Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIVEX (RIVERBRIDGE ECO LEADERS FUND INSTITUTIONAL CLASS) | NA | 26.42% | 19.89% | 20.34% | NA | NA | NA | … | … |
Data as of 05/11/2021, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIVEX (RIVERBRIDGE ECO LEADERS FUND INSTITUTIONAL CLASS) | 01/05/2015 | 05/11/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.42 | 19.89 | 20.34 | NA | NA | NA | … | … | -5.71 | 37.90 | 28.13 | -9.82 | 23.98 | 6.39 | 5.76 |
| Sharpe Ratio | NA | 1.17 | 0.77 | 0.95 | NA | NA | NA | … | … | -0.60 | 1.11 | 1.77 | -0.47 | 2.52 | 0.39 | 0.39 |
| Standard Deviation(%) | NA | 22.62 | 24.61 | 20.54 | NA | NA | NA | … | … | 25.52 | 33.70 | 15.22 | 23.95 | 9.30 | 15.77 | 14.94 |
| Draw Down(%) | NA | 11.60 | 29.15 | 29.15 | NA | NA | NA | … | … | 11.60 | 29.15 | 7.39 | 31.35 | 5.97 | 14.21 | 9.96 |
| Yield(%) | 0.00 | 6.00 | 7.58 | 6.83 | 3.65 | 2.43 | 1.82 | … | … | 0.00 | 6.39 | 4.58 | 12.96 | 0.00 | 1.17 | 1.95 |
Data as of 05/11/2021, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVEX (RIVERBRIDGE ECO LEADERS FUND INSTITUTIONAL CLASS) |
10.95%
Dec 2015 – Dec 2018 |
10.57%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVEX (RIVERBRIDGE ECO LEADERS FUND INSTITUTIONAL CLASS) |
25.50%
Dec 2017 – Dec 2020 |
22.98%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart