Our strategies are designed to outlast the market cycles

Riverbridge Strategies vs. Benchmarks

Annualized Returns:

As of 6/30/2022 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge All Cap GrowthGross-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 GrowthGross-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 GrowthGross-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 GrowthGross-22.20%-33.00%-30.85%4.41%8.53%N/A8.04%
Net-22.37%-33.31%-31.44%3.81%7.94%N/A7.47%
Russell Midcap® Growth-21.07%-31.00%-29.57%4.25%8.88%N/A8.48%
Riverbridge Large Cap GrowthGross-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 GrowthGross-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 IncomeGross-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.