Riverbridge Strategies vs. Benchmarks
Annualized Returns:
| As of 09/30/2019 | QTD | YTD | 1-Year | 3-Year | 5-Year | 10-Year | Inception | Fact Sheet | Commentary | |
|---|---|---|---|---|---|---|---|---|---|---|
| Riverbridge All Cap Growth | Gross | -0.35% | 21.99% | 4.31% | 17.23% | 14.12% | 14.86% | 11.46% |  | |
| Net | -0.54% | 21.31% | 3.50% | 16.33% | 13.23% | 13.94% | 10.42% | |||
| Russell 3000® Growth | 1.10% | 22.75% | 2.70% | 16.36% | 13.07% | 14.74% | 9.31% | |||
| S&P 500® | 1.70% | 20.55% | 4.25% | 13.39% | 10.84% | 13.24% | 9.49% | |||
| Riverbridge Eco Leaders® | Gross | -0.61% | 24.21% | 6.12% | 17.12% | 13.86% | 15.32% | 8.07% | | |
| Net | -0.77% | 23.62% | 5.43% | 16.31% | 13.04% | 14.19% | 6.90% | |||
| Russell 3000® Growth | 1.10% | 22.75% | 2.70% | 16.36% | 13.07% | 14.74% | 5.05% | |||
| S&P 500® | 1.70% | 20.55% | 4.25% | 13.39% | 10.84% | 13.24% | 5.95% | |||
| Riverbridge Small Cap Growth | Gross | -2.44% | 18.80% | -1.09% | 17.57% | 14.47% | 15.66% | 13.11% | | |
| Net | -2.63% | 18.10% | -1.88% | 16.68% | 13.62% | 14.87% | 12.12% | |||
| Russell 2000® Growth | -4.17% | 15.34% | -9.63% | 9.79% | 9.08% | 12.25% | 7.95% | |||
| Riverbridge Smid Cap Growth | Gross | -1.06% | 25.89% | 5.23% | 16.63% | 13.80% | 16.13% | 12.18% | | |
| Net | -1.24% | 25.20% | 4.42% | 15.75% | 12.92% | 15.25% | 11.35% | |||
| Russell 2500™ Growth | -3.18% | 19.97% | -4.11% | 12.33% | 10.22% | 13.48% | 9.14% | |||
| Riverbridge Mid Cap Growth | Gross | -1.65% | 24.89% | 4.49% | 13.75% | 10.40% | N/A | 9.41% | | |
| Net | -1.77% | 24.44% | 3.97% | 13.19% | 9.85% | N/A | 8.87% | |||
| Russell Midcap® Growth | -0.67% | 25.23% | 5.20% | 14.50% | 11.12% | N/A | 10.41% | |||
| Riverbridge Large Cap Growth | Gross | -0.23% | 20.23% | 6.07% | 13.60% | 12.47% | 13.06% | 8.10% | | |
| Net | -0.35% | 19.80% | 5.56% | 12.97% | 11.75% | 12.43% | 6.82% | |||
| Russell 1000® Growth | 1.49% | 23.30% | 3.71% | 16.89% | 13.39% | 14.94% | 7.25% | |||
| Riverbridge Concentrated Growth | Gross | 1.77% | 26.52% | 13.06% | 21.86% | 18.32% | 16.09% | 13.30% | | |
| Net | 1.64% | 24.88% | 11.44% | 18.54% | 16.14% | 14.11% | 11.26% | |||
| Russell 3000® Growth | 1.10% | 22.75% | 2.70% | 16.36% | 13.07% | 14.74% | 8.92% | |||
| S&P 500® | 1.70% | 20.55% | 4.25% | 13.39% | 10.84% | 13.24% | 8.14% | |||
| Riverbridge Growth and Income | Gross | 1.55% | 17.09% | 8.11% | 13.30% | 11.78% | 12.22% | 10.13% | | |
| Net | 1.35% | 16.45% | 7.27% | 12.37% | 10.87% | 11.27% | 9.17% | |||
| S&P 500® | 1.70% | 20.55% | 4.25% | 13.39% | 10.84% | 13.24% | 9.77% |
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.