Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIVBX (RIVERBRIDGE GROWTH FUND INSTITUTIONAL CLASS) | -7.06% | -3.07% | 9.08% | 3.09% | 11.61% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIVBX (RIVERBRIDGE GROWTH FUND INSTITUTIONAL CLASS) | 01/03/2013 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.88 | -3.07 | 9.08 | 3.09 | 11.61 | NA | NA | … | … | -7.06 | -16.18 | 19.61 | 32.04 | -30.70 | 9.34 | 44.35 | 30.30 | 4.10 | 25.42 | 5.66 | 4.37 | 3.12 | 33.17 |
| Sharpe Ratio | NA | -0.13 | 0.47 | 0.05 | 0.51 | NA | NA | … | … | -0.79 | -0.64 | 1.05 | 1.73 | -1.03 | 0.53 | 1.32 | 1.95 | 0.15 | 2.87 | 0.37 | 0.30 | 0.24 | 2.75 |
| Standard Deviation(%) | NA | 13.58 | 16.71 | 20.57 | 20.25 | NA | NA | … | … | 16.05 | 29.97 | 15.28 | 16.52 | 31.41 | 17.60 | 33.35 | 14.79 | 18.01 | 8.67 | 14.68 | 14.57 | 13.07 | 12.16 |
| Draw Down(%) | NA | 18.53 | 21.98 | 38.33 | 38.33 | NA | NA | … | … | 17.02 | 23.42 | 8.09 | 12.96 | 34.82 | 11.54 | 29.11 | 7.17 | 21.28 | 4.98 | 13.12 | 10.14 | 11.09 | 4.29 |
| Yield(%) | 0.00 | 22.07 | 10.60 | 6.34 | 9.23 | 8.92 | 6.69 | … | … | 0.00 | 22.26 | 2.62 | 0.00 | 0.00 | 4.46 | 4.45 | 1.82 | 7.46 | 0.10 | 3.52 | 2.22 | 2.30 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVBX (RIVERBRIDGE GROWTH FUND INSTITUTIONAL CLASS) |
-0.39%
Oct 2020 – Oct 2023 |
2.31%
Mar 2021 – Mar 2026 |
9.54%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVBX (RIVERBRIDGE GROWTH FUND INSTITUTIONAL CLASS) |
27.17%
Dec 2018 – Dec 2021 |
23.64%
Oct 2016 – Oct 2021 |
13.32%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart