Riverbridge Strategies vs. Benchmarks
Annualized Returns:
| As of 6/30/2021 | QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Inception | Fact Sheet | Commentary | |
|---|---|---|---|---|---|---|---|---|---|---|
| Riverbridge All Cap Growth | Gross | 7.58% | 5.28% | 32.77% | 24.52% | 22.72% | 16.74% | 12.49% |  | |
| Net | 7.38% | 4.89% | 31.80% | 23.58% | 21.78% | 15.84% | 11.45% | |||
| Russell 3000® Growth | 11.38% | 12.71% | 42.99% | 24.47% | 23.31% | 17.54% | 10.58% | |||
| S&P 500® | 8.55% | 15.25% | 40.79% | 18.67% | 17.65% | 14.84% | 10.27% | |||
| Riverbridge Eco Leaders® | Gross | 7.56% | 5.68% | 33.46% | 25.45% | 23.06% | 16.68% | 9.99% | | |
| Net | 7.39% | 5.34% | 32.62% | 24.65% | 22.24% | 15.74% | 8.85% | |||
| Russell 3000® Growth | 11.38% | 12.71% | 42.99% | 24.47% | 23.31% | 17.54% | 7.36% | |||
| S&P 500® | 8.55% | 15.25% | 40.79% | 18.67% | 17.65% | 14.84% | 7.45% | |||
| Riverbridge Small Cap Growth | Gross | 6.79% | 7.79% | 47.70% | 25.37% | 25.86% | 17.77% | 14.41% | | |
| Net | 6.59% | 7.40% | 46.61% | 24.40% | 24.91% | 16.94% | 13.41% | |||
| Russell 2000® Growth | 3.92% | 8.98% | 51.36% | 15.94% | 18.76% | 13.52% | 9.13% | |||
| Riverbridge Smid Cap Growth | Gross | 6.61% | 5.40% | 36.10% | 24.33% | 22.54% | 16.74% | 14.52% | | |
| Net | 6.43% | 5.04% | 35.16% | 23.42% | 21.63% | 15.89% | 13.67% | |||
| Russell 2500™ Growth | 6.04% | 8.67% | 49.63% | 20.15% | 20.68% | 14.83% | 11.97% | |||
| Riverbridge Mid Cap Growth | Gross | 7.06% | 4.46% | 36.34% | 24.98% | 21.12% | NA | 15.15% | | |
| Net | 6.88% | 4.19% | 35.73% | 24.41% | 20.55% | NA | 14.60% | |||
| Russell Midcap® Growth | 11.07% | 10.44% | 43.77% | 22.39% | 20.52% | NA | 15.39% | |||
| Riverbridge Large Cap Growth | Gross | 11.62% | 10.57% | 33.71% | 23.66% | 19.79% | 15.94% | 9.66% | | |
| Net | 11.50% | 10.32% | 33.10% | 23.08% | 19.14% | 15.27% | 8.42% | |||
| Russell 1000® Growth | 11.93% | 12.99% | 42.50% | 25.14% | 23.66% | 17.87% | 9.22% | |||
| Riverbridge Concentrated Growth | Gross | 3.11% | 4.07% | 28.77% | 22.48% | 25.18% | 14.60% | 14.23% | | |
| Net | 2.89% | 0.08% | 23.49% | 19.23% | 21.50% | 12.17% | 11.97% | |||
| Russell 3000® Growth | 11.38% | 12.71% | 42.99% | 24.47% | 23.31% | 17.54% | 11.19% | |||
| S&P 500® | 8.55% | 15.25% | 40.79% | 18.67% | 17.65% | 14.84% | 9.62% | |||
| Riverbridge Growth and Income | Gross | 6.34% | 8.68% | 29.83% | 18.49% | 16.41% | 13.61% | 11.22% | | |
| Net | 6.15% | 8.28% | 28.86% | 17.58% | 15.49% | 12.68% | 10.26% | |||
| S&P 500® | 8.55% | 15.25% | 40.79% | 18.67% | 17.65% | 14.84% | 11.17% |
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.