Our strategies are designed to outlast the market cycles

Riverbridge Strategies vs. Benchmarks

Annualized Returns:

As of 09/30/2022 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge All Cap GrowthGross-2.94%-31.96%-29.43%5.42%10.20%11.98%10.93%
Net-3.12%-32.39%-30.00%4.61%9.35%11.11%9.91%
Russell 3000® Growth-3.37%-30.57%-23.01%10.16%11.57%13.36%9.38%
S&P 500®-4.88%-23.87%-15.47%8.16%9.24%11.70%9.37%
Riverbridge Eco Leaders®Gross-2.84%-31.37%-28.72%6.09%10.82%12.25%7.80%
Net-3.01%-31.76%-29.24%5.39%10.09%11.43%6.70%
Russell 3000® Growth-3.37%-30.57%-23.01%10.16%11.57%13.36%5.72%
S&P 500®-4.88%-23.87%-15.47%8.16%9.24%11.70%6.25%
Riverbridge Small Cap GrowthGross0.86%-32.14%-35.58%5.94%9.64%11.82%12.47%
Net0.66%-32.54%-36.07%5.13%8.80%11.01%11.49%
Russell 2000® Growth0.24%-29.28%-29.27%2.94%3.60%8.81%7.50%
Riverbridge Smid Cap GrowthGross-0.18%-31.93%-31.10%4.39%8.96%11.03%10.65%
Net-0.37%-32.32%-31.62%3.63%8.16%10.18%9.83%
Russell 2500™ Growth-0.12%-29.54%-29.39%4.76%6.30%10.30%8.29%
Riverbridge Mid Cap GrowthGross-0.82%-33.54%-31.80%4.71%8.26%NA7.68%
Net-0.99%-33.97%-32.37%4.09%7.66%NA7.11%
Russell Midcap® Growth-0.65%-31.45%-29.50%4.26%7.62%NA8.13%
Riverbridge Large Cap GrowthGross-3.63%-33.35%-28.81%5.16%8.81%11.56%7.74%
Net-3.75%-33.61%-29.17%4.66%8.29%10.93%6.55%
Russell 1000® Growth-3.60%-30.66%-22.59%10.67%12.17%13.70%7.66%
Riverbridge Concentrated GrowthGross-1.60%-25.75%-20.21%4.66%11.24%12.80%11.99%
Net-1.78%-26.56%-21.22%1.92%8.21%10.39%9.84%
Russell 3000® Growth-3.37%-30.57%-23.01%10.16%11.57%13.36%9.10%
S&P 500®-4.88%-23.87%-15.47%8.16%9.24%11.70%8.14%
Riverbridge Growth and IncomeGross-4.00%-19.24%-10.00%8.48%10.22%12.03%9.88%
Net-4.18%-19.71%-10.69%7.65%9.36%11.13%8.94%
S&P 500®-4.88%-23.87%-15.47%8.16%9.24%11.70%9.52%

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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