(as of 12/31/2023)
QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Inception | Fact Sheet | Commentary | |||
---|---|---|---|---|---|---|---|---|---|---|---|
Riverbridge All Cap Growth | Gross | 12.02% | 32.65% | 32.65% | 0.72% | 14.30% | 11.65% | 11.48% | |||
Net | 11.78% | 31.62% | 31.62% | -0.07% | 13.42% | 10.78% | 10.47% | ||||
Russell 3000® Growth | 14.09% | 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® | Gross | 12.05% | 32.84% | 32.84% | 1.23% | 15.18% | 11.50% | 8.80% | |||
Net | 11.84% | 31.89% | 31.89% | 0.52% | 14.41% | 10.73% | 7.71% | ||||
Russell 3000® Growth | 14.09% | 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 Growth | Gross | 10.12% | 21.21% | 21.21% | -4.73% | 11.47% | 9.86% | 12.63% | |||
Net | 9.88% | 20.26% | 20.26% | -5.47% | 10.60% | 9.04% | 11.65% | ||||
Russell 2000® Growth | 12.75% | 18.66% | 18.66% | -3.50% | 9.22% | 7.16% | 7.87% | ||||
Riverbridge Smid Cap Growth | Gross | 10.65% | 21.61% | 21.61% | -3.83% | 11.85% | 9.66% | 11.14% | |||
Net | 10.43% | 20.74% | 20.74% | -4.53% | 11.04% | 8.83% | 10.32% | ||||
Russell 2500™ Growth | 12.59% | 18.93% | 18.93% | -2.68% | 11.43% | 8.78% | 9.06% | ||||
Riverbridge Mid Cap Growth | Gross | 12.07% | 26.06% | 26.06% | -2.57% | 13.10% | N/A | 9.53% | |||
Net | 11.79% | 24.95% | 24.95% | -3.35% | 12.36% | N/A | 8.90% | ||||
Russell Midcap® Growth | 14.55% | 25.87% | 25.87% | 1.31% | 13.81% | N/A | 10.42% | ||||
Riverbridge Large Cap Growth | Gross | 10.45% | 38.96% | 38.96% | 4.74% | 14.94% | 11.97% | 8.85% | |||
Net | 10.31% | 38.31% | 38.31% | 4.23% | 14.39% | 11.34% | 7.69% | ||||
Russell 1000® Growth | 14.16% | 42.68% | 42.68% | 8.86% | 19.50% | 14.86% | 8.85% | ||||
Riverbridge Concentrated Growth | Gross | 12.43% | 30.05% | 30.05% | 3.73% | 14.55% | 12.71% | 12.85% | |||
Net | 12.17% | 28.99% | 28.99% | 1.54% | 12.21% | 10.34% | 10.75% | ||||
Russell 3000® Growth | 14.09% | 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 Income | Gross | 11.69% | 21.08% | 21.08% | 8.54% | 14.35% | 11.47% | 10.67% | |||
Net | 11.46% | 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.