Our strategies are designed to outlast the market cycles

Riverbridge Strategies vs. Benchmarks

Annualized Returns:

As of 6/30/2021 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge All Cap GrowthGross7.58%5.28%32.77%24.52%22.72%16.74%12.49%
Net7.38%4.89%31.80%23.58%21.78%15.84%11.45%
Russell 3000® Growth11.38%12.71%42.99%24.47%23.31%17.54%10.58%
S&P 500®8.55%15.25%40.79%18.67%17.65%14.84%10.27%
Riverbridge Eco Leaders®Gross7.56%5.68%33.46%25.45%23.06%16.68%9.99%
Net7.39%5.34%32.62%24.65%22.24%15.74%8.85%
Russell 3000® Growth11.38%12.71%42.99%24.47%23.31%17.54%7.36%
S&P 500®8.55%15.25%40.79%18.67%17.65%14.84%7.45%
Riverbridge Small Cap GrowthGross6.79%7.79%47.70%25.37%25.86%17.77%14.41%
Net6.59%7.40%46.61%24.40%24.91%16.94%13.41%
Russell 2000® Growth3.92%8.98%51.36%15.94%18.76%13.52%9.13%
Riverbridge Smid Cap GrowthGross6.61%5.40%36.10%24.33%22.54%16.74%14.52%
Net6.43%5.04%35.16%23.42%21.63%15.89%13.67%
Russell 2500™ Growth6.04%8.67%49.63%20.15%20.68%14.83%11.97%
Riverbridge Mid Cap GrowthGross7.06%4.46%36.34%24.98%21.12%NA15.15%
Net6.88%4.19%35.73%24.41%20.55%NA14.60%
Russell Midcap® Growth11.07%10.44%43.77%22.39%20.52%NA15.39%
Riverbridge Large Cap GrowthGross11.62%10.57%33.71%23.66%19.79%15.94%9.66%
Net11.50%10.32%33.10%23.08%19.14%15.27%8.42%
Russell 1000® Growth11.93%12.99%42.50%25.14%23.66%17.87%9.22%
Riverbridge Concentrated GrowthGross3.11%4.07%28.77%22.48%25.18%14.60%14.23%
Net2.89%0.08%23.49%19.23%21.50%12.17%11.97%
Russell 3000® Growth11.38%12.71%42.99%24.47%23.31%17.54%11.19%
S&P 500®8.55%15.25%40.79%18.67%17.65%14.84%9.62%
Riverbridge Growth and IncomeGross6.34%8.68%29.83%18.49%16.41%13.61%11.22%
Net6.15%8.28%28.86%17.58%15.49%12.68%10.26%
S&P 500®8.55%15.25%40.79%18.67%17.65%14.84%11.17%

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.