Dock Street Performance

Performance Details

December 31, 2007 to March 31, 2026

Dock Street Equity Portfolio and Balanced Account are both shown net of fees (after fees).

YTD
1 Year
3 Year
5 Year
10 Year
12/31/2007
Dock Street Equity Portfolio
-11.0%
23.5%
29.5%
19.3%
20.4%
13.6%
S&P 500 (TR)
-4.3%
17.8%
18.3%
12.1%
14.2%
10.6%

Dock Street Equity Portfolio

S&P 500 (TR)

YTD

-11.0%

-4.3%

3 Year

5 Year

10 Year

12/31/2007

1 Year

23.5%

29.5%

18.3%

17.8%

19.3%

12.1%

20.4%

14.2%

13.6%

10.6%

YTD
1 Year
3 Year
5 Year
10 Year
12/31/2007
Balanced Portfolio
-10.5%
21.9%
25.6%
16.4%
15.6%
10.6%
60/40 Benchmark*
-2.6%
12.7%
12.5%
7.6%
9.5%
8.1%

Balanced Portfolio

60/40 Benchmark*

YTD

-10.5%

-2.6%

3 Year

5 Year

10 Year

12/31/2007

1 Year

21.9%

25.6%

12.5%

12.7%

16.4%

7.6%

15.6%

9.5%

10.6%

8.1%

*60/40 Benchmark is 60% S&P 500 (TR) and 40% Bloomberg US Aggregate Bond Index

Over the last 30 years, Dock Street has found what works for us and our clients, investing in a select group of high quality businesses. Our consistent approach has enabled us to beat the market over long periods of time.

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Past performance is not a guarantee of future performance. Actual performance achieved was higher or lower for each client. Performance figures for a typical portfolio are in the table above labeled “Balanced Portfolio.”

  • Dock Street Equity – Equity positions which are the primary equity holdings of Dock Street clients and are oriented towards long term growth. Performance is shown inclusive of dividends.
  • Dock Street Fixed Income – Holdings in Bonds may include Treasuries, ETFs, and Mutual Funds.
  • Cash & Equivalents – Holdings in custodial cash, money market funds, floating rate ETFs and other cash sweep vehicles.
  • Balanced Portfolio – The performance of a typical Dock Street portfolio comprised of a mix of Equity, Fixed Income and Cash investments. Presented inclusive of interest and dividends and net of fees.
  • S&P 500 – The performance of the S&P 500 index inclusive of dividends. Fees are not included so this performance is not available to the typical investor.