Riverbridge Strategies vs. Benchmarks
Annualized Returns:
Performance
(as of 03/31/2024)
| QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Inception | Fact Sheet | Commentary | ||
|---|---|---|---|---|---|---|---|---|---|---|
| Riverbridge All Cap Growth | Gross | 9.91% | 9.91% | 28.34% | 4.69% | 13.26% | 12.64% | 11.69% |  | |
| Net | 9.71% | 9.71% | 27.35% | 3.87% | 12.39% | 11.76% | 10.67% | |||
| Russell 3000® Growth | 11.23% | 11.23% | 37.95% | 11.54% | 17.82% | 15.43% | 10.41% | |||
| S&P 500® | 10.56% | 10.56% | 29.88% | 11.49% | 15.05% | 12.96% | 10.19% | |||
| Riverbridge Eco Leaders® | Gross | 10.03% | 10.03% | 28.57% | 5.12% | 13.86% | 12.66% | 9.14% | | |
| Net | 9.84% | 9.84% | 27.66% | 4.38% | 13.09% | 11.88% | 8.05% | |||
| Russell 3000® Growth | 11.23% | 11.23% | 37.95% | 11.54% | 17.82% | 15.43% | 7.47% | |||
| S&P 500® | 10.56% | 10.56% | 29.88% | 11.49% | 15.05% | 12.96% | 7.66% | |||
| Riverbridge Small Cap Growth | Gross | 4.22% | 4.22% | 15.26% | -3.71% | 9.15% | 10.43% | 12.66% | | |
| Net | 4.02% | 4.02% | 14.35% | -4.46% | 8.30% | 9.59% | 11.69% | |||
| Russell 2000® Growth | 7.58% | 7.58% | 20.35% | -2.68% | 7.38% | 7.89% | 8.03% | |||
| Riverbridge Smid Cap Growth | Gross | 3.80% | 3.80% | 14.72% | -2.25% | 9.16% | 10.11% | 11.21% | | |
| Net | 3.61% | 3.61% | 13.89% | -2.98% | 8.37% | 9.28% | 10.39% | |||
| Russell 2500™ Growth | 8.51% | 8.51% | 21.12% | -0.81% | 9.39% | 9.56% | 9.44% | |||
| Riverbridge Mid Cap Growth | Gross | 5.00% | 5.00% | 18.31% | -0.16% | 10.37% | N/A | 9.83% | | |
| Net | 4.78% | 4.78% | 17.28% | -1.00% | 9.63% | N/A | 9.19% | |||
| Russell Midcap® Growth | 9.50% | 9.50% | 26.28% | 4.62% | 11.82% | N/A | 11.17% | |||
| Riverbridge Large Cap Growth | Gross | 11.32% | 11.32% | 32.58% | 8.90% | 14.04% | 13.26% | 9.21% | | |
| Net | 11.20% | 11.20% | 31.96% | 8.37% | 13.50% | 12.62% | 8.05% | |||
| Russell 1000® Growth | 11.41% | 11.41% | 39.00% | 12.50% | 18.52% | 15.98% | 9.21% | |||
| Riverbridge Concentrated Growth | Gross | 5.92% | 5.92% | 26.44% | 5.41% | 13.22% | 13.69% | 12.99% | | |
| Net | 5.67% | 5.67% | 25.37% | 4.38% | 11.09% | 11.55% | 10.90% | |||
| Russell 3000® Growth | 11.23% | 11.23% | 37.95% | 11.54% | 17.82% | 15.43% | 10.83% | |||
| S&P 500® | 10.56% | 10.56% | 29.88% | 11.49% | 15.05% | 12.96% | 9.58% | |||
| Riverbridge Growth and Income | Gross | 5.97% | 5.97% | 20.71% | 9.86% | 13.39% | 12.10% | 10.84% | | |
| Net | 5.78% | 5.78% | 19.78% | 9.02% | 12.52% | 11.21% | 9.90% | |||
| S&P 500® | 10.56% | 10.56% | 29.88% | 11.49% | 15.05% | 12.96% | 10.92% |
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.