Dock Street Performance

Performance Details

December 31, 2007 to May 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
9.4%
27.9%
34.8%
22.9%
23.1%
14.7%
S&P 500 (TR)
11.3%
29.8%
23.6%
14.1%
15.6%
11.4%

Dock Street Equity Portfolio

S&P 500 (TR)

YTD

9.4%

11.3%

3 Year

5 Year

10 Year

12/31/2007

1 Year

27.9%

34.8%

23.6%

29.8%

22.9%

14.1%

23.1%

15.6%

14.7%

11.4%

YTD
1 Year
3 Year
5 Year
10 Year
12/31/2007
Balanced Portfolio
9.1%
26.5%
31.1%
19.9%
18.0%
11.7%
60/40 Benchmark*
6.9%
19.5%
15.6%
8.7%
10.3%
8.5%

Balanced Portfolio

60/40 Benchmark*

YTD

9.1%

6.9%

3 Year

5 Year

10 Year

12/31/2007

1 Year

26.5%

31.1%

15.6%

19.5%

19.9%

8.7%

18.0%

10.3%

11.7%

8.5%

*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.