Riverbridge Strategies vs. Benchmarks
Annualized Returns:
| As of 09/30/2022 | QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Inception | Fact Sheet | Commentary | |
|---|---|---|---|---|---|---|---|---|---|---|
| Riverbridge All Cap Growth | Gross | -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 Growth | Gross | 0.86% | -32.14% | -35.58% | 5.94% | 9.64% | 11.82% | 12.47% | | |
| Net | 0.66% | -32.54% | -36.07% | 5.13% | 8.80% | 11.01% | 11.49% | |||
| Russell 2000® Growth | 0.24% | -29.28% | -29.27% | 2.94% | 3.60% | 8.81% | 7.50% | |||
| Riverbridge Smid Cap Growth | Gross | -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 Growth | Gross | -0.82% | -33.54% | -31.80% | 4.71% | 8.26% | NA | 7.68% | | |
| Net | -0.99% | -33.97% | -32.37% | 4.09% | 7.66% | NA | 7.11% | |||
| Russell Midcap® Growth | -0.65% | -31.45% | -29.50% | 4.26% | 7.62% | NA | 8.13% | |||
| Riverbridge Large Cap Growth | Gross | -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 Growth | Gross | -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 Income | Gross | -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.