as of 06/30/19 was 75% equities, 14% 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 MSCI ACWIF World 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.