 |
|
| HOME | ABOUT DOCK STREET | CONTACT DOCK STREET |
| Our Team | Our Investment Approach | Our Stock Selection Process | Our Performance | Our Fees | Our Form ADV |
Equity Investment Performance
|
|
DOCK STREET |
S&P 500 |
|
1994 |
2.21% |
1.31% |
|
1995 |
42.12% |
37.60% |
|
1996 |
30.19% |
22.60% |
|
1997 |
34.42% |
33.20% |
|
1998 |
39.55% |
28.60% |
|
1999 |
26.88% |
21.03% |
|
2000 |
-5.87% |
-9.15% |
|
2001 |
-15.80% |
-11.60% |
|
2002 |
-24.18% |
-23.40% |
|
2003 |
27.11% |
26.40% |
|
2004 |
9.64% |
10.85% |
|
2005 |
5.47% |
4.90% |
|
2006 |
7.35% |
15.80% |
|
2007 |
19.15% |
5.51% |
|
2008 |
-33.65% |
-37.00% |
|
2009 (thru 9/30) |
38.88% |
19.30% |
|
Compounded Annual Return |
10.23% |
6.98% |
|
Trailing Returns from 9/30/09 |
|
|
|
1 Year |
+3.93% |
-6.92 |
|
3 Years |
+7.44% |
-16.55% |
|
5 Years |
+23.64% |
+5.21% |
The value of $1,000,000 invested at the end of 1993
|
|
DOCK STREET |
S&P 500 |
|
|
1993 |
$1,000,000 |
$1,000,000 |
|
|
1997 |
2,562,296 |
2,276,488 |
|
|
2001 |
3,595,774 |
2,845,618 |
|
|
2005 |
4,029,580 |
3,203,874 |
|
|
2009 (9/30/09) |
4,749,376 |
2,942,108 |
|
| This table illustrates the value of a $1,000,000 investment at the annual rates of return in the upper table. Performance is calculated using the time-weighted method for equity portion of accounts where Dock Street Asset Management has full investment discretion. The index used for comparison purposes is the S&P 500 total return, which includes dividends reinvested. Dock Street performance is presented after the deduction of advisory fees. Dock Street Advisory fees are described in this brochure and in Part II of the Form ADV. Complete supporting Documentation on performance figures of 1994 through the present is available on request. Past performance is no guarantee of future investment results. |
263
Glenville Road | Greenwich, CT 06831 | Phone: 203.532.9470 | Fax: 203.531.0666
| Home | Privacy Notice | Use Terms |