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

Riverbridge Portfolios vs. Benchmarks

Annualized Returns | Net

As of 12/31/2018Q-T-DY-T-D1-Year3-Year5-Year10-YearInception
Riverbridge All Cap Growth-14.68%4.30%4.30%11.15%8.20%14.38%10.00%
Russell 3000® Growth-16.33%-2.12%-2.12%10.85%9.99%15.15%8.83%
S&P 500®-13.52%-4.38%-4.38%9.26%8.49%13.12%9.07%
Riverbridge Small Cap Growth-16.92%7.32%7.32%14.44%7.50%15.76%11.83%
Russell 2000® Growth-21.65%-9.31%-9.31%7.24%5.13%13.52%7.65%
Riverbridge Smid Cap Growth-16.59%-0.34%-0.34%10.40%6.67%14.92%10.02%
Russell 2500™ Growth-20.08%-7.47%-7.47%8.11%6.19%14.76%8.09%
Riverbridge Large Cap Growth-11.89%-0.05%-0.05%9.77%8.37%12.99%6.15%
Russell 1000® Growth-15.89%-1.51%-1.51%11.15%10.40%15.29%6.45%
Riverbridge Eco Leaders®-14.72%3.78%3.78%10.74%7.16%15.01%5.97%
Russell 3000® Growth-16.33%-2.12%-2.12%10.85%9.99%15.15%4.10%
S&P 500®-13.52%-4.38%-4.38%9.26%8.49%13.12%5.14%
Riverbridge Concentrated Growth-10.76%6.03%6.03%14.37%8.50%14.02%10.31%
Russell 3000® Growth-16.33%-2.12%-2.12%10.85%9.99%15.15%8.00%
S&P 500®-13.52%-4.38%-4.38%9.26%8.49%13.12%7.31%
Riverbridge Growth and Income-7.88%0.61%0.61%11.29%7.77%11.88%8.58%
S&P 500®-13.52%-4.38%-4.38%9.26%8.49%13.12%8.97%
Riverbridge Mid Cap Growth-16.45%-2.82%-2.82%7.62%N/AN/A5.19%
Russell Midcap® Growth-15.99%-4.75%-4.75%8.59%N/AN/A6.76%

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. The above information is supplemental to the GIPS compliant presentation. Please refer to the GIPS Compliant Presentation and Riverbridge Disclosures.