Riverbridge Growth Fund (RIVRX)
The investment seeks long term capital appreciation. Under normal circumstances, the fund invests in equity securities of companies of any size, including small- and mid-capitalization companies. Its investments in foreign securities are primarily comprised of U.S. dollar-denominated securities of foreign issuers traded in the United States and American Depositary Receipts ("ADRs"). The fund's investments in equity securities may include common stock, preferred stock and convertible securities. While it invests primarily in equity securities of U.S. issuers, the fund may invest in securities of non-U.S. issuers.
Fund Info
US46141P3055
46141P305
Dec 31, 2012
$1,000
Large-Cap
Growth
Expense Ratio
RIVRX has a high expense ratio of 1.25%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Riverbridge Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Riverbridge Growth Fund had a return of 1.23% year-to-date (YTD) and 13.30% in the last 12 months. Over the past 10 years, Riverbridge Growth Fund had an annualized return of 9.28%, while the S&P 500 had an annualized return of 11.26%, indicating that Riverbridge Growth Fund did not perform as well as the benchmark.
RIVRX
1.23%
-0.49%
4.52%
13.30%
7.41%
9.28%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of RIVRX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.97% | 1.23% | |||||||||||
| 2024 | 0.82% | 6.62% | 2.17% | -5.83% | 1.56% | 3.62% | 1.64% | 2.07% | 1.76% | 0.06% | 8.34% | -6.32% | 16.68% |
| 2023 | 8.16% | -1.33% | 6.17% | 0.52% | 1.19% | 7.36% | 2.66% | -1.31% | -5.97% | -3.44% | 9.63% | 5.57% | 31.71% |
| 2022 | -12.13% | -3.58% | 3.64% | -13.96% | -2.97% | -5.06% | 11.96% | -6.00% | -7.96% | 4.49% | 3.63% | -5.30% | -30.87% |
| 2021 | -1.89% | -0.07% | -0.30% | 6.06% | -3.05% | 4.24% | 3.79% | 2.16% | -5.24% | 7.92% | -5.53% | -2.73% | 4.39% |
| 2020 | 4.26% | -4.74% | -9.37% | 14.77% | 8.65% | 2.14% | 7.68% | 5.26% | -2.55% | -0.57% | 9.15% | 1.42% | 39.38% |
| 2019 | 9.03% | 4.65% | 0.82% | 4.91% | -4.44% | 5.86% | 1.34% | -0.38% | -1.47% | 0.58% | 5.77% | -0.63% | 28.36% |
| 2018 | 5.60% | -1.11% | 0.11% | -1.02% | 3.14% | 1.94% | 3.24% | 8.28% | 0.18% | -9.20% | 4.05% | -16.45% | -3.81% |
| 2017 | 3.08% | 2.72% | 1.39% | 2.35% | 3.82% | -0.12% | 0.74% | -0.79% | 1.78% | 2.54% | 4.71% | 0.45% | 25.00% |
| 2016 | -6.00% | -1.98% | 7.29% | -1.30% | 2.56% | 0.86% | 3.33% | 0.21% | 1.37% | -3.64% | 4.06% | -3.90% | 2.07% |
| 2015 | -2.48% | 5.68% | -0.64% | 0.00% | 1.28% | 1.62% | 2.97% | -5.17% | -3.04% | 5.47% | 1.25% | -4.37% | 1.89% |
| 2014 | -2.20% | 4.42% | -1.65% | -4.52% | 0.31% | 3.27% | -3.02% | 2.96% | -2.73% | 4.17% | 1.75% | -1.72% | 0.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RIVRX is 42, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Riverbridge Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Riverbridge Growth Fund was 41.10%, occurring on Oct 14, 2022. Recovery took 519 trading sessions.
The current Riverbridge Growth Fund drawdown is 6.96%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.1% | Nov 9, 2021 | 235 | Oct 14, 2022 | 519 | Nov 7, 2024 | 754 |
| -29.12% | Feb 20, 2020 | 23 | Mar 23, 2020 | 47 | May 29, 2020 | 70 |
| -27.12% | Sep 17, 2018 | 69 | Dec 24, 2018 | 232 | Nov 25, 2019 | 301 |
| -19% | Aug 11, 2015 | 128 | Feb 11, 2016 | 200 | Nov 25, 2016 | 328 |
| -11.56% | Feb 16, 2021 | 13 | Mar 4, 2021 | 35 | Apr 23, 2021 | 48 |
Volatility
Volatility Chart
The current Riverbridge Growth Fund volatility is 3.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.