Dock Street Performance

Performance Details

December 31, 2007 to July 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
1.0%
4.3%
26.5%
18.3%
21.7%
14.1%
S&P 500 (TR)
10.1%
19.6%
19.3%
12.9%
15.1%
11.3%

Dock Street Equity Portfolio

S&P 500 (TR)

YTD

1.0%

10.1%

3 Year

5 Year

10 Year

12/31/2007

1 Year

4.3%

26.5%

19.3%

19.6%

18.3%

12.9%

21.7%

15.1%

14.1%

11.3%

YTD
1 Year
3 Year
5 Year
10 Year
12/31/2007
Balanced Portfolio
1.0%
4.2%
24.0%
16.0%
16.8%
11.1%
60/40 Benchmark*
5.8%
12.7%
13.1%
7.7%
9.8%
8.4%

Balanced Portfolio

60/40 Benchmark*

YTD

1.0%

5.8%

3 Year

5 Year

10 Year

12/31/2007

1 Year

4.2%

24.0%

13.1%

12.7%

16.0%

7.7%

16.8%

9.8%

11.1%

8.4%

*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.