Performance

Medley & Brown, LLC provides historical performance data for our "Growth" and "Balanced" composites. The Growth and Balanced composites represent all of our clients' managed mutual fund accounts. All client portfolios invested primarily in mutual funds with a combined allocation of less than 18% in cash and bonds are included in the Growth Composite. All client portfolios invested primarily in mutual funds with an allocation of 18% or more in cash and bonds are included in the Balanced Composite. These composite returns are averages. Individual client accounts may differ from these figures depending largely upon the individual's asset allocation, among other factors.

Please click on the links to below to see performance tables and accompanying graphs:

Growth Composite
Balanced Composite 

We also provide ten-year rolling returns which we believe give an investor a good idea of how an investment manager performs during multiple longer term market cycles (e.g., 1991-2001, 1992-2002, etc.) and can provide additional insight into his or her long-term performance:

 Growth Composite 151.20 Kb
 Balanced Composite 155.09 Kb

We encourage you to review the  Frequently Asked Questions and Disclosures to gain a better understanding of how we present our performance. We also welcome your inquiry for further explanation. [Back to top]