Riverbridge Strategies vs. Benchmarks
Annualized Returns:
| As of 3/31/2021 | QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Inception | Fact Sheet | Commentary | |
|---|---|---|---|---|---|---|---|---|---|---|
| Riverbridge All Cap Growth | Gross | -2.14% | -2.14% | 58.05% | 23.27% | 21.51% | 16.14% | 12.34% |  | |
| Net | -2.32% | -2.32% | 56.88% | 22.33% | 20.59% | 15.24% | 11.30% | |||
| Russell 3000® Growth | 1.19% | 1.19% | 64.31% | 22.39% | 20.87% | 16.35% | 10.31% | |||
| S&P 500® | 6.17% | 6.17% | 56.35% | 16.78% | 16.29% | 13.91% | 10.08% | |||
| Riverbridge Eco Leaders® | Gross | -1.75% | -1.75% | 58.76% | 24.17% | 21.88% | 15.81% | 9.74% | | |
| Net | -1.91% | -1.91% | 57.76% | 23.37% | 21.06% | 14.85% | 8.59% | |||
| Russell 3000® Growth | 1.19% | 1.19% | 64.31% | 22.39% | 20.87% | 16.35% | 6.89% | |||
| S&P 500® | 6.17% | 6.17% | 56.35% | 16.78% | 16.29% | 13.91% | 7.12% | |||
| Riverbridge Small Cap Growth | Gross | 0.93% | 0.93% | 88.69% | 25.90% | 25.89% | 17.04% | 14.30% | | |
| Net | 0.76% | 0.76% | 87.30% | 24.93% | 24.93% | 16.21% | 13.30% | |||
| Russell 2000® Growth | 4.88% | 4.88% | 90.20% | 17.16% | 18.61% | 13.02% | 9.07% | |||
| Riverbridge Smid Cap Growth | Gross | -1.13% | -1.13% | 68.03% | 22.91% | 22.04% | 16.21% | 14.27% | | |
| Net | -1.30% | -1.30% | 66.83% | 22.00% | 21.14% | 15.37% | 13.43% | |||
| Russell 2500 Growth | 2.49% | 2.49% | 87.50% | 19.96% | 19.91% | 14.21% | 11.73% | |||
| Riverbridge Mid Cap Growth | Gross | -2.43% | -2.43% | 68.12% | 22.30% | 19.86% | N/A | 14.59% | | |
| Net | -2.52% | -2.52% | 67.51% | 21.76% | 19.31% | N/A | 14.05% | |||
| Russell Midcap® Growth | -0.57% | -0.57% | 68.61% | 19.41% | 18.39% | N/A | 14.21% | |||
| Riverbridge Large Cap Growth | Gross | -0.95% | -0.95% | 49.20% | 19.97% | 17.92% | 14.83% | 9.25% | | |
| Net | -1.06% | -1.06% | 48.51% | 19.40% | 17.26% | 14.17% | 8.01% | |||
| Russell 1000® Growth | 0.94% | 0.94% | 62.74% | 22.80% | 21.05% | 16.63% | 8.79% | |||
| Riverbridge Concentrated Growth | Gross | 0.94% | 0.94% | 56.08% | 21.89% | 23.36% | 14.73% | 14.24% | | |
| Net | -2.74% | -2.74% | 49.80% | 18.65% | 19.75% | 12.31% | 11.97% | |||
| Russell 3000® Growth | 1.19% | 1.19% | 64.31% | 22.39% | 20.87% | 16.35% | 10.71% | |||
| S&P 500® | 6.17% | 6.17% | 56.35% | 16.78% | 16.29% | 13.91% | 9.28% | |||
| Riverbridge Growth and Income | Gross | 2.20% | 2.20% | 46.61% | 16.55% | 15.76% | 13.23% | 11.00% | | |
| Net | 2.01% | 2.01% | 45.49% | 15.64% | 14.84% | 12.30% | 10.05% | |||
| S&P 500® | 6.17% | 6.17% | 56.35% | 16.78% | 16.29% | 13.91% | 10.83% |
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® compliant presentation. Please refer to the GIPS Compliant Presentation and Riverbridge Disclosures.