Riverbridge Strategies vs. Benchmarks
Annualized Returns:
| As of 9/30/2021 | QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Inception | Fact Sheet | Commentary | |
|---|---|---|---|---|---|---|---|---|---|---|
| Riverbridge All Cap Growth | Gross | 0.75% | 6.07% | 20.93% | 20.09% | 21.74% | 18.47% | 12.41% |  | |
| Net | 0.56% | 5.49% | 20.04% | 19.18% | 20.82% | 17.55% | 11.38% | |||
| Russell 3000® Growth | 0.69% | 13.49% | 27.57% | 21.27% | 22.30% | 19.40% | 10.52% | |||
| S&P 500® | 0.58% | 15.92% | 30.00% | 15.99% | 16.90% | 16.63% | 10.21% | |||
| Riverbridge Eco Leaders® | Gross | 0.74% | 6.46% | 21.43% | 21.14% | 21.89% | 18.70% | 9.91% | | |
| Net | 0.57% | 5.94% | 20.65% | 20.36% | 21.08% | 17.75% | 8.77% | |||
| Russell 3000® Growth | 0.69% | 13.49% | 27.57% | 21.27% | 22.30% | 19.40% | 7.30% | |||
| S&P 500® | 0.58% | 15.92% | 30.00% | 15.99% | 16.90% | 16.63% | 7.39% | |||
| Riverbridge Small Cap Growth | Gross | 2.19% | 10.15% | 38.93% | 22.21% | 24.56% | 20.11% | 14.37% | | |
| Net | 2.00% | 9.55% | 37.91% | 21.27% | 23.62% | 19.26% | 13.37% | |||
| Russell 2000® Growth | -5.65% | 2.82% | 33.27% | 11.70% | 15.34% | 15.74% | 8.86% | |||
| Riverbridge Smid Cap Growth | Gross | 0.17% | 5.58% | 26.83% | 20.21% | 21.23% | 18.04% | 14.27% | | |
| Net | -0.01% | 5.03% | 25.95% | 19.33% | 20.34% | 17.18% | 13.42% | |||
| Russell 2500 Growth | -3.53% | 4.84% | 31.98% | 16.01% | 18.21% | 17.20% | 11.48% | |||
| Riverbridge Mid Cap Growth | Gross | 0.58% | 5.07% | 26.28% | 20.71% | 19.90% | NA | 14.68% | | |
| Net | 0.38% | 4.58% | 25.58% | 20.14% | 19.32% | NA | 14.12% | |||
| Russell Midcap® Growth | -0.76% | 9.60% | 30.45% | 19.14% | 19.27% | NA | 14.70% | |||
| Riverbridge Large Cap Growth | Gross | 1.73% | 12.48% | 23.77% | 20.11% | 19.08% | 17.88% | 9.63% | | |
| Net | 1.61% | 12.10% | 23.19% | 19.54% | 18.47% | 17.20% | 8.40% | |||
| Russell 1000® Growth | 1.16% | 14.30% | 27.32% | 22.00% | 22.84% | 19.68% | 9.17% | |||
| Riverbridge Concentrated Growth | Gross | -1.13% | 2.89% | 17.97% | 17.56% | 21.06% | 15.91% | 13.96% | | |
| Net | -1.32% | -1.25% | 13.06% | 14.41% | 17.49% | 13.45% | 11.73% | |||
| Russell 3000® Growth | 0.69% | 13.49% | 27.57% | 21.27% | 22.30% | 19.40% | 11.08% | |||
| S&P 500® | 0.58% | 15.92% | 30.00% | 15.99% | 16.90% | 16.63% | 9.52% | |||
| Riverbridge Growth and Income | Gross | -0.04% | 8.64% | 21.94% | 15.31% | 15.58% | 15.24% | 11.06% | | |
| Net | -0.23% | 8.03% | 21.02% | 14.43% | 14.66% | 14.30% | 10.10% | |||
| S&P 500® | 0.58% | 15.92% | 30.00% | 15.99% | 16.90% | 16.63% | 11.05% |
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.