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Riverbridge Growth Investor (RIVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.42-0.10 (-0.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.60%
5-year average return11.50%
Number of years up10
Number of years down1
Best 1-yr total return (27 May 2024)43.96%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return43.96%
Worst 3-yr total return-0.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRIVRXCategory
YTD3.42%12.38%
1-month-5.83%5.09%
3-month2.58%10.28%
1-year19.60%41.70%
3-year-0.35%22.56%
5-year9.77%21.98%
10-year11.41%15.99%
Last bull market27.11%25.99%
Last bear market-20.74%-17.29%

Annual total return (%) history

Year
RIVRXCategory
2024
N/AN/A
2023
31.71%N/A
2022
-30.87%N/A
2021
8.96%N/A
2020
43.96%35.86%
2019
30.19%31.90%
2018
3.96%-2.09%
2017
25.11%27.67%
2016
5.49%3.23%
2015
4.10%3.60%
2014
2.83%10.00%
2013
37.27%33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.83%N/AN/AN/A
202313.31%9.20%-4.74%11.75%
2022-12.19%-20.74%-3.14%2.54%
2021-2.25%7.19%0.47%3.50%
2020-9.98%27.37%10.45%13.69%
201915.03%6.13%-0.52%7.22%
20184.54%4.07%12.00%-14.68%
20177.35%6.13%1.72%7.95%
2016-1.14%2.10%4.96%-0.42%
20152.40%2.92%-5.32%4.33%
20140.44%-1.09%-2.87%6.58%
201311.70%3.85%10.26%7.33%

Rank in category (by total return)

YTD84
1-month89
3-month76
1-year90
3-year89
5-year88

Load adjusted returns

1-year19.60%
3-year-0.35%
5-year9.77%
10-year11.41%