Our enduring investment approach has resulted in a long-term record of performance.

Riverbridge Portfolios vs. Benchmarks

Annualized Returns | Net

As of 12/31/2017Q-T-DY-T-D1-Year3-Year5-Year10-YearInception
Riverbridge All Cap Growth7.96%24.78%24.78%11.29%14.24%9.96%10.20%
Russell 3000® Growth7.61%29.59%29.59%13.51%17.16%9.93%9.21%
S&P 5006.64%21.83%21.83%11.41%15.79%8.50%9.55%
Riverbridge Small Cap Growth3.52%23.18%23.18%10.56%13.78%10.19%11.98%
Russell 2000® Growth4.59%22.17%22.17%10.28%15.21%9.19%8.27%
Riverbridge Smid Cap Growth6.59%25.33%25.33%10.37%13.35%10.95%11.01%
Russell 2500™ Growth6.35%24.46%24.46%10.88%15.47%9.62%9.62%
Riverbridge Large Cap Growth8.50%22.06%22.06%11.67%15.26%8.48%6.47%
Russell 1000® Growth7.86%30.21%30.21%13.79%17.33%10.00%6.87%
Riverbridge Eco Leaders®7.67%23.35%23.35%10.90%13.66%8.96%6.10%
Russell 3000® Growth7.61%29.59%29.59%13.51%17.16%9.93%4.46%
S&P 5006.64%21.83%21.83%11.41%15.79%8.50%5.71%
Riverbridge Concentrated Growth5.86%24.55%24.55%12.14%14.00%7.43%10.59%
Russell 3000® Growth7.61%29.59%29.59%13.51%17.16%9.93%8.68%
S&P 5006.64%21.83%21.83%11.41%15.79%8.50%8.10%
Riverbridge Growth and Income7.03%18.12%18.12%10.24%14.20%8.31%9.14%
S&P 5006.64%21.83%21.83%11.41%15.79%8.50%9.92%
Riverbridge Mid Cap Growth6.07%21.21%21.21%7.05%N/AN/A7.59%
Russell Midcap® Growth6.81%25.27%25.27%10.30%N/AN/A10.30%

Strategy Inception: All Cap Growth 1987; Small Cap Growth 1988; SMID Cap Growth 2007; Large Cap Growth 1997;  Eco Leaders® 2000; Concentrated Growth 2002; Growth and Income 2002; Mid Cap Growth 2014

The above presents net of fees performance figures. Past performance does not guarantee future results.Please refer to Riverbridge Disclosures.