Dock Street Performance
Performance Details
December 31, 2007 to June 30, 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
0.7%
9.1%
28.1%
19.0%
22.3%
14.1%
S&P 500 (TR)
10.2%
22.3%
20.6%
13.4%
15.5%
11.3%
Dock Street Equity Portfolio
S&P 500 (TR)
YTD
0.7%
10.2%
3 Year
5 Year
10 Year
12/31/2007
1 Year
9.1%
28.1%
20.6%
22.3%
19.0%
13.4%
22.3%
15.5%
14.1%
11.3%
YTD
1 Year
3 Year
5 Year
10 Year
12/31/2007
Balanced Portfolio
0.7%
8.7%
25.2%
16.6%
17.1%
11.1%
60/40 Benchmark*
6.4%
14.7%
14.0%
8.3%
10.2%
8.5%
Balanced Portfolio
60/40 Benchmark*
YTD
0.7%
6.4%
3 Year
5 Year
10 Year
12/31/2007
1 Year
8.7%
25.2%
14.0%
14.7%
16.6%
8.3%
17.1%
10.2%
11.1%
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.
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.