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Riverbridge Growth Institutional (RIVBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.53-0.06 (-0.18%)
At close: 05:28PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.49%
5-year average return11.87%
Number of years up10
Number of years down1
Best 1-yr total return (19 May 2024)44.29%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return44.29%
Worst 3-yr total return-0.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRIVBXCategory
YTD3.50%12.38%
1-month-5.82%5.09%
3-month2.61%10.28%
1-year19.90%41.70%
3-year-0.11%22.56%
5-year10.00%21.98%
10-year11.66%15.99%
Last bull market27.26%25.99%
Last bear market-20.70%-17.29%

Annual total return (%) history

Year
RIVBXCategory
2024
N/AN/A
2023
32.04%N/A
2022
-30.70%N/A
2021
9.23%N/A
2020
44.29%35.86%
2019
30.28%31.90%
2018
4.24%-2.09%
2017
25.42%27.67%
2016
5.66%3.23%
2015
4.37%3.60%
2014
3.12%10.00%
2013
37.57%33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.89%N/AN/AN/A
202313.41%9.26%-4.72%11.84%
2022-12.15%-20.70%-3.06%2.62%
2021-2.20%7.28%0.55%3.54%
2020-9.90%27.48%10.49%13.71%
201915.01%6.23%-0.56%7.24%
20184.59%4.18%12.04%-14.61%
20177.42%6.20%1.82%7.97%
2016-1.21%2.23%4.99%-0.35%
20152.46%2.97%-5.22%4.37%
20140.51%-1.02%-2.86%6.70%
201311.80%3.85%10.34%7.40%

Rank in category (by total return)

YTD83
1-month88
3-month75
1-year90
3-year87
5-year86

Load adjusted returns

1-year19.90%
3-year-0.11%
5-year10.00%
10-year11.66%