Our strategies are designed to outlast the market cycles

Riverbridge Strategies vs. Benchmarks

Annualized Returns:

As of 3/31/2022 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge All Cap GrowthGross-11.81%-11.81%-0.86%17.21%17.92%14.97%11.93%
Net-12.01%-12.01%-1.63%16.32%17.02%14.08%10.91%
Russell 3000® Growth-9.25%-9.25%12.86%22.68%20.16%16.64%10.38%
S&P 500®-4.60%-4.60%15.65%18.92%15.99%14.64%10.23%
Riverbridge Eco Leaders®Gross-11.14%-11.14%0.00%18.10%18.41%15.55%9.27%
Net-11.32%-11.32%-0.69%17.33%17.63%14.67%8.15%
Russell 3000® Growth-9.25%-9.25%12.86%22.68%20.16%16.64%7.16%
S&P 500®-4.60%-4.60%15.65%18.92%15.99%14.64%7.50%
Riverbridge Small Cap GrowthGross-15.81%-15.81%-12.77%14.82%16.81%14.94%13.39%
Net-15.98%-15.98%-13.43%13.94%15.91%14.12%12.40%
Russell 2000® Growth-12.63%-12.63%-14.33%9.88%10.33%11.21%8.29%
Riverbridge Smid Cap GrowthGross-13.54%-13.54%-6.54%15.76%16.30%14.17%12.78%
Net-13.72%-13.72%-7.23%14.92%15.44%13.33%11.94%
Russell 2500™ Growth
-12.30%-12.30%-10.12%12.99%13.22%12.69%10.15%
Riverbridge Mid Cap GrowthGross-13.88%-13.88%-4.83%16.12%15.36%NA11.87%
Net-14.09%-14.09%-5.60%15.50%14.75%NA11.30%
Russell Midcap® Growth-12.58%-12.58%-0.89%14.81%15.10%NA12.14%
Riverbridge Large Cap GrowthGross-11.70%-11.70%7.09%16.96%16.58%14.75%9.16%
Net-11.82%-11.82%6.57%16.40%16.02%14.08%7.95%
Russell 1000® Growth-9.04%-9.04%14.98%23.60%20.88%17.04%9.04%
Riverbridge Concentrated GrowthGross-11.31%-11.31%-2.84%15.57%18.09%14.00%13.32%
Net-11.92%-11.92%-4.07%12.60%14.90%11.56%11.11%
Russell 3000® Growth-9.25%-9.25%12.86%22.68%20.16%16.64%10.82%
S&P 500®-4.60%-4.60%15.65%18.92%15.99%14.64%9.59%
Riverbridge Growth and IncomeGross-6.54%-6.54%10.73%16.10%14.99%13.82%10.99%
Net-6.73%-6.73%9.88%15.22%14.08%12.89%10.04%
S&P 500®-4.60%-4.60%15.65%18.92%15.99%14.64%11.08%

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.