Our strategies are designed to outlast the market cycles

Riverbridge Strategies vs. Benchmarks

Annualized Returns:

As of 3/31/2023 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge All Cap GrowthGross13.60%13.60%-9.82%12.21%10.86%12.31%11.25%
Net13.39%13.39%-10.55%11.34%10.00%11.43%10.24%
Russell 3000® Growth13.85%13.85%-10.88%18.23%13.02%14.16%9.72%
S&P 500®7.50%7.50%-7.73%18.60%11.19%12.24%9.68%
Riverbridge Eco Leaders®Gross13.68%13.68%-9.65%12.78%11.58%12.19%8.36%
Net13.48%13.48%-10.29%12.01%10.84%11.40%7.26%
Russell 3000® Growth13.85%13.85%-10.88%18.23%13.02%14.16%6.30%
S&P 500®7.50%7.50%-7.73%18.60%11.19%12.24%6.78%
Riverbridge Small Cap GrowthGross9.60%9.60%-11.21%13.48%9.10%11.46%12.59%
Net9.39%9.39%-11.90%12.62%8.26%10.64%11.62%
Russell 2000® Growth6.07%6.07%-10.60%13.36%4.26%8.49%7.70%
Riverbridge Smid Cap GrowthGross10.03%10.03%-12.90%11.01%8.61%10.54%11.00%
Net9.83%9.83%-13.56%10.19%7.81%9.71%10.18%
Russell 2500™ Growth
6.54%6.54%-10.35%14.75%6.82%10.05%8.76%
Riverbridge Mid Cap GrowthGross11.88%11.88%-11.61%12.25%9.00%N/A8.90%
Net11.64%11.64%-12.35%11.49%8.35%N/A8.30%
Russell Midcap® Growth9.14%9.14%-8.52%15.20%9.07%N/A9.56%
Riverbridge Large Cap GrowthGross16.68%16.68%-9.05%13.27%10.96%12.50%8.38%
Net16.55%16.55%-9.49%12.73%10.43%11.87%7.20%
Russell 1000® Growth14.37%14.37%-10.90%18.58%13.66%14.59%8.17%
Riverbridge Concentrated GrowthGross8.94%8.94%-4.67%13.07%10.90%13.30%12.38%
Net8.72%8.72%-5.44%10.76%8.67%10.92%10.25%
Russell 3000® Growth13.85%13.85%-10.88%18.23%13.02%14.16%9.67%
S&P 500®7.50%7.50%-7.73%18.60%11.19%12.24%8.69%
Riverbridge Growth and IncomeGross6.30%6.30%-0.79%17.22%11.70%12.15%10.38%
Net6.09%6.09%-1.56%16.32%10.84%11.25%9.43%
S&P 500®7.50%7.50%-7.73%18.60%11.19%12.24%10.07%

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.

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