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

Riverbridge Portfolios vs. Benchmarks

Annualized Returns | Net

As of 09/30/2018Q-T-DY-T-D1-Year3-Year5-Year10-YearInception
Riverbridge All Cap Growth12.12%22.24%31.97%18.93%13.24%13.26%10.65%
Russell 3000® Growth8.88%16.99%25.89%20.36%16.23%14.18%9.53%
S&P 500®7.71%10.56%17.91%17.31%13.95%11.97%9.66%
Riverbridge Small Cap Growth10.12%29.17%33.72%22.69%13.18%14.85%12.62%
Russell 2000® Growth5.52%15.76%21.06%17.98%12.14%12.65%8.59%
Riverbridge Smid Cap Growth10.61%19.49%27.37%18.53%12.06%14.51%11.96%
Russell 2500™ Growth7.17%15.78%23.13%17.96%12.88%13.61%10.35%
Riverbridge Large Cap Growth10.89%13.44%23.08%16.76%13.58%11.47%6.88%
Russell 1000® Growth9.17%17.09%26.30%20.55%16.58%14.31%7.43%
Riverbridge Eco Leaders®11.70%21.69%31.02%18.72%12.35%13.63%6.98%
Russell 3000® Growth8.88%16.99%25.89%20.36%16.23%14.18%5.17%
S&P 500®7.71%10.56%17.91%17.31%13.95%11.97%6.05%
Riverbridge Concentrated Growth11.68%18.82%25.78%17.99%13.45%12.00%11.25%
Russell 3000® Growth8.88%16.99%25.89%20.36%16.23%14.18%9.31%
S&P 500®7.71%10.56%17.91%17.31%13.95%11.97%8.38%
Riverbridge Growth and Income8.23%9.22%16.90%16.10%11.71%10.47%9.30%
S&P 500®7.71%10.56%17.91%17.31%13.95%11.97%10.13%
Riverbridge Mid Cap Growth11.48%16.31%23.37%15.02%N/AN/A10.06%
Russell Midcap® Growth7.57%13.38%21.10%16.65%N/AN/A11.66%

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.