Our strategies are designed to outlast the market cycles

Riverbridge Strategies vs. Benchmarks

Annualized Returns:

  QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge All Cap GrowthGross9.21%24.07%23.90%6.42%11.87%12.84%11.45%
Net9.00%23.59%22.93%5.59%11.01%11.96%10.43%
Russell 3000® Growth12.47%28.05%26.60%13.24%14.39%15.26%10.01%
S&P 500®8.74%16.89%19.59%14.60%12.31%12.86%9.87%
Riverbridge Eco Leaders®Gross9.26%24.21%24.19%7.00%12.63%12.89%8.69%
Net9.07%23.77%23.32%6.27%11.87%12.11%7.59%
Russell 3000® Growth12.47%28.05%26.60%13.24%14.39%15.26%6.77%
S&P 500®8.74%16.89%19.59%14.60%12.31%12.86%7.10%
Riverbridge Small Cap GrowthGross6.57%16.79%18.40%4.51%8.78%11.64%12.70%
Net6.35%16.34%17.47%3.72%7.94%10.81%11.73%
Russell 2000® Growth7.05%13.55%18.53%6.10%4.22%8.83%7.85%
Riverbridge Smid Cap GrowthGross6.77%17.48%17.90%3.53%9.39%11.11%11.26%
Net6.57%17.05%17.02%2.77%8.59%10.28%10.44%
Russell 2500™ Growth
6.41%13.38%18.58%6.56%7.00%10.38%9.03%
Riverbridge Mid Cap GrowthGross7.02%19.73%21.59%4.66%10.42%N/A9.47%
Net6.78%19.21%20.56%3.91%9.74%N/A8.85%
Russell Midcap® Growth6.23%15.94%23.13%7.63%9.71%N/A10.02%
Riverbridge Large Cap GrowthGross12.81%31.63%30.99%9.59%13.23%13.39%8.80%
Net12.68%31.33%30.37%9.07%12.69%12.75%7.63%
Russell 1000® Growth12.81%29.02%27.11%13.73%15.14%15.74%8.60%
Riverbridge Concentrated GrowthGross12.74%22.83%26.33%9.25%13.22%14.41%12.87%
Net12.52%22.34%25.34%7.00%10.95%12.00%10.74%
Russell 3000® Growth12.47%28.05%26.60%13.24%14.39%15.26%10.16%
S&P 500®8.74%16.89%19.59%14.60%12.31%12.86%9.01%
Riverbridge Growth and IncomeGross8.49%15.32%19.58%13.32%13.27%12.75%10.68%
Net8.28%14.88%18.65%12.45%12.39%11.86%9.74%
S&P 500®8.74%16.89%19.59%14.60%12.31%12.86%10.39%

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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