Our strategies are designed to outlast the market cycles

Riverbridge Strategies vs. Benchmarks

Annualized Returns:

As of 9/30/2021 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge All Cap GrowthGross0.75%6.07%20.93%20.09%21.74%18.47%12.41%
Net0.56%5.49%20.04%19.18%20.82%17.55%11.38%
Russell 3000® Growth0.69%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®Gross0.74%6.46%21.43%21.14%21.89%18.70%9.91%
Net0.57%5.94%20.65%20.36%21.08%17.75%8.77%
Russell 3000® Growth0.69%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 GrowthGross2.19%10.15%38.93%22.21%24.56%20.11%14.37%
Net2.00%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 GrowthGross0.17%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 GrowthGross0.58%5.07%26.28%20.71%19.90%NA14.68%
Net0.38%4.58%25.58%20.14%19.32%NA14.12%
Russell Midcap® Growth-0.76%9.60%30.45%19.14%19.27%NA14.70%
Riverbridge Large Cap GrowthGross1.73%12.48%23.77%20.11%19.08%17.88%9.63%
Net1.61%12.10%23.19%19.54%18.47%17.20%8.40%
Russell 1000® Growth1.16%14.30%27.32%22.00%22.84%19.68%9.17%
Riverbridge Concentrated GrowthGross-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® Growth0.69%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 IncomeGross-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.