|Period Ending 03/31/19 ||Merryfield ||Benchmark|
|Year To Date ||11.24%|| 8.12%|
|Trailing Three Years, annualized || 6.21%|| 7.74%|
|Trailing Five Years, annualized|| 3.84%|| 5.50%|
|Since Inception of 12/31/08 || 9.08%|| 8.34%|
The Merryfield composite includes all portfolios with a market value greater than $100,000 and a risk tolerance above average and represents 82.8% of the total assets under management. The asset allocation of the composite as of 03/31/19 was 69% equities, 13% fixed income, 9% real estate investment trusts and 9% 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.