Our strategies are designed to outlast the market cycles

Riverbridge Strategies vs. Benchmarks

Annualized Returns:

As of 09/30/2019 QTDYTD1-Year3-Year5-Year10-YearInceptionFact SheetCommentary
Riverbridge All Cap GrowthGross-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® Growth1.10%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® Growth1.10%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 GrowthGross-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 GrowthGross-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 GrowthGross-1.65%24.89%4.49%13.75%10.40%N/A9.41%
Net-1.77%24.44%3.97%13.19%9.85%N/A8.87%
Russell Midcap® Growth-0.67%25.23%5.20%14.50%11.12%N/A10.41%
Riverbridge Large Cap GrowthGross-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® Growth1.49%23.30%3.71%16.89%13.39%14.94%7.25%
Riverbridge Concentrated GrowthGross1.77%26.52%13.06%21.86%18.32%16.09%13.30%
Net1.64%24.88%11.44%18.54%16.14%14.11%11.26%
Russell 3000® Growth1.10%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 IncomeGross1.55%17.09%8.11%13.30%11.78%12.22%10.13%
Net1.35%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.