Riverbridge Strategies vs. Benchmarks
Annualized Returns:
| As of 6/30/2022 | QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Inception | Fact Sheet | Commentary | |
|---|---|---|---|---|---|---|---|---|---|---|
| Riverbridge All Cap Growth | Gross | -20.51% | -29.90% | -26.75% | 6.35% | 11.29% | 12.55% | 11.11% |  | |
| Net | -20.68% | -30.21% | -27.34% | 5.53% | 10.43% | 11.67% | 10.09% | |||
| Russell 3000® Growth | -20.83% | -28.15% | -19.78% | 11.84% | 13.63% | 14.41% | 9.56% | |||
| S&P 500® | -16.10% | -19.96% | -10.62% | 10.60% | 11.31% | 12.96% | 9.60% | |||
| Riverbridge Eco Leaders® | Gross | -20.51% | -29.36% | -26.10% | 6.90% | 11.83% | 12.80% | 8.03% | | |
| Net | -20.66% | -29.64% | -26.63% | 6.19% | 11.09% | 11.95% | 6.92% | |||
| Russell 3000® Growth | -20.83% | -28.15% | -19.78% | 11.84% | 13.63% | 14.41% | 5.95% | |||
| S&P 500® | -16.10% | -19.96% | -10.62% | 10.60% | 11.31% | 12.96% | 6.56% | |||
| Riverbridge Small Cap Growth | Gross | -20.09% | -32.72% | -34.72% | 4.77% | 9.76% | 12.09% | 12.54% | | |
| Net | -20.24% | -32.98% | -35.22% | 3.97% | 8.92% | 11.28% | 11.56% | |||
| Russell 2000® Growth | -19.25% | -29.45% | -33.43% | 1.40% | 4.80% | 9.30% | 7.55% | |||
| Riverbridge Smid Cap Growth | Gross | -21.12% | -31.80% | -30.85% | 4.08% | 9.40% | 11.26% | 10.85% | | |
| Net | -21.28% | -32.08% | -31.37% | 3.32% | 8.59% | 10.43% | 10.03% | |||
| Russell 2500™ Growth | -19.55% | -29.45% | -31.81% | 3.68% | 7.53% | 10.88% | 8.44% | |||
| Riverbridge Mid Cap Growth | Gross | -22.20% | -33.00% | -30.85% | 4.41% | 8.53% | N/A | 8.04% | | |
| Net | -22.37% | -33.31% | -31.44% | 3.81% | 7.94% | N/A | 7.47% | |||
| Russell Midcap® Growth | -21.07% | -31.00% | -29.57% | 4.25% | 8.88% | N/A | 8.48% | |||
| Riverbridge Large Cap Growth | Gross | -21.67% | -30.83% | -24.85% | 6.38% | 10.02% | 12.30% | 7.98% | | |
| Net | -21.78% | -31.02% | -25.23% | 5.87% | 9.50% | 11.64% | 6.79% | |||
| Russell 1000® Growth | -20.92% | -28.07% | -18.77% | 12.58% | 14.29% | 14.80% | 7.90% | |||
| Riverbridge Concentrated Growth | Gross | -14.93% | -24.55% | -19.83% | 5.84% | 12.30% | 12.18% | 12.24% | | |
| Net | -15.11% | -25.22% | -20.85% | 3.09% | 9.25% | 9.78% | 10.06% | |||
| Russell 3000® Growth | -20.83% | -28.15% | -19.78% | 11.84% | 13.63% | 14.41% | 9.41% | |||
| S&P 500® | -16.10% | -19.96% | -10.62% | 10.60% | 11.31% | 12.96% | 8.51% | |||
| Riverbridge Growth and Income | Gross | -9.99% | -15.88% | -6.28% | 10.53% | 12.19% | 12.74% | 10.25% | | |
| Net | -10.16% | -16.21% | -7.00% | 9.69% | 11.31% | 11.83% | 9.30% | |||
| S&P 500® | -16.10% | -19.96% | -10.62% | 10.60% | 11.31% | 12.96% | 9.93% |
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.