Our strategies are designed to outlast the market cycles

Riverbridge Strategies vs. Benchmarks

Annualized Returns:

Performance

(as of 12/31/2023)

QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge All Cap GrowthGross12.02%32.65%32.65%0.72%14.30%11.65%11.48%
Net11.78%31.62%31.62%-0.07%13.42%10.78%10.47%
Russell 3000® Growth14.09%41.21%41.21%8.08%18.85%14.33%10.16%
S&P 500®11.69%26.29%26.29%10.00%15.69%12.03%9.96%
Riverbridge Eco Leaders®Gross12.05%32.84%32.84%1.23%15.18%11.50%8.80%
Net11.84%31.89%31.89%0.52%14.41%10.73%7.71%
Russell 3000® Growth14.09%41.21%41.21%8.08%18.85%14.33%7.06%
S&P 500®11.69%26.29%26.29%10.00%15.69%12.03%7.29%
Riverbridge Small Cap GrowthGross10.12%21.21%21.21%-4.73%11.47%9.86%12.63%
Net9.88%20.26%20.26%-5.47%10.60%9.04%11.65%
Russell 2000® Growth12.75%18.66%18.66%-3.50%9.22%7.16%7.87%
Riverbridge Smid Cap GrowthGross10.65%21.61%21.61%-3.83%11.85%9.66%11.14%
Net10.43%20.74%20.74%-4.53%11.04%8.83%10.32%
Russell 2500™ Growth12.59%18.93%18.93%-2.68%11.43%8.78%9.06%
Riverbridge Mid Cap GrowthGross12.07%26.06%26.06%-2.57%13.10%N/A9.53%
Net11.79%24.95%24.95%-3.35%12.36%N/A8.90%
Russell Midcap® Growth14.55%25.87%25.87%1.31%13.81%N/A10.42%
Riverbridge Large Cap GrowthGross10.45%38.96%38.96%4.74%14.94%11.97%8.85%
Net10.31%38.31%38.31%4.23%14.39%11.34%7.69%
Russell 1000® Growth14.16%42.68%42.68%8.86%19.50%14.86%8.85%
Riverbridge Concentrated GrowthGross12.43%30.05%30.05%3.73%14.55%12.71%12.85%
Net12.17%28.99%28.99%1.54%12.21%10.34%10.75%
Russell 3000® Growth14.09%41.21%41.21%8.08%18.85%14.33%10.41%
S&P 500®11.69%26.29%26.29%10.00%15.69%12.03%9.18%
Riverbridge Growth and IncomeGross11.69%21.08%21.08%8.54%14.35%11.47%10.67%
Net11.46%20.13%20.13%7.71%13.47%10.58%9.73%
S&P 500®11.69%26.29%26.29%10.00%15.69%12.03%10.53%

Strategy Inception: All Cap Growth 1987; Small Cap Growth 1988; SMID Cap Growth 2006; Large Cap Growth 1997;  Eco Leaders® 2000; Concentrated Growth 2002; Growth and Income 2002; Mid Cap Growth 2014

Past performance does not guarantee future results. The above information is supplemental to the GIPS® Report. Please refer to the GIPS Report and Riverbridge Disclosures.

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