Our strategies are designed to outlast the market cycles

Riverbridge Strategies vs. Benchmarks

Annualized Returns:

As of 3/31/2021 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge All Cap GrowthGross-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® Growth1.19%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® Growth1.19%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 GrowthGross0.93%0.93%88.69%25.90%25.89%17.04%14.30%
Net0.76%0.76%87.30%24.93%24.93%16.21%13.30%
Russell 2000® Growth4.88%4.88%90.20%17.16%18.61%13.02%9.07%
Riverbridge Smid Cap GrowthGross-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™ Growth2.49%2.49%87.50%19.96%19.91%14.21%11.73%
Riverbridge Mid Cap GrowthGross-2.43%-2.43%68.12%22.30%19.86%N/A14.59%
Net-2.52%-2.52%67.51%21.76%19.31%N/A14.05%
Russell Midcap® Growth-0.57%-0.57%68.61%19.41%18.39%N/A14.21%
Riverbridge Large Cap GrowthGross-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® Growth0.94%0.94%62.74%22.80%21.05%16.63%8.79%
Riverbridge Concentrated GrowthGross0.94%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® Growth1.19%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 IncomeGross2.20%2.20%46.61%16.55%15.76%13.23%11.00%
Net2.01%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.